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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

928 hedge funds and large institutions have $17.4B invested in JPMorgan Ultra-Short Income ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 354 increasing their positions, 365 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+71
Holders Change %
+8.28%
% of All Funds
14.97%
Holding in Top 10
190
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
3.07%
New
162
Increased
354
Reduced
365
Closed
73
Calls
$4.55M
Puts
–
Net Calls
+$4.55M
Net Calls Change
-$8.22M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$428M
2
Bank of America
Bank of America
North Carolina
+$181M
3
Charles Schwab
Charles Schwab
California
+$149M
4
LPL Financial
LPL Financial
California
+$147M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$104M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$204M
2
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$118M
3
AWS
AJ Wealth Strategies
New York
-$104M
4
AssetMark Inc
AssetMark Inc
California
-$101M
5
TW
Transform Wealth
Colorado
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
651
Claraphi Advisory Network
United States
$755K +$134K +2,668 +22%
SA
652
Shilanski & Associates
Alaska
$753K +$753K +15,028 New
SC
653
Slow Capital
California
$752K +$752K +15,000 New
GAA
654
Global Assets Advisory
Florida
$751K +$260K +5,181 +53%
LF
655
Lee Financial
Texas
$748K +$21.4K +427 +3%
CPW
656
Catalyst Private Wealth
California
$746K -$88.5K -1,766 -11%
QPWM
657
Quadrant Private Wealth Management
Pennsylvania
$736K +$736K +14,640 New
SRC
658
Sage Rhino Capital
California
$729K +$729K +14,549 New
HS
659
Horan Securities
United States
$726K -$20K -399 -3%
KCFA
660
Key Client Fiduciary Advisors
New Jersey
$703K -$49.6K -990 -7%
RDFA
661
Ritter Daniher Financial Advisory
Ohio
$685K -$309K -6,165 -31%
MM
662
Main Management
California
$683K -$223K -4,451 -25%
SL
663
SWMG LLC
Texas
$682K +$682K +13,596 New
CAG
664
Csenge Advisory Group
Florida
$673K -$3.4M -67,871 -83%
RA
665
Riversedge Advisors
Delaware
$671K -$86.2K -1,719 -11%
BF
666
Brooklyn FI
New York
$664K -$136K -1,118 -17%
BFA
667
BBJS Financial Advisors
Washington
$662K +$662K +13,200 New
CCA
668
Clearwater Capital Advisors
Illinois
$656K +$656K +13,087 New
BONH
669
Bank of New Hampshire
New Hampshire
$654K +$126K +2,515 +24%
SCA
670
Snowden Capital Advisors
New York
$652K -$1.11M -22,095 -63%
CCIA
671
Cherry Creek Investment Advisors
Colorado
$651K +$262K +5,228 +67%
CFGS
672
Concourse Financial Group Securities
Alabama
$648K +$253K +5,040 +64%
IF
673
Intrua Financial
Texas
$639K -$22.6K -450 -3%
PGAM
674
Princeton Global Asset Management
New Jersey
$637K +$12.4K +247 +2%
PF
675
Parker Financial
Washington
$626K +$626K +12,496 New
25 26
27
28 29