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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

783 hedge funds and large institutions have $11.8B invested in JPMorgan Ultra-Short Income ETF in 2021 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 284 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+85
Holders Change %
+12.18%
% of All Funds
12.09%
Holding in Top 10
143
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.33%
% of All Funds
2.21%
New
147
Increased
284
Reduced
311
Closed
50
Calls
$3.38M
Puts
–
Net Calls
+$3.38M
Net Calls Change
+$3.38M

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$480M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$109M
3
AWS
AJ Wealth Strategies
New York
$93.2M
4
Morgan Stanley
Morgan Stanley
New York
$1.27B
5
TC
TownSquare Capital
Utah
$78.7M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$758M
3
AI
AXS Investments
New York
$0
4
CM
Cornerstone Management
Georgia
$56.4M
5
UBS Group
UBS Group
Switzerland
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
676
Resolute Financial
Massachusetts
$290K +$290K +5,739 New
CWA
677
Clarity Wealth Advisors
California
$289K -$36.3K -720 -11%
GT
678
Glenview Trust
Kentucky
$289K – – –
OPOWM
679
One Plus One Wealth Management
Florida
$289K +$289K +5,726 New
AOG
680
Alpha Omega Group
Virginia
$286K -$196K -3,879 -41%
CA
681
Calton & Associates
Florida
$284K -$8.22K -163 -3%
PG
682
Patten Group
Tennessee
$280K +$66.4K +1,314 +31%
CWM
683
Cordatus Wealth Management
Pennsylvania
$278K +$278K +5,500 New
RPGK
684
Retirement Planning Group (Kansas)
Kansas
$275K -$29.1K -575 -10%
RA
685
Riverstone Advisors
Texas
$275K -$25.5K -504 -8%
ESB
686
Essex Savings Bank
Connecticut
$273K +$273K +5,399 New
CCFM
687
Clear Creek Financial Management
Washington
$271K -$16.5K -328 -6%
WWM
688
Windsor Wealth Management
Indiana
$271K +$556 +11 +0.2%
RCA
689
Resonant Capital Advisors
Wisconsin
$270K +$270K +5,353 New
SW
690
SteelPeak Wealth
California
$269K -$7.51K -149 -3%
CFGS
691
Concourse Financial Group Securities
Alabama
$268K -$251K -4,971 -48%
RPSA
692
Richard P. Slaughter Associates
Texas
$267K +$267K +5,302 New
AG
693
Ascent Group
Virginia
$264K +$264K +5,225 New
ZCM
694
Ziegler Capital Management
Illinois
$262K – – –
DE
695
Day & Ennis
Georgia
$261K -$175K -3,460 -40%
ACM
696
AlphaStar Capital Management
North Carolina
$259K -$44.8K -889 -15%
QAM
697
Q3 Asset Management
Michigan
$257K -$69.1K -1,374 -21%
BCA
698
Bay Colony Advisors
Massachusetts
$254K -$41.9K -829 -14%
FPCP
699
Fort Point Capital Partners
California
$253K +$101 +2 +0%
EAM
700
Evanson Asset Management
California
$253K +$253K +5,011 New
26 27
28
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