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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

857 hedge funds and large institutions have $15.8B invested in JPMorgan Ultra-Short Income ETF in 2022 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 361 increasing their positions, 341 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+19
Holders Change %
+2.27%
% of All Funds
14.82%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
3.27%
New
91
Increased
361
Reduced
341
Closed
54
Calls
$12.8M
Puts
–
Net Calls
+$12.8M
Net Calls Change
+$8.81M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$536M
2
Charles Schwab
Charles Schwab
California
+$149M
3
Bank of America
Bank of America
North Carolina
+$131M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$114M
5
TW
Transform Wealth
Colorado
+$111M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$82.6M
2
SRC
Shufro Rose & Co
New York
-$58.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$47.3M
4
CIAS
Capital Investment Advisory Services
North Carolina
-$45.2M
5
HPC
HM Payson & Co
Maine
-$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
676
WCG Wealth Advisors
Nevada
$430K -$89.5K -1,785 -17%
BWP
677
Balboa Wealth Partners
Arizona
$430K +$430K +8,568 New
ACM
678
Anfield Capital Management
California
$428K +$129K +2,578 +43%
CFAM
679
Center For Asset Management
Florida
$428K +$428K +8,530 New
MC
680
Moors & Cabot
Massachusetts
$423K -$85.2K -1,698 -17%
CWA
681
Clarity Wealth Advisors
California
$423K – – –
CC
682
Callan Capital
California
$422K +$175K +3,499 +71%
BCA
683
Bay Colony Advisors
Massachusetts
$418K +$25.7K +512 +7%
CFA
684
Compass Financial Advisors
Indiana
$414K – – –
LWM
685
Ledge Wealth Management
Minnesota
$412K – – –
VFIC
686
Valley Forge Investment Consultants
Pennsylvania
$405K – – –
BBA
687
Braun-Bostich & Associates
Pennsylvania
$404K -$1.21K -24 -0.3%
NB
688
NBT Bank
New York
$404K +$136K +2,710 +51%
KOC
689
Koss-Olinger Consulting
Florida
$404K +$404K +8,053 New
CFD
690
Creative Financial Designs
Indiana
$402K +$61.2K +1,219 +18%
EWM
691
EPG Wealth Management
Georgia
$396K +$100K +2,000 +34%
MPW
692
MGO Private Wealth
California
$396K +$396K +7,901 New
WDG
693
Wealth Dimensions Group
Ohio
$395K – – –
CFGS
694
Concourse Financial Group Securities
Alabama
$394K +$121K +2,405 +44%
MFG
695
Menard Financial Group
Texas
$391K – – –
CCIA
696
Cherry Creek Investment Advisors
Colorado
$389K -$11.5K -229 -3%
KA
697
Kovack Advisors
Florida
$386K -$153K -3,051 -28%
KSWA
698
Kathleen S. Wright Associates
Pennsylvania
$384K -$19.6K -392 -5%
CBFP
699
Cedar Brook Financial Partners
Ohio
$381K -$200K -3,996 -34%
HWA
700
Heartwood Wealth Advisors
Virginia
$380K +$39.4K +785 +12%
26 27
28
29 30