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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 %
WAM
676
WNY Asset Management
New York
$616K +$3.41K +68 +0.6%
TFS
677
TrustCore Financial Services
Tennessee
$600K -$852 -17 -0.1%
MAG
678
MRA Advisory Group
New Jersey
$600K +$125K +2,489 +26%
WP
679
WealthPLAN Partners
Nebraska
$597K +$597K +11,875 New
WIM
680
WealthPlan Investment Management
Nebraska
$597K -$2.06K -41 -0.3%
ADL
681
Asset Dedication LLC
California
$596K -$1.96K -39 -0.3%
RCA
682
Resonant Capital Advisors
Wisconsin
$590K -$336K -6,675 -36%
BFA
683
Beacon Financial Advisory
Ohio
$590K -$113K -2,251 -16%
OHWA
684
Oak Hill Wealth Advisors
Virginia
$587K +$587K +11,703 New
TCM
685
TD Capital Management
Tennessee
$587K +$42.2K +841 +8%
GPA
686
Guerra Pan Advisors
New Jersey
$576K -$65.3K -1,303 -10%
SAF
687
Smith Anglin Financial
Texas
$574K -$145K -2,889 -20%
BWP
688
Balboa Wealth Partners
Arizona
$571K +$142K +2,827 +33%
LOIP
689
Live Oak Investment Partners
Texas
$567K – – –
PB
690
Pinnacle Bancorp
Nebraska
$558K +$32.1K +640 +6%
ATWA
691
Arbor Trust Wealth Advisors
Michigan
$552K -$803K -15,968 -59%
EIA
692
Eldridge Investment Advisors
New Hampshire
$545K -$50.1K -1,000 -8%
IWM
693
IHT Wealth Management
Illinois
$541K -$18.7K -374 -3%
IWA
694
IVC Wealth Advisors
Pennsylvania
$536K -$191K -3,816 -26%
BFW
695
Brady Family Wealth
Missouri
$535K +$535K +10,664 New
APW
696
Acima Private Wealth
Virginia
$534K -$2.08M -41,526 -80%
RA
697
Rise Advisors
New York
$525K +$82.6K +1,648 +19%
SB
698
Sunflower Bank
Texas
$520K -$318K -6,351 -38%
GCP
699
Gill Capital Partners
Colorado
$518K -$3.41K -68 -0.7%
TAM
700
Tocqueville Asset Management
New York
$515K -$752 -15 -0.1%
26 27
28
29 30