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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 %
LNWWM
701
Laird Norton Wetherby Wealth Management
California
$366K -$80K -1,592 -18%
BFG
702
Berger Financial Group
Minnesota
$366K +$366K +7,294 New
CIAS
703
CFS Investment Advisory Services
New Jersey
$366K +$351K +350,578 +2,312%
CF
704
Centaurus Financial
California
$365K +$365K +7,277 New
SIM
705
Stratos Investment Management
Ohio
$361K -$182K -3,635 -34%
KCM
706
Kathmere Capital Management
Pennsylvania
$359K -$450K -8,966 -56%
DY
707
Dowling & Yahnke
California
$359K +$359K +7,151 New
ESB
708
Essex Savings Bank
Connecticut
$356K – – –
IAP
709
Indie Asset Partners
Indiana
$350K -$77.3K -1,540 -18%
1WM
710
1900 Wealth Management
Texas
$348K -$9.79K -195 -3%
HKIMG
711
Hutchens & Kramer Investment Management Group
Indiana
$348K +$348K +6,956 New
BWM
712
BCGM Wealth Management
Indiana
$343K -$1.4K -28 -0.4%
TB
713
Terril Brothers
Missouri
$340K -$18.4M -367,095 -98%
CWM
714
Curi Wealth Management
North Carolina
$338K +$24.6K +489 +8%
FAAM
715
First Ascent Asset Management
Colorado
$337K +$95.8K +1,909 +40%
BWM
716
Baystate Wealth Management
Massachusetts
$337K +$139K +2,771 +70%
CFO
717
Collective Family Office
Pennsylvania
$336K +$22.9K +456 +7%
CPC
718
Consolidated Planning Corp
Georgia
$335K -$32K -637 -9%
BF
719
Brooklyn FI
New York
$331K +$228K +4,543 +222%
EWMCB
720
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$328K -$49.7K -990 -13%
FHB
721
First Hawaiian Bank
Hawaii
$328K – – –
ECM
722
Evergreen Capital Management
Washington
$319K -$138K -2,740 -30%
HIMC
723
Heritage Investors Management Corp
Maryland
$319K +$319K +6,350 New
PG
724
Proffitt & Goodson
Tennessee
$317K +$5.36K +107 +2%
CIBC World Market
725
CIBC World Market
Ontario, Canada
$314K -$584K -11,637 -65%
27 28
29
30 31