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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 %
HIM
701
Hotaling Investment Management
Pennsylvania
$514K -$53.1K -1,058 -9%
Manulife (Manufacturers Life Insurance)
702
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$511K +$40.1K +800 +9%
CA
703
Calton & Associates
Florida
$504K -$98.5K -1,965 -16%
State Farm Mutual Automobile Insurance
704
State Farm Mutual Automobile Insurance
Illinois
$501K – – –
MFG
705
Merit Financial Group
Georgia
$498K +$498K +9,926 New
PWM
706
Prentice Wealth Management
New York
$495K -$7.16M -142,865 -94%
PCM
707
Parsons Capital Management
Rhode Island
$489K -$515K -10,265 -51%
MCA
708
MSH Capital Advisors
Arizona
$485K -$30.9K -617 -6%
ACP
709
Aveo Capital Partners
Colorado
$481K +$170K +3,383 +54%
ICP
710
Ironvine Capital Partners
Nebraska
$480K -$35.6K -711 -7%
GF
711
Gries Financial
Ohio
$475K -$824K -16,456 -63%
AMIM
712
Aull & Monroe Investment Management
Alabama
$475K – – –
CWA
713
Clarity Wealth Advisors
California
$474K +$50.1K +1,000 +12%
CPA
714
Capital Planning Advisors
California
$469K -$99.1K -1,976 -17%
SWA
715
Strategies Wealth Advisors
Michigan
$463K +$463K +9,243 New
CMS
716
Capital Market Strategies
Florida
$457K -$9.88K -197 -2%
NB
717
Nicolet Bankshares
Wisconsin
$452K +$5.26K +105 +1%
HT
718
Headlands Technologies
Illinois
$452K +$452K +9,015 New
SW
719
SlateStone Wealth
Florida
$451K -$558K -11,139 -55%
BA
720
Bluesphere Advisors
Pennsylvania
$451K +$451K +9,000 New
EWM
721
Executive Wealth Management
Michigan
$451K +$427K +8,511 +1,781%
AUB
722
Atlantic Union Bankshares
Virginia
$450K -$24K -478 -5%
LWP
723
LMG Wealth Partners
Louisiana
$449K +$449K +8,943 New
MMM
724
Mendel Money Management
Illinois
$443K -$11K -220 -2%
PA
725
PFG Advisors
Arizona
$427K -$353K -7,042 -45%
27 28
29
30 31