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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.

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
1
Morgan Stanley
New York
$2.39B
2
Charles Schwab
2
Charles Schwab
California
$149M
3
Bank of America
3
Bank of America
North Carolina
$981M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$307M
5
TW
5
Transform Wealth
Colorado
$115M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$1.01M
2
SRC
2
Shufro Rose & Co
New York
$4.71M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$110M
4
CIAS
4
Capital Investment Advisory Services
North Carolina
$51.2M
5
HPC
5
HM Payson & Co
Maine
$6.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$42M 836,099 +524,649 +168%
BIAS
52
Beacon Investment Advisory Services
New Jersey
$41.1M 820,089 -28,947 -3%
AA
53
Acorns Advisers
California
$41.1M 819,911 +21,066 +3%
AOWM
54
Alpha Omega Wealth Management
Virginia
$40.9M 814,964 -106,602 -12%
MC
55
McMorgan & Co
California
$40.7M 811,115 +245,002 +43%
SI
56
Stephens Inc
Arkansas
$39.4M 785,371 -104,018 -12%
CW
57
Connectus Wealth
Ohio
$39.3M 782,740 +487,062 +165%
KA
58
Klingman & Associates
New York
$38M 756,691 -52,681 -7%
Mariner
59
Mariner
Kansas
$37.5M 747,288 +496,561 +198%
Stifel Financial
60
Stifel Financial
Missouri
$37.4M 745,481 -111,036 -13%
SFS
61
Sowell Financial Services
Arkansas
$37.4M 745,153 -439,106 -37%
BPWM
62
Badgley Phelps Wealth Managers
Washington
$37.2M 741,880 +22,983 +3%
MA
63
Montag & Associates
Georgia
$36.9M 734,812 -25,642 -3%
OCM
64
One Capital Management
California
$36.6M 729,564 +350,885 +93%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$36M 717,681 +422,646 +143%
HighTower Advisors
66
HighTower Advisors
Illinois
$35.8M 713,764 -252,029 -26%
AI
67
Atria Investments
North Carolina
$35.2M 700,903 +478,608 +215%
FWM
68
Foresight Wealth Management
Utah
$33.6M 669,646 +202,970 +43%
AF
69
Allworth Financial
California
$33.6M 669,146 -31,096 -4%
PAG
70
Private Advisor Group
New Jersey
$33.5M 667,629 -37,058 -5%
TNBTD
71
Trustmark National Bank Trust Department
Mississippi
$32.5M 647,299 +1,694 +0.3%
LNC
72
Lincoln National Corp
Pennsylvania
$30.9M 615,880 +51,188 +9%
ACP
73
Arcus Capital Partners
Georgia
$30.5M 607,294 +535,075 +741%
WSFS
74
Wilmington Savings Fund Society
Delaware
$29.7M 592,324 +23,167 +4%
H6H
75
Hightower 6M Holding
Kansas
$29.1M 579,604 -28,229 -5%
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