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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.

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
1
Morgan Stanley
New York
$2.82B
2
Bank of America
2
Bank of America
North Carolina
$1.16B
3
Charles Schwab
3
Charles Schwab
California
$298M
4
LPL Financial
4
LPL Financial
California
$464M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$417M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$223K
2
FDCC
2
Foster Dykema Cabot & Co
Massachusetts
$79.8M
3
AWS
3
AJ Wealth Strategies
New York
$6.99M
4
AssetMark Inc
4
AssetMark Inc
California
$75M
5
TW
5
Transform Wealth
Colorado
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Montag & Associates
Georgia
$49.3M +$12.3M +245,460 +33%
EWM
52
Evermay Wealth Management
Virginia
$48.7M -$13.6M -269,877 -22%
DADC
53
D.A. Davidson & Co
Montana
$48.1M +$39.4M +785,463 +450%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$46.7M +$10.7M +214,307 +30%
SLF
55
Sun Life Financial
Ontario, Canada
$46.5M – – –
KAS
56
Kestra Advisory Services
Texas
$44.7M +$23M +459,221 +106%
AF
57
Allworth Financial
California
$44.6M +$11.1M +220,598 +33%
AWM
58
Axxcess Wealth Management
California
$43.2M -$2.15M -42,884 -5%
HighTower Advisors
59
HighTower Advisors
Illinois
$42.6M +$6.79M +135,465 +19%
AA
60
Acorns Advisers
California
$42.2M +$1.11M +22,112 +3%
CFG
61
Citizens Financial Group
Rhode Island
$41.9M +$20.7M +410,841 +97%
BFG
62
Bleakley Financial Group
New Jersey
$41.2M +$41.2M +822,107 New
CW
63
Connectus Wealth
Ohio
$40M +$745K +14,870 +2%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$39.8M +$7.37M +147,029 +23%
QCG
65
Quadrant Capital Group
Ohio
$39.6M -$7.2M -143,554 -15%
LI
66
LVZ Inc
Michigan
$39.1M +$38.4M +765,740 +5,414%
BIAS
67
Beacon Investment Advisory Services
New Jersey
$37.6M -$3.51M -70,014 -9%
AOWM
68
Alpha Omega Wealth Management
Virginia
$36.2M -$4.69M -93,615 -11%
SI
69
Stephens Inc
Arkansas
$35.8M -$3.61M -72,063 -9%
FCIM
70
Fairview Capital Investment Management
California
$35.7M -$9.5M -189,453 -21%
BPWM
71
Badgley Phelps Wealth Managers
Washington
$34.9M -$2.26M -45,182 -6%
REMPR
72
Roof Eidam Maycock Peralta (REMP)
California
$34.5M +$6.8M +135,682 +25%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$33.4M +$11.7M +233,241 +54%
Corient Private Wealth
74
Corient Private Wealth
Florida
$32.6M +$32.6M +650,613 New
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$32.4M -$9.56M -190,658 -23%
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