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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

783 hedge funds and large institutions have $11.8B invested in JPMorgan Ultra-Short Income ETF in 2021 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 284 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+85
Holders Change %
+12.18%
% of All Funds
12.09%
Holding in Top 10
143
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.33%
% of All Funds
2.21%
New
147
Increased
284
Reduced
311
Closed
50
Calls
$3.38M
Puts
–
Net Calls
+$3.38M
Net Calls Change
+$3.38M

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$480M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$109M
3
AWS
AJ Wealth Strategies
New York
$93.2M
4
Morgan Stanley
Morgan Stanley
New York
$1.27B
5
TC
TownSquare Capital
Utah
$78.7M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$758M
3
AI
AXS Investments
New York
$0
4
CM
Cornerstone Management
Georgia
$56.4M
5
UBS Group
UBS Group
Switzerland
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
M1FG
726
Mach-1 Financial Group
Arkansas
$153K -$399K -7,932 -72%
HNB
727
Huntington National Bank
Ohio
$135K -$135K – –
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$134K -$1.41M -27,847 -91%
AWM
729
AllSquare Wealth Management
New York
$127K -$45.4K -900 -26%
AWM
730
Atticus Wealth Management
Florida
$126K – – –
CA
731
Clearstead Advisors
Ohio
$117K +$117K +2,310 New
AWM
732
Avior Wealth Management
Nebraska
$115K +$10.3K +205 +10%
WWM
733
Wolff Wiese Magana
California
$108K +$151 +3 +0.1%
Toronto Dominion Bank
734
Toronto Dominion Bank
Ontario, Canada
$106K – – –
AWM
735
Accel Wealth Management
Iowa
$100K -$6.01K -119 -6%
GI
736
Gradient Investments
Minnesota
$99K – – –
FPB
737
First PREMIER Bank
South Dakota
$99K – – –
LFG
738
Larson Financial Group
Missouri
$97K +$95.3K +1,887 +5,550%
CP
739
Castleview Partners
Texas
$96.6K +$96.6K +4,876,713 New
CI
740
CAZ Investments
Texas
$85K -$4.25M -84,285 -98%
BWL
741
Bogart Wealth LLC
Virginia
$83K – – –
SWM
742
Sugarloaf Wealth Management
Georgia
$80K +$80K +1,581 New
EBA
743
Eagle Bay Advisors
New York
$77K -$12K -238 -13%
TFS
744
TrustCore Financial Services
Tennessee
$70K -$75.5K -1,500 -52%
CWA
745
Clearview Wealth Advisors
Oregon
$70K +$25.4K +500 +57%
National Bank of Canada
746
National Bank of Canada
Quebec, Canada
$68K +$68K +1,352 New
GSWM
747
Golden State Wealth Management
California
$66K +$66K +1,299 New
SIS
748
Sound Income Strategies
Florida
$60K -$10.8K -213 -15%
BWM
749
BerganKDV Wealth Management
Minnesota
$56K -$123K -2,440 -69%
CC
750
Commons Capital
Massachusetts
$51K +$51K +1,005 New
28 29
30
31 32