JPST icon

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 %
CAP
726
Columbia Advisory Partners
Washington
$425K -$41.6K -829 -9%
SMA
727
Sage Mountain Advisors
Georgia
$419K -$50.1K -999 -11%
BRA
728
Biechele Royce Advisors
Indiana
$413K +$175K +3,500 +74%
LWM
729
Ledge Wealth Management
Minnesota
$411K – – –
KW
730
KWB Wealth
California
$407K +$407K +8,120 New
ACM
731
Anfield Capital Management
California
$407K -$22.9K -455 -5%
PWMAG
732
Pinnacle Wealth Management Advisory Group
New Jersey
$405K +$201K +4,000 +98%
NRI
733
NFP Retirement Inc
California
$401K +$100K +2,000 +33%
WP
734
WealthShield Partners
North Carolina
$400K +$400K +7,950 New
GWAM
735
Guardian Wealth Advisors (Minnesota)
Minnesota
$399K +$399K +7,963 New
BWM
736
Benchmark Wealth Management
Connecticut
$398K -$43.6K -869 -10%
EWM
737
EPG Wealth Management
Georgia
$397K +$1.25K +25 +0.3%
CWA
738
Canvas Wealth Advisors
Kansas
$397K +$397K +7,890 New
WDG
739
Wealth Dimensions Group
Ohio
$395K – – –
KIA
740
KCM Investment Advisors
California
$391K +$391K +7,790 New
EWA
741
EverSource Wealth Advisors
Alabama
$389K +$386K +7,700 +11,493%
RIA
742
Regal Investment Advisors
Michigan
$388K +$388K +7,739 New
GPWA
743
Great Point Wealth Advisors
Massachusetts
$388K +$388K +7,736 New
TA
744
TFB Advisors
Kansas
$386K +$386K +7,704 New
ANTB
745
AMG National Trust Bank
Colorado
$382K -$138K -2,750 -27%
CG
746
Colony Group
Massachusetts
$378K -$1.03M -20,657 -73%
RWA
747
Redhawk Wealth Advisors
Minnesota
$376K +$376K +7,510 New
1IA
748
1834 Investment Advisors
Wisconsin
$376K -$137K -2,735 -27%
AA
749
ACT Advisors
North Carolina
$373K -$44.1M -878,788 -99%
MC
750
Moors & Cabot
Massachusetts
$371K -$51.9K -1,036 -12%
28 29
30
31 32