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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 %
PMFA
751
Plante Moran Financial Advisors
Michigan
$50K +$47.5K +950 +1,900%
HDIM
752
Hanson & Doremus Investment Management
Vermont
$50K +$50K +1,000 New
NSIM
753
North Star Investment Management
Illinois
$48K -$95.9K -1,914 -67%
SAM
754
Strategic Asset Management
Minnesota
$47K -$617K -12,200 -93%
SWA
755
SOA Wealth Advisors
New York
$47K – – –
SFA
756
Semmax Financial Advisors
North Carolina
$45K – – –
SFM
757
Signet Financial Management
New Jersey
$43K -$212K -4,235 -83%
LWM
758
Liberty Wealth Management
California
$41K -$46.3K -918 -53%
OC
759
Oakworth Capital
Alabama
$39K – – –
MAM
760
Meeder Asset Management
Ohio
$30K -$76.5K -1,519 -72%
DHGWA
761
Dixon Hughes Goodman Wealth Advisors
North Carolina
$30K +$30K +590 New
CWS
762
Confluence Wealth Services
Pennsylvania
$29K +$29K +592 New
GTAM
763
Global Trust Asset Management
Florida
$27K – – –
RG
764
Retirement Group
California
$26K -$3.26K -65 -11%
SQA
765
Simon Quick Advisors
New Jersey
$22K +$9.96K +200 +83%
Bessemer Group
766
Bessemer Group
New Jersey
$22K +$22K +439 New
ACM
767
Antonetti Capital Management
Florida
$20K – – –
CFCI
768
Comprehensive Financial Consultants Institutional
Indiana
$20K +$20K +407 New
UFF
769
USA Financial Formulas
Michigan
$15K +$15K +305 New
EAM
770
Eukles Asset Management
Ohio
$14K – – –
C
771
Covestor
United Kingdom
$11K +$11K +208 New
SCA
772
Stonebridge Capital Advisors
Minnesota
$10K -$19.7K -410 -66%
PNC Financial Services Group
773
PNC Financial Services Group
Pennsylvania
$10K +$385 +8 +4%
AssetMark Inc
774
AssetMark Inc
California
$7K -$5.55M -112,676 -100%
FFC
775
Fure Financial Corporation
Minnesota
$4K +$4K +99 New
29 30
31
32 33