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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.

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

Top Sellers

1
AIA
Angeles Investment Advisors
California
$1.01M
2
SRC
Shufro Rose & Co
New York
$4.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$110M
4
CIAS
Capital Investment Advisory Services
North Carolina
$51.2M
5
HPC
HM Payson & Co
Maine
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
751
Sandy Cove Advisors
Massachusetts
$252K +$252K +5,032 New
KeyBank National Association
752
KeyBank National Association
Ohio
$251K -$225K -4,487 -47%
EAM
753
Evanson Asset Management
California
$251K – – –
KIA
754
Kraematon Investment Advisors
Massachusetts
$251K +$401 +8 +0.2%
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$250K – – –
CI
756
CX Institutional
Indiana
$248K -$6.11M -121,721 -96%
HKAM
757
Horizon Kinetics Asset Management
New York
$247K -$66.7K -1,330 -21%
W
758
WealthOne
New York
$247K -$9.78K -195 -4%
JMFC
759
J.M. Forbes & Co
Massachusetts
$244K -$3.51K -70 -1%
BCM
760
Brookstone Capital Management
Illinois
$244K +$244K +4,875 New
SIG
761
Spinnaker Investment Group
California
$241K +$241K +4,807 New
TFO
762
Tarbox Family Office
California
$238K -$2.89M -57,539 -92%
PWS
763
Private Wealth Strategies
Ohio
$238K +$238K +4,735 New
BRA
764
Biechele Royce Advisors
Indiana
$237K -$52.5K -1,050 -18%
C
765
Certuity
Florida
$230K +$150 +3 +0.1%
SAM
766
Summit Asset Management
Tennessee
$225K – – –
NLP
767
Next Level Private
New York
$225K +$225K +4,500 New
QAM
768
Q3 Asset Management
Michigan
$223K -$432K -8,641 -66%
GAM
769
Gemmer Asset Management
California
$222K +$4.17K +83 +2%
RCM
770
Raleigh Capital Management
North Carolina
$222K +$168K +3,350 +313%
PNC Financial Services Group
771
PNC Financial Services Group
Pennsylvania
$219K +$161K +3,214 +277%
AOG
772
Alpha Omega Group
Virginia
$217K -$33K -657 -13%
WAM
773
Walker Asset Management
Missouri
$216K -$161K -3,212 -43%
3F
774
360 Financial
Minnesota
$216K -$25.3K -504 -10%
LCWP
775
Legacy Capital Wealth Partners
Arkansas
$216K -$23.5K -469 -10%
29 30
31
32 33