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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.

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 %
LJHT
751
Laurie J. Hall Trustee
$370K +$370K +7,380 New
KSWA
752
Kathleen S. Wright Associates
Pennsylvania
$369K -$15K -300 -4%
KOC
753
Koss-Olinger Consulting
Florida
$368K -$35.4K -706 -9%
GSIAS
754
Garden State Investment Advisory Services
New Jersey
$366K +$366K +7,303 New
DFA
755
DHJJ Financial Advisors
Illinois
$365K +$365K +7,077 New
MWM
756
Modera Wealth Management
New Jersey
$364K +$364K +7,260 New
MPW
757
MGO Private Wealth
California
$363K -$32.7K -652 -8%
MFGP
758
Marshall Financial Group (Pennsylvania)
Pennsylvania
$363K -$309K -6,171 -46%
BSSFA
759
Baron Silver Stevens Financial Advisors
Florida
$356K +$356K +7,110 New
FSG
760
Financial Strategies Group
Michigan
$356K -$105K -2,104 -23%
BFG
761
Berger Financial Group
Minnesota
$356K -$10.1K -202 -3%
NFSG
762
Newbridge Financial Services Group
Florida
$355K +$49.4K +985 +16%
SIM
763
Stratos Investment Management
Ohio
$353K -$8.22K -164 -2%
CWM
764
Connecticut Wealth Management
Connecticut
$352K -$458K -9,128 -56%
JFGIW
765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$351K +$100K +1,992 +40%
CFO
766
Collective Family Office
Pennsylvania
$349K +$12.9K +258 +4%
BWM
767
BCGM Wealth Management
Indiana
$345K +$1.7K +34 +0.5%
GBS
768
Gallagher Benefit Services
Illinois
$343K +$343K +6,848 New
F
769
F3Logic
Minnesota
$343K +$343K +6,848 New
FAAM
770
First Ascent Asset Management
Colorado
$339K +$2.06K +41 +0.6%
SCG
771
Sonata Capital Group
Washington
$335K -$113K -2,247 -25%
CPC
772
Consolidated Planning Corp
Georgia
$335K – – –
AWM
773
Angeles Wealth Management
California
$329K +$128K +2,561 +64%
BBW
774
Blue Barn Wealth
Utah
$322K -$383K -7,633 -54%
PWA
775
Phoenix Wealth Advisors
North Carolina
$319K -$183K -3,650 -36%
29 30
31
32 33