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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 %
AFS
776
AFG Fiduciary Services
Massachusetts
$214K – – –
MWA
777
Meridian Wealth Advisors
Texas
$213K -$1.06M -21,145 -83%
WWM
778
Windsor Wealth Management
Indiana
$210K +$210K +4,186 New
KFC
779
Klingenstein Fields & Co
New York
$209K -$242K -4,826 -54%
PWMAG
780
Pinnacle Wealth Management Advisory Group
New Jersey
$205K -$2.46M -49,017 -92%
OWP
781
Obermeyer Wealth Partners
Colorado
$203K – – –
MA
782
Mosaic Advisors
Texas
$202K +$804 +16 +0.4%
RCAG
783
Rehmann Capital Advisory Group
Michigan
$201K +$201K +4,012 New
MA
784
Mezzasalma Advisors
New Jersey
$201K – – –
FRA
785
Front Row Advisors
California
$201K – – –
AWM
786
Angeles Wealth Management
California
$201K +$201K +4,000 New
TFA
787
TPG Financial Advisors
Oregon
$200K +$200K +3,991 New
BC
788
Barrett & Company
Rhode Island
$184K +$184K +3,675 New
FEG
789
Financial Enhancement Group
Indiana
$174K +$10K +200 +6%
TFA
790
Toth Financial Advisory
Virginia
$164K +$164K +3,273 New
WIM
791
Westside Investment Management
California
$152K +$129K +22,950 +574%
CWM
792
Castle Wealth Management
Florida
$149K – – –
LFG
793
Larson Financial Group
Missouri
$138K +$41.4K +824 +43%
AIM
794
Acropolis Investment Management
Missouri
$124K +$350 +7 +0.3%
CHC
795
City Holding Co
West Virginia
$111K +$82.7K +1,650 +293%
HWA
796
HHM Wealth Advisors
Tennessee
$110K -$252 -5 -0.2%
WTC
797
WhitTier Trust Company
Nevada
$109K +$109K +2,171 New
WWM
798
Wolff Wiese Magana
California
$108K +$401 +8 +0.4%
Toronto Dominion Bank
799
Toronto Dominion Bank
Ontario, Canada
$105K – – –
GI
800
Gradient Investments
Minnesota
$101K +$2.16K +43 +2%
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