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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 %
KTC
776
Kistler-Tiffany Companies
Pennsylvania
$318K +$229K +4,564 +256%
ES
777
ETF Store
Kansas
$318K +$318K +6,325 New
IAP
778
Indie Asset Partners
Indiana
$316K -$33.8K -675 -10%
BC
779
Brio Consultants
California
$316K +$316K +6,300 New
CWM
780
Curi Wealth Management
North Carolina
$310K -$27.5K -548 -8%
TA
781
TrueWealth Advisors
Alabama
$308K +$308K +6,138 New
SIG
782
Spinnaker Investment Group
California
$303K +$62.5K +1,246 +26%
SWA
783
Strata Wealth Advisors
Texas
$301K +$301K +6,000 New
PFA
784
Plotkin Financial Advisors
Maryland
$301K -$201 -4 -0.1%
AFP
785
Alpha Financial Partners
Kentucky
$299K +$299K +5,967 New
PEA
786
Park Edge Advisors
Ohio
$298K +$298K +5,952 New
CBFP
787
Cedar Brook Financial Partners
Ohio
$298K -$83K -1,656 -22%
WS
788
Wedbush Securities
California
$298K -$802K -16,005 -73%
CIBC World Market
789
CIBC World Market
Ontario, Canada
$298K -$15K -300 -5%
VFIC
790
Valley Forge Investment Consultants
Pennsylvania
$298K -$107K -2,127 -26%
VAG
791
VisionPoint Advisory Group
Texas
$296K +$296K +5,898 New
F4L
792
Fortune 45 LLC
Louisiana
$295K +$2.56K +51 +0.9%
BCI
793
Brinker Capital Investments
Pennsylvania
$294K – – –
TB
794
Terril Brothers
Missouri
$289K -$50.1K -1,000 -15%
CF
795
Centaurus Financial
California
$287K -$77.5K -1,548 -21%
GT
796
Glenview Trust
Kentucky
$287K – – –
SPFA
797
Summit Place Financial Advisors
New Jersey
$285K – – –
NL
798
Navalign LLC
California
$283K -$293K -5,839 -51%
AOG
799
Alpha Omega Group
Virginia
$283K +$66.4K +1,324 +31%
RSWM
800
Robertson Stephens Wealth Management
California
$281K +$281K +5,598 New
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