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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 %
USCWA
801
U.S. Capital Wealth Advisors
Texas
– -$427K -8,413 Closed
B
802
Bailard
California
– -$420K -8,280 Closed
BHWA
803
Beacon Harbor Wealth Advisors
Virginia
– -$409K -8,060 Closed
PWM
804
Purus Wealth Management
California
– -$399K -7,869 Closed
CB
805
Commerce Bank
Missouri
– -$398K -7,855 Closed
WDC
806
Woodward Diversified Capital
California
– -$396K -7,810 Closed
TWP
807
Tower Wealth Partners
Pennsylvania
– -$382K -7,525 Closed
IWA
808
IBEX Wealth Advisors
New Jersey
– -$377K -7,436 Closed
AWA
809
Arkadios Wealth Advisors
Georgia
– -$336K -6,629 Closed
CWA
810
Canvas Wealth Advisors
Kansas
– -$279K -5,500 Closed
DWM
811
Darwin Wealth Management
Florida
– -$278K -5,479 Closed
MAG
812
Mayfair Advisory Group
Alabama
– -$275K -5,422 Closed
NB
813
Northwest Bancshares
Pennsylvania
– -$254K -5,000 Closed
DFA
814
DHJJ Financial Advisors
Illinois
– -$251K -4,950 Closed
CBFP
815
Cedar Brook Financial Partners
Ohio
– -$247K -4,865 Closed
VAS
816
Vestmark Advisory Solutions
Massachusetts
– -$245K -4,826 Closed
OFS
817
OneAscent Financial Services
Alabama
– -$231K -4,553 Closed
OWM
818
OneAscent Wealth Management
Alabama
– -$226K -4,455 Closed
FIA
819
Foundations Investment Advisors
Arizona
– -$209K -4,130 Closed
HCM
820
Hall Capital Management
Rhode Island
– -$207K -4,080 Closed
SAM
821
Silvercrest Asset Management
New York
– -$203K -4,000 Closed
GHAM
822
Gilman Hill Asset Management
Connecticut
– -$200K -3,950 Closed
PWM
823
Palumbo Wealth Management
New York
– -$200K -3,935 Closed
DTIM
824
Danda Trouve Investment Management
Kansas
– -$183K -3,614 Closed
BAM
825
Barrett Asset Management
New York
– -$145K -2,860 Closed
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