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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 %
TIM
801
Tortoise Investment Management
New York
$97K -$560K -11,175 -85%
KTC
802
Kistler-Tiffany Companies
Pennsylvania
$89K +$89K +1,781 New
CA
803
Clearstead Advisors
Ohio
$88K -$25K -500 -22%
BHWM
804
Beaird Harris Wealth Management
Texas
$85K +$85K +1,688 New
SBL
805
Sargent Bickham Lagudis
Colorado
$84K -$43K -858 -34%
SIS
806
Sound Income Strategies
Florida
$83K +$10.3K +206 +14%
BWL
807
Bogart Wealth LLC
Virginia
$82K – – –
GWS
808
Glassman Wealth Services
Virginia
$81K +$37.1K +736 +84%
GIA
809
GHP Investment Advisors
Colorado
$80K +$302 +6 +0.4%
SWM
810
Sugarloaf Wealth Management
Georgia
$80K +$301 +6 +0.4%
MA
811
MUFG Americas
New York
$75K – – –
GWSG
812
GPS Wealth Strategies Group
Colorado
$74K +$15.2K +302 +26%
WT
813
Whittier Trust
California
$69K -$1.56M -31,065 -96%
SAM
814
Strategic Asset Management
Minnesota
$64K +$27.8K +555 +77%
AWM
815
AllSquare Wealth Management
New York
$61K – – –
AAM
816
Advisors Asset Management
Colorado
$59K +$59K +1,177 New
SCA
817
Stonebridge Capital Advisors
Minnesota
$55K +$44.6K +892 +429%
EBA
818
Eagle Bay Advisors
New York
$53K – – –
AWM
819
Accel Wealth Management
Iowa
$52K -$7.58K -150 -13%
National Bank of Canada
820
National Bank of Canada
Quebec, Canada
$51K – – –
SWA
821
SOA Wealth Advisors
New York
$47K – – –
SFA
822
Semmax Financial Advisors
North Carolina
$45K – – –
HDIM
823
Hanson & Doremus Investment Management
Vermont
$44K -$5.94K -119 -12%
Bessemer Group
824
Bessemer Group
New Jersey
$40K – – –
SC
825
SouthState Corp
Florida
$35K -$95K -1,900 -73%
31 32
33
34 35