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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
$2.82B
2
Bank of America
Bank of America
North Carolina
$1.16B
3
Charles Schwab
Charles Schwab
California
$298M
4
LPL Financial
LPL Financial
California
$464M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$417M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$223K
2
FDCC
Foster Dykema Cabot & Co
Massachusetts
$79.8M
3
AWS
AJ Wealth Strategies
New York
$6.99M
4
AssetMark Inc
AssetMark Inc
California
$75M
5
TW
Transform Wealth
Colorado
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
801
Laidlaw Wealth Management
New York
$277K +$277K +5,532 New
BBA
802
Braun-Bostich & Associates
Pennsylvania
$277K -$127K -2,528 -31%
KCM
803
Kathmere Capital Management
Pennsylvania
$275K -$83.3K -1,661 -23%
BFIM
804
Beese Fulmer Investment Management
Ohio
$271K – – –
TFG
805
Tilson Financial Group
New Jersey
$270K +$270K +5,394 New
MA
806
MJP Associates
Connecticut
$270K -$13.1K -261 -5%
TDC
807
Thompson Davis & Co
Virginia
$266K +$1.05K +21 +0.4%
AFM
808
Andesa Financial Management
Pennsylvania
$257K +$257K +5,125 New
SHA
809
Seneca House Advisors
Virginia
$256K +$256K +5,106 New
KIA
810
Kraematon Investment Advisors
Massachusetts
$252K +$852 +17 +0.3%
HSWM
811
Hubbell Strickland Wealth Management
Louisiana
$251K +$251K +5,012 New
EAM
812
Evanson Asset Management
California
$251K – – –
CCA
813
Column Capital Advisors
Indiana
$250K -$1.52M -30,247 -86%
SWMP
814
Signature Wealth Management Partners
New Jersey
$245K -$316K -6,309 -56%
JMFC
815
J.M. Forbes & Co
Massachusetts
$244K -$502 -10 -0.2%
FFS
816
Founders Financial Securities
Maryland
$244K -$23.4K -467 -9%
AFG
817
Affinia Financial Group
Massachusetts
$240K +$240K +4,782 New
WAM
818
Warberg Asset Management
Illinois
$238K +$238K +4,752 New
DCM
819
Dudley Capital Management
Virginia
$236K +$236K +4,703 New
PNC Financial Services Group
820
PNC Financial Services Group
Pennsylvania
$235K +$15.7K +313 +7%
BCA
821
Bay Colony Advisors
Massachusetts
$234K -$184K -3,670 -44%
C
822
Certuity
Florida
$233K +$3.16K +63 +1%
CWA
823
Core Wealth Advisors
Florida
$231K +$231K +4,602 New
LAS
824
LWM Advisory Services
Florida
$230K +$230K +4,593 New
CWM
825
Congress Wealth Management
Massachusetts
$227K +$227K +4,519 New
31 32
33
34 35