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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

838 hedge funds and large institutions have $14.2B invested in JPMorgan Ultra-Short Income ETF in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 310 increasing their positions, 361 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
+27
Holders Change %
+3.33%
% of All Funds
14.17%
Holding in Top 10
180
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+23.29%
% of All Funds
3.04%
New
103
Increased
310
Reduced
361
Closed
68
Calls
$3.96M
Puts
–
Net Calls
+$3.96M
Net Calls Change
+$3.96M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.86B
2
GC
Grimes & Company
Massachusetts
$318M
3
FDCC
Foster Dykema Cabot & Co
Massachusetts
$197M
4
Bank of America
Bank of America
North Carolina
$849M
5
CCMG
Clark Capital Management Group
Pennsylvania
$206M

Top Sellers

1
SLF
Sun Life Financial
Ontario, Canada
$46.5M
2
CIAS
CFS Investment Advisory Services
New Jersey
$760K
3
S
SignatureFD
Georgia
$128M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$158M
5
KA
Klingman & Associates
New York
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
826
Plante Moran Financial Advisors
Michigan
$5K +$5K +100 New
BRWM
827
B. Riley Wealth Management
Tennessee
$4.56K +$2.84K +56,783 +166%
HWMA
828
Heritage Wealth Management (Arizona)
Arizona
$3.21K – – –
EWA
829
EverSource Wealth Advisors
Alabama
$3K – – –
CAAS
830
Capital Asset Advisory Services
Michigan
$3K +$3K +54 New
BW
831
Bison Wealth
Georgia
$2K -$719K -14,388 -100%
RA
832
Rise Advisors
New York
$2K +$2K +37 New
FCMT
833
Founders Capital Management (Texas)
Texas
$2K +$2K +45 New
AR
834
Apeiron RIA
Texas
$1.01K -$28 -4,390 -3%
SFC
835
SYM Financial Corp
Indiana
$1K -$964 -27 -49%
PPWM
836
PFG Private Wealth Management
Florida
$1K +$1K +20 New
FGAM
837
Financial Gravity Asset Management
Texas
$574 – – –
WIM
838
Westside Investment Management
California
$200 +$200 +4,000 New
5L
839
55I LLC
Massachusetts
– -$13.1M -259,855 Closed
FPOC
840
Financial Planners of Cleveland
Ohio
– -$10.7M -213,280 Closed
TGAM
841
TBH Global Asset Management
Tennessee
– -$9.38M -186,590 Closed
CWA
842
Choice Wealth Advisors
Maine
– -$7.64M -152,094 Closed
CWM
843
Congress Wealth Management
Massachusetts
– -$7.08M -140,848 Closed
HIM
844
Harbour Investment Management
Washington
– -$7.08M -140,839 Closed
BNP Paribas Financial Markets
845
BNP Paribas Financial Markets
France
– -$4.28M -85,133 Closed
PAG
846
Paladin Advisory Group
Iowa
– -$4.04M -80,437 Closed
PCWA
847
Pacific Capital Wealth Advisors
California
– -$3.33M -66,190 Closed
SC
848
Slow Capital
California
– -$2.93M -58,300 Closed
SCP
849
Syntal Capital Partners
Texas
– -$2.56M -50,848 Closed
AHC
850
Adell Harriman & Carpenter
Texas
– -$2.12M -42,215 Closed
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