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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 %
PG
826
Proffitt & Goodson
Tennessee
$226K -$91.6K -1,827 -29%
SAM
827
Summit Asset Management
Tennessee
$225K – – –
CCMG
828
Clark Capital Management Group
Pennsylvania
$223K -$204M -4,070,781 -100%
LAM
829
Lifestyle Asset Management
Texas
$220K +$220K +4,382 New
PFBT
830
Parkside Financial Bank & Trust
Missouri
$218K +$210K +4,193 +2,671%
GAM
831
Gemmer Asset Management
California
$218K -$3.91K -78 -2%
RFC
832
Regions Financial Corp
Alabama
$217K -$54.3K -1,080 -20%
CAMG
833
CWA Asset Management Group
Florida
$217K +$217K +4,323 New
3F
834
360 Financial
Minnesota
$216K – – –
CFA
835
Compass Financial Advisors
Indiana
$216K -$198K -3,950 -48%
WAM
836
Walker Asset Management
Missouri
$215K – – –
PSP
837
Pacific Sage Partners
Washington
$215K +$215K +4,291 New
AFS
838
AFG Fiduciary Services
Massachusetts
$213K – – –
CSIA
839
Charles Schwab Investment Advisory
California
$211K +$211K +4,216 New
WWM
840
Windsor Wealth Management
Indiana
$211K +$1.15K +23 +0.5%
FPAS
841
Focus Partners Advisor Solutions
Missouri
$208K +$208K +4,143 New
PAS
842
Park Avenue Securities
New York
$207K -$1.36M -27,084 -87%
KC
843
Kinloch Capital
Virginia
$204K -$346K -6,919 -63%
MA
844
Mosaic Advisors
Texas
$203K +$1.71K +34 +0.8%
OCM
845
Orion Capital Management
California
$203K -$297K -5,918 -59%
OWP
846
Obermeyer Wealth Partners
Colorado
$203K – – –
AT
847
American Trust
Kentucky
$202K +$202K +9,298 New
WIM
848
Westside Investment Management
California
$202K +$61.5K +11,785 +44%
FRA
849
Front Row Advisors
California
$201K – – –
CWG
850
Cornerstone Wealth Group
North Carolina
$201K -$426K -8,500 -68%
32 33
34
35 36