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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 %
FGAM
851
Financial Gravity Asset Management
Texas
$2.11K +$702 +50 +50%
FCMT
852
Founders Capital Management (Texas)
Texas
$2K – – –
EI
853
Ellevest Inc
New York
$2K +$2K +36 New
EWM
854
Executive Wealth Management
Michigan
$478 -$9.37K -9,369 -95%
DSAM
855
Dock Street Asset Management
Florida
– -$17.4M -347,155 Closed
CF
856
Clarity Financial
Texas
– -$16.9M -336,638 Closed
FFC
857
Fure Financial Corporation
Minnesota
– -$16.4M -327,123 Closed
PWAC
858
Private Wealth Advisors (California)
California
– -$15.5M -309,507 Closed
LHWM
859
Lake Hills Wealth Management
Texas
– -$7.71M -153,976 Closed
CPO
860
Cerity Partners OCIO
New York
– -$6.32M -126,171 Closed
VIA
861
Vident Investment Advisory
Georgia
– -$5.98M -119,462 Closed
NWA
862
Navis Wealth Advisors
New York
– -$4.43M -88,495 Closed
TC
863
Trilogy Capital
California
– -$2.31M -46,177 Closed
HF
864
HRT Financial
New York
– -$2.04M -40,722 Closed
PFP
865
Paragon Financial Partners
California
– -$1.83M -36,527 Closed
EP
866
Eudaimonia Partners
Tennessee
– -$1.67M -33,280 Closed
CCA
867
Catalyst Capital Advisors
New York
– -$1.6M -31,948 Closed
JCM
868
Jacobi Capital Management
Pennsylvania
– -$902K -18,012 Closed
VHAM
869
Van Hulzen Asset Management
California
– -$843K -16,832 Closed
SA
870
Shilanski & Associates
Alaska
– -$816K -16,294 Closed
CCFM
871
Clear Creek Financial Management
Washington
– -$792K -15,815 Closed
LWM
872
Laidlaw Wealth Management
New York
– -$609K -12,150 Closed
RPWA
873
Regent Peak Wealth Advisors
Georgia
– -$517K -10,332 Closed
RWP
874
Ridgecrest Wealth Partners
California
– -$504K -10,054 Closed
JF
875
Joule Financial
Kentucky
– -$480K -9,583 Closed
33 34
35
36 37