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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 %
GAM
876
Gould Asset Management
California
– -$475K -9,486 Closed
APW
877
Aurora Private Wealth
New Jersey
– -$451K -9,004 Closed
CCM
878
Colorado Capital Management
Colorado
– -$406K -8,107 Closed
FCA
879
FinTrust Capital Advisors
South Carolina
– -$403K -8,048 Closed
MWM
880
Maltin Wealth Management
New Jersey
– -$398K -7,943 Closed
CBB
881
Citizens Business Bank
California
– -$387K -7,725 Closed
BFM
882
Boothbay Fund Management
New York
– -$384K -7,670 Closed
PWP
883
Principle Wealth Partners
Connecticut
– -$364K -7,273 Closed
PFGIA
884
Patriot Financial Group Insurance Agency
Massachusetts
– -$352K -7,036 Closed
PFO
885
Pathstone Family Office
New Jersey
– -$351K -7,000 Closed
LAS
886
LWM Advisory Services
Florida
– -$345K -6,881 Closed
RWP
887
Revolve Wealth Partners
New Jersey
– -$337K -6,721 Closed
AWM
888
Avondale Wealth Management
Texas
– -$301K -6,000 Closed
WMP
889
Wealth Management Partners
Arizona
– -$320K -6,000 Closed
LGWM
890
Litman Gregory Wealth Management
California
– -$299K -5,970 Closed
BFWA
891
Benchmark Financial Wealth Advisors
Florida
– -$298K -5,953 Closed
CAMG
892
CWA Asset Management Group
Florida
– -$276K -5,515 Closed
LAS
893
Lloyd Advisory Services
Georgia
– -$273K -5,461 Closed
CRI
894
Colonial River Investments
Virginia
– -$214K -4,266 Closed
PCMC
895
Private Capital Management (Colorado)
Colorado
– -$211K -4,190 Closed
SIC
896
Sterling Investment Counsel
New York
– -$204K -4,108 Closed
LC
897
Lindbrook Capital
California
– -$175K -3,500 Closed
SWM
898
SeaCrest Wealth Management
New York
– -$52K -1,037 Closed
CWA
899
Clearview Wealth Advisors
Oregon
– -$49K -980 Closed
BFPW
900
BOK Financial Private Wealth
Colorado
– -$23K -455 Closed
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