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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 %
FCMT
926
Founders Capital Management (Texas)
Texas
$2K – – –
RWM
927
Ruedi Wealth Management
Illinois
$681 +$681 +1 New
SPWM
928
Spartan Planning & Wealth Management
North Carolina
$201 – – –
SFC
929
SYM Financial Corp
Indiana
$50 -$250 -5 -83%
HNB
930
Huntington National Bank
Ohio
$50 – – –
GWSA
931
Global Wealth Strategies & Associates
Colorado
$7 – – –
FWM
932
Foresight Wealth Management
Utah
– -$33.6M -669,646 Closed
ACG
933
Allen Capital Group
Nebraska
– -$26.1M -519,542 Closed
RCS
934
Retirement Capital Strategies
California
– -$19M -379,431 Closed
CIAS
935
CFS Investment Advisory Services
New Jersey
– -$366K -365,743 Closed
Neuberger Berman Group
936
Neuberger Berman Group
New York
– -$15.6M -311,576 Closed
PCMN
937
Paradigm Capital Management (Nevada)
Nevada
– -$14.5M -289,658 Closed
SAM
938
Synergy Asset Management
Washington
– -$10.9M -217,417 Closed
NP
939
NorthRock Partners
Minnesota
– -$6.15M -122,534 Closed
FF
940
Friedenthal Financial
New Jersey
– -$5.13M -102,221 Closed
HCM
941
Hollencrest Capital Management
California
– -$4.19M -83,610 Closed
APA
942
Astoria Portfolio Advisors
New York
– -$3.77M -75,074 Closed
HIC
943
Hartline Investment Corp
Illinois
– -$3.69M -73,469 Closed
GA
944
GoalVest Advisory
New York
– -$2.98M -59,313 Closed
TL
945
Tradewinds LLC
North Carolina
– -$1.99M -39,755 Closed
CIBC Private Wealth Group
946
CIBC Private Wealth Group
Georgia
– -$1.71M -34,099 Closed
SW
947
Simplicity Wealth
New Jersey
– -$1.7M -33,927 Closed
SEIA
948
Signature Estate & Investment Advisors
California
– -$1.36M -27,072 Closed
SWM
949
Segment Wealth Management
Texas
– -$1.23M -24,500 Closed
SC
950
Sepio Capital
Utah
– -$1.1M -21,966 Closed
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