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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 %
AGAM
951
Audent Global Asset Management
California
– -$1.07M -21,232 Closed
BFG
952
Beacon Financial Group
Texas
– -$1.05M -20,848 Closed
ACM
953
AlphaStar Capital Management
North Carolina
– -$1.02M -20,233 Closed
AIA
954
Angeles Investment Advisors
California
– -$1.01M -20,055 Closed
NC
955
NovaPoint Capital
Georgia
– -$999K -19,909 Closed
PCS
956
Personal CFO Solutions
New Jersey
– -$836K -16,674 Closed
AWA
957
Arete Wealth Advisors
Illinois
– -$705K -14,056 Closed
ACA
958
Affinity Capital Advisors
California
– -$701K -13,981 Closed
SS
959
Simplicity Solutions
Minnesota
– -$643K -12,821 Closed
MWM
960
Madison Wealth Management
Ohio
– -$602K -12,000 Closed
BFS
961
Bickling Financial Services
Massachusetts
– -$541K -10,771 Closed
LJCM
962
Lee Johnson Capital Management
Texas
– -$513K -10,234 Closed
JF
963
JSF Financial
California
– -$496K -9,892 Closed
DWM
964
Destination Wealth Management
California
– -$445K -8,865 Closed
CP
965
Covenant Partners
Tennessee
– -$442K -8,804 Closed
MFG
966
Menard Financial Group
Texas
– -$391K -7,798 Closed
KA
967
Kovack Advisors
Florida
– -$386K -7,704 Closed
HWA
968
Heartwood Wealth Advisors
Virginia
– -$380K -7,575 Closed
LNWWM
969
Laird Norton Wetherby Wealth Management
California
– -$366K -7,283 Closed
1WM
970
1900 Wealth Management
Texas
– -$348K -6,934 Closed
ECM
971
Evergreen Capital Management
Washington
– -$319K -6,356 Closed
HIMC
972
Heritage Investors Management Corp
Maryland
– -$319K -6,350 Closed
GDP
973
Great Diamond Partners
Maine
– -$308K -6,160 Closed
TBWA
974
Three Bridge Wealth Advisors
California
– -$301K -6,000 Closed
RF
975
Resolute Financial
Massachusetts
– -$290K -5,781 Closed
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39
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