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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.

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
1
Morgan Stanley
New York
$2.39B
2
Charles Schwab
2
Charles Schwab
California
$149M
3
Bank of America
3
Bank of America
North Carolina
$981M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$307M
5
TW
5
Transform Wealth
Colorado
$115M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$1.01M
2
SRC
2
Shufro Rose & Co
New York
$4.71M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$110M
4
CIAS
4
Capital Investment Advisory Services
North Carolina
$51.2M
5
HPC
5
HM Payson & Co
Maine
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
76
Valmark Advisers
Ohio
$28.7M +$8.56M +170,732 +42%
NEWAS
77
N.E.W. Advisory Services
Wisconsin
$28.5M -$12.3M -245,182 -30%
MWM
78
Mascoma Wealth Management
New Hampshire
$28M +$1.85M +36,947 +7%
DAS
79
Dynamic Advisor Solutions
Arizona
$27.9M -$479K -9,548 -2%
REMPR
80
Roof Eidam Maycock Peralta (REMP)
California
$27.7M +$499K +9,953 +2%
JWM
81
Janiczek Wealth Management
Colorado
$27.5M -$1.81K -36 -0%
Citadel Advisors
82
Citadel Advisors
Florida
$27.4M +$22.9M +455,662 +503%
Franklin Resources
83
Franklin Resources
California
$26.5M +$8.64M +172,321 +48%
MAM
84
McCarthy Asset Management
California
$26.5M +$6.57M +130,912 +33%
FFA
85
First Foundation Advisors
California
$26.3M -$21.8M -435,593 -45%
CAL
86
Capital Analysts LLC
Pennsylvania
$26.1M +$23.9M +476,520 +1,074%
ACG
87
Allen Capital Group
Nebraska
$26.1M -$2.55M -50,931 -9%
IWC
88
Integrated Wealth Concepts
Massachusetts
$25.8M +$1.54M +30,709 +6%
SF
89
Synovus Financial
Georgia
$25.7M -$1.12M -22,334 -4%
MSA
90
Mason Street Advisors
Wisconsin
$24.7M – – –
SIA
91
Soltis Investment Advisors
Utah
$24.7M -$1.82M -36,189 -7%
AC
92
Abbrea Capital
California
$24M -$6.93M -138,104 -22%
CA
93
Cornerstone Advisory
Maryland
$23.9M +$6.62M +132,000 +38%
SFI
94
SPC Financial Inc
Maryland
$23.7M +$6.15M +122,693 +35%
IA
95
IFP Advisors
Florida
$23.7M +$1.24M +24,634 +6%
SCM
96
Stonehearth Capital Management
Massachusetts
$23.4M +$239K +4,771 +1%
JIP
97
Jaffetilchin Investment Partners
Florida
$23.4M -$3.7M -73,731 -14%
JWBC
98
John W. Brooker & Co
California
$23.1M +$4.17M +83,199 +22%
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.1M +$818K +16,304 +4%
SC
100
Scotia Capital
Ontario, Canada
$23M +$5.6M +111,594 +32%
2 3
4
5 6