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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

811 hedge funds and large institutions have $13.1B invested in JPMorgan Ultra-Short Income ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 355 reducing their positions, and 64 closing their positions.

Holders
811
Holders Change
+28
Holders Change %
+3.58%
% of All Funds
12.84%
Holding in Top 10
146
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.1%
% of All Funds
2.31%
New
102
Increased
297
Reduced
355
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$416M
2
SW
2
SVB Wealth
Massachusetts
$397M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.45B
4
AssetMark Inc
4
AssetMark Inc
California
$127M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$101M

Top Sellers

1
CP
1
Castleview Partners
Texas
$4.63M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Jane Street
3
Jane Street
New York
$0
4
5L
4
55I LLC
Massachusetts
$13.1M
5
MC
5
McMorgan & Co
California
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BB
101
Berkshire Bank
Massachusetts
$19.5M 388,367 +10,533 +3%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$19.3M 384,645 +245,566 +177%
SSWM
103
Smith Salley Wealth Management
North Carolina
$19.1M 380,733 -272,857 -42%
SWP
104
Summit Wealth Partners
Florida
$19.1M 380,283 +14,789 +4%
PIA
105
Pinion Investment Advisors
Kansas
$18.9M 376,908 -39,694 -10%
MAM
106
McCarthy Asset Management
California
$18.9M 376,189 -6,372 -2%
AFG
107
Albion Financial Group
Utah
$18.9M 376,139 +6,016 +2%
AIA
108
Arbor Investment Advisors
North Carolina
$18.5M 368,634 +15,985 +5%
TYCC
109
Texas Yale Capital Corp
Florida
$18.2M 361,714 +4,286 +1%
JWBC
110
John W. Brooker & Co
California
$18.1M 360,236 +12,166 +3%
MWM
111
Magnolia Wealth Management
Alabama
$18M 358,685 +358,685 New
RCA
112
Reitz Capital Advisors
Michigan
$18M 358,389 +122,956 +52%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$17.9M 356,976 -92,105 -21%
VA
114
Valmark Advisers
Ohio
$17.8M 354,744 +122,126 +53%
DSAM
115
Dock Street Asset Management
Florida
$17.7M 352,806 +40,464 +13%
AC
116
Asio Capital
Kentucky
$17.7M 352,425 +98,895 +39%
Neuberger Berman Group
117
Neuberger Berman Group
New York
$17.1M 339,222 -17,260 -5%
Franklin Resources
118
Franklin Resources
California
$16.6M 329,300 -37,214 -10%
BTWM
119
Baker Tilly Wealth Management
Wisconsin
$16.5M 328,465 -8,092 -2%
TNB
120
Thomasville National Bank
Georgia
$16.5M 328,060 -2,484 -0.8%
SC
121
Scotia Capital
Ontario, Canada
$16.5M 327,272 +12,743 +4%
FWM
122
Foresight Wealth Management
Utah
$16.1M 319,739 -110,353 -26%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$16M 317,897 +192,181 +153%
MRCM
124
M&R Capital Management
New Jersey
$16M 317,374 +48,033 +18%
RWA
125
Roberts Wealth Advisors
California
$15.9M 316,575 -9,586 -3%
3 4
5
6 7