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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 Market Value Shares Shares
Change 		Shares
Change %
BA
101
Bridgewater Advisors
New York
$22.8M 454,445 +6,055 +1%
FFWA
102
FRG Family Wealth Advisors
Washington
$22.7M 453,391 -96,408 -18%
SQA
103
Simon Quick Advisors
New Jersey
$22.6M 450,001 -130,877 -23%
HH
104
Hilltop Holdings
Texas
$22.5M 448,192 +226,552 +102%
PWA
105
Peterson Wealth Advisors
Utah
$22.1M 440,852 -24,962 -5%
GG
106
Greenwood Gearhart
Arkansas
$21.9M 436,785 -126,866 -23%
KAS
107
Kestra Advisory Services
Texas
$21.7M 433,421 +133,932 +45%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$21.7M 432,260 +40,729 +10%
EK
109
Evensky & Katz
Florida
$21.4M 427,492 -6,141 -1%
CFG
110
Citizens Financial Group
Rhode Island
$21.2M 423,324 +48,113 +13%
IWMWV
111
Ironwood Wealth Management (West Virginia)
West Virginia
$20.6M 411,600 -5,408 -1%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$20.5M 408,488 +39,094 +11%
WIC
113
Woodmont Investment Counsel
Tennessee
$20.4M 405,897 -40,140 -9%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$20.2M 403,650 -37,426 -8%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$20M 398,870 +103,275 +35%
KFP
116
KB Financial Partners
New Jersey
$19.9M 396,360 +37,009 +10%
FPCP
117
Fort Point Capital Partners
California
$19.8M 395,240 +381,422 +2,760%
WAM
118
Weatherly Asset Management
California
$19.4M 386,036 +5,521 +1%
RCA
119
Reitz Capital Advisors
Michigan
$19.2M 382,994 -1,235 -0.3%
RCS
120
Retirement Capital Strategies
California
$19M 379,431 +379,431 New
SFA
121
Sequoia Financial Advisors
Ohio
$19M 378,305 -54,018 -12%
PCA
122
Pallas Capital Advisors
Massachusetts
$18.8M 375,806 +375,806 New
AWE
123
Avidian Wealth Enterprises
Texas
$18.8M 374,433 +204,431 +120%
Truist Financial
124
Truist Financial
North Carolina
$18.7M 373,549 +133,251 +55%
SWP
125
Summit Wealth Partners
Florida
$18.7M 373,328 -20,413 -5%
3 4
5
6 7