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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.

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
1
Morgan Stanley
New York
$2.82B
2
Bank of America
2
Bank of America
North Carolina
$1.16B
3
Charles Schwab
3
Charles Schwab
California
$298M
4
LPL Financial
4
LPL Financial
California
$464M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$417M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$223K
2
FDCC
2
Foster Dykema Cabot & Co
Massachusetts
$79.8M
3
AWS
3
AJ Wealth Strategies
New York
$6.99M
4
AssetMark Inc
4
AssetMark Inc
California
$75M
5
TW
5
Transform Wealth
Colorado
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
101
Stonehearth Capital Management
Massachusetts
$23.6M +$194K +3,866 +0.8%
JWBC
102
John W. Brooker & Co
California
$23.5M +$359K +7,154 +2%
KF
103
Krilogy Financial
Missouri
$23.4M +$18.7M +373,868 +406%
Mariner
104
Mariner
Kansas
$23.3M -$14.2M -283,129 -38%
GG
105
Greenwood Gearhart
Arkansas
$22.8M +$882K +17,603 +4%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$22.7M +$2.25M +44,799 +11%
HH
107
Hilltop Holdings
Texas
$22.6M +$156K +3,114 +0.7%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$22.3M +$2.1M +41,965 +10%
EK
109
Evensky & Katz
Florida
$22.3M +$885K +17,651 +4%
AC
110
Abbrea Capital
California
$21.8M -$2.26M -44,950 -9%
PWA
111
Peterson Wealth Advisors
Utah
$21.7M -$361K -7,192 -2%
FFA
112
First Foundation Advisors
California
$21.3M -$5.02M -100,065 -19%
LGA
113
Lebenthal Global Advisors
New York
$21.2M +$6.34M +126,521 +43%
CAM
114
Cresset Asset Management
Illinois
$20.8M +$7.68M +154,148 +59%
KA
115
Klingman & Associates
New York
$20.5M -$17.4M -347,262 -46%
IWMWV
116
Ironwood Wealth Management (West Virginia)
West Virginia
$20.5M -$202K -4,028 -1%
SFA
117
Sequoia Financial Advisors
Ohio
$20.3M +$1.31M +26,126 +7%
CA
118
Crumly & Associates
Illinois
$19.9M +$19.9M +397,507 New
FPCP
119
Fort Point Capital Partners
California
$19.9M +$64.8K +1,292 +0.3%
SC
120
Scotia Capital
Ontario, Canada
$19.5M -$3.52M -70,273 -15%
PCA
121
Pallas Capital Advisors
Massachusetts
$19.4M +$465K +9,239 +2%
MHR
122
Matthew Hamilton Rosenberg
$19.1M +$3.72M +74,215 +24%
SWP
123
Summit Wealth Partners
Florida
$19.1M +$393K +7,842 +2%
AI
124
Atria Investments
North Carolina
$19M -$16.2M -322,703 -46%
SFG
125
Sterling Financial Group
California
$18.9M +$18.9M +376,644 New
3 4
5
6 7