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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 %
AFG
126
Albion Financial Group
Utah
$18.6M +$74.1K +1,477 +0.4%
BB
127
Berkshire Bank
Massachusetts
$18.3M -$349K -6,959 -2%
PWM
128
PRW Wealth Management
Massachusetts
$17.6M +$17.6M +351,553 New
SWP
129
Stratos Wealth Partners
Ohio
$17.6M +$3.19M +63,557 +22%
CTC
130
Central Trust Company
Missouri
$17.4M -$5.37M -107,115 -24%
RW
131
REDW Wealth
New Mexico
$17M -$15.6M -311,649 -48%
LPT
132
Legacy Private Trust
Wisconsin
$16.5M -$2.79M -55,540 -14%
TYCC
133
Texas Yale Capital Corp
Florida
$16.4M -$2.73M -54,382 -14%
TNB
134
Thomasville National Bank
Georgia
$16.4M +$290K +5,791 +2%
AIA
135
Arbor Investment Advisors
North Carolina
$16.2M -$662K -13,203 -4%
CCA
136
Cobblestone Capital Advisors
New York
$15.8M +$64.1K +1,278 +0.4%
BO
137
BRR OpCo
Ohio
$15.6M -$9.15M -182,449 -37%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$15.6M -$460K -9,165 -3%
RWA
139
Roberts Wealth Advisors
California
$15.5M +$90.3K +1,804 +0.6%
MAC
140
Mason & Associates (California)
California
$15.5M +$2.19M +43,601 +16%
VIA
141
Vickerman Investment Advisors
Washington
$15.5M +$2.13M +42,561 +16%
MHR
142
Matthew Hamilton Rosenberg
$15.4M +$1.29M +25,801 +9%
JAG
143
Journey Advisory Group
Kentucky
$15.4M -$414K -8,248 -3%
AWS
144
Atria Wealth Solutions
New York
$15.3M +$3.72M +74,218 +32%
BTWM
145
Baker Tilly Wealth Management
Wisconsin
$14.9M +$205K +4,081 +1%
LGA
146
Lebenthal Global Advisors
New York
$14.9M +$14.9M +297,226 New
NA
147
Nottingham Advisors
New York
$14.9M -$1.08M -21,518 -7%
OIA
148
OneDigital Investment Advisors
Kansas
$14.8M -$54.7K -1,091 -0.4%
DOA
149
D'Orazio & Associates
Virginia
$14.7M +$14.7M +292,664 New
PCMN
150
Paradigm Capital Management (Nevada)
Nevada
$14.5M -$389K -7,762 -3%
4 5
6
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