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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.

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

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$223K
2
FDCC
Foster Dykema Cabot & Co
Massachusetts
$79.8M
3
AWS
AJ Wealth Strategies
New York
$6.99M
4
AssetMark Inc
AssetMark Inc
California
$75M
5
TW
Transform Wealth
Colorado
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
126
Woodmont Investment Counsel
Tennessee
$18.8M -$1.51M -30,171 -7%
RCA
127
Reitz Capital Advisors
Michigan
$18.8M -$376K -7,495 -2%
KFP
128
KB Financial Partners
New Jersey
$18.7M -$1.17M -23,275 -6%
WAM
129
Weatherly Asset Management
California
$18.5M -$891K -17,725 -5%
SPC
130
Sigma Planning Corp
Michigan
$18.5M +$13M +259,833 +238%
DW
131
Domani Wealth
Pennsylvania
$18.3M +$7.82M +156,074 +74%
SFG
132
Sunburst Financial Group
Alabama
$18.3M +$3.94M +78,652 +28%
CA
133
Cetera Advisors
Colorado
$18.1M +$11.5M +228,770 +173%
PWM
134
PRW Wealth Management
Massachusetts
$18.1M +$437K +8,723 +2%
AFG
135
Albion Financial Group
Utah
$17.9M -$652K -13,011 -4%
SQA
136
Simon Quick Advisors
New Jersey
$17.9M -$4.71M -93,890 -21%
ATPW
137
Ashton Thomas Private Wealth
Arizona
$17.7M +$7.8M +155,540 +79%
SWP
138
Stratos Wealth Partners
Ohio
$17.7M +$56K +1,117 +0.3%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$17.4M +$3.69M +73,485 +27%
RWA
140
Roberts Wealth Advisors
California
$17.2M +$1.62M +32,292 +10%
BB
141
Berkshire Bank
Massachusetts
$17.1M -$1.17M -23,251 -6%
AMR
142
Asset Management Resources
Massachusetts
$17M +$7.48M +149,199 +79%
AAS
143
Ameritas Advisory Services
Nebraska
$16.5M +$15.7M +312,376 +1,884%
LPT
144
Legacy Private Trust
Wisconsin
$16.5M -$21.8K -434 -0.1%
PSCM
145
Per Stirling Capital Management
Texas
$16.4M +$16.4M +326,486 New
TW
146
Transform Wealth
Colorado
$16.2M -$98.6M -1,963,480 -86%
VIA
147
Vickerman Investment Advisors
Washington
$16.1M +$642K +12,804 +4%
AIA
148
Arbor Investment Advisors
North Carolina
$16M -$237K -4,736 -1%
NW
149
NewEdge Wealth
Pennsylvania
$15.9M +$2.87M +57,271 +22%
TNB
150
Thomasville National Bank
Georgia
$15.8M -$576K -11,488 -4%
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