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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$2.39B
2
Charles Schwab
Charles Schwab
California
$149M
3
Bank of America
Bank of America
North Carolina
$981M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$307M
5
TW
Transform Wealth
Colorado
$115M

Top Sellers

1
AIA
Angeles Investment Advisors
California
$1.01M
2
SRC
Shufro Rose & Co
New York
$4.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$110M
4
CIAS
Capital Investment Advisory Services
North Carolina
$51.2M
5
HPC
HM Payson & Co
Maine
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
151
Cerity Partners
New York
$14.4M -$882K -17,583 -6%
SFG
152
Sunburst Financial Group
Alabama
$14.3M +$2.34M +46,714 +20%
BA
153
Bristlecone Advisors
Washington
$14.1M +$35.3K +703 +0.3%
MRCM
154
M&R Capital Management
New Jersey
$14M -$1.01M -20,102 -7%
FNT
155
First National Trust
Pennsylvania
$13.8M +$7.28M +145,156 +112%
FIBT
156
First International Bank & Trust
North Dakota
$13.7M +$146K +2,918 +1%
LC
157
Legacy CG
Texas
$13.2M +$4.72M +94,165 +55%
CAM
158
Cresset Asset Management
Illinois
$13.2M -$105K -2,084 -0.8%
SAS
159
Sage Advisory Services
Texas
$13.1M +$631K +12,573 +5%
NW
160
NewEdge Wealth
Pennsylvania
$13.1M -$1.93M -38,388 -13%
CAWM
161
Capital Advisors Wealth Management
Washington
$12.9M +$3.84M +76,604 +42%
PIA
162
Pinion Investment Advisors
Kansas
$12.9M -$1.35M -26,949 -9%
IWN
163
Independent Wealth Network
Iowa
$12.7M +$269K +5,366 +2%
MFP
164
Meridian Financial Partners
Virginia
$12.6M -$511K -10,206 -4%
SW
165
StrongBox Wealth
Missouri
$12.6M +$1.6M +31,888 +15%
SFG
166
StrategIQ Financial Group
Indiana
$12.5M -$452K -9,018 -4%
GKWIM
167
Gerber Kawasaki Wealth & Investment Management
California
$12.3M +$11.5M +228,401 +1,359%
SW
168
SkyOak Wealth
Michigan
$12.1M -$23.8K -474 -0.2%
PA
169
Prism Advisors
California
$12M -$308K -6,140 -2%
SHGA
170
Sand Hill Global Advisors
California
$12M +$522K +10,407 +5%
MWC
171
MBM Wealth Consultants
Missouri
$11.9M +$1.23M +24,506 +11%
DWM
172
Doyle Wealth Management
Florida
$11.9M +$3.15M +62,855 +36%
FA
173
Fountainhead AM
New Jersey
$11.8M +$2.27M +45,333 +24%
NA
174
NewEdge Advisors
Louisiana
$11.8M +$4.74M +94,569 +67%
AC
175
Asio Capital
Kentucky
$11.6M -$9.84M -196,210 -46%
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