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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

838 hedge funds and large institutions have $14.2B invested in JPMorgan Ultra-Short Income ETF in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 310 increasing their positions, 361 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
+27
Holders Change %
+3.33%
% of All Funds
14.17%
Holding in Top 10
180
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+23.29%
% of All Funds
3.04%
New
103
Increased
310
Reduced
361
Closed
68
Calls
$3.96M
Puts
–
Net Calls
+$3.96M
Net Calls Change
+$3.96M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.86B
2
GC
Grimes & Company
Massachusetts
$318M
3
FDCC
Foster Dykema Cabot & Co
Massachusetts
$197M
4
Bank of America
Bank of America
North Carolina
$849M
5
CCMG
Clark Capital Management Group
Pennsylvania
$206M

Top Sellers

1
SLF
Sun Life Financial
Ontario, Canada
$46.5M
2
CIAS
CFS Investment Advisory Services
New Jersey
$760K
3
S
SignatureFD
Georgia
$128M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$158M
5
KA
Klingman & Associates
New York
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
176
Financial Futures
New Jersey
$11.5M +$6.81M +136,009 +144%
SHGA
177
Sand Hill Global Advisors
California
$11.5M -$1.73M -34,577 -13%
FWP
178
FAS Wealth Partners
Kansas
$11.3M -$1.12M -22,293 -9%
LPWM
179
Lake Point Wealth Management
Texas
$11.1M +$11.1M +222,500 New
AI
180
Atria Investments
North Carolina
$11.1M +$4.85M +96,860 +77%
HH
181
Hilltop Holdings
Texas
$11.1M +$9.89M +197,421 +815%
SW
182
StrongBox Wealth
Missouri
$11M +$2.23M +44,520 +26%
KP
183
Keel Point
Alabama
$10.8M +$1.84M +36,637 +20%
HCA
184
Horan Capital Advisors
Ohio
$10.7M -$1.23M -24,527 -10%
MWC
185
MBM Wealth Consultants
Missouri
$10.7M +$10.7M +213,140 New
EL
186
Essex LLC
Illinois
$10.7M -$116K -2,315 -1%
HI
187
Harbour Investments
Wisconsin
$10.6M +$10.6M +211,936 New
KL
188
KWMG LLC
Kansas
$10.4M -$294K -5,864 -3%
SSWM
189
Smith Salley Wealth Management
North Carolina
$10.3M -$8.75M -174,681 -46%
SFA
190
Souders Financial Advisors
Ohio
$10.2M +$201K +4,022 +2%
UB
191
UMB Bank
Missouri
$10.2M -$3.53M -70,547 -26%
FF
192
FourThought Financial
Florida
$10.1M +$472K +9,424 +5%
YIA
193
YHB Investment Advisors
Connecticut
$10M +$1.37M +27,282 +16%
EWA
194
Encompass Wealth Advisors
Oregon
$9.83M -$778K -15,524 -7%
GWM
195
Geneos Wealth Management
Colorado
$9.76M +$18.2K +364 +0.2%
LWA
196
Lowe Wealth Advisors
Maryland
$9.73M +$231K +4,614 +2%
CFGF
197
Compass Financial Group (Florida)
Florida
$9.59M +$139K +2,783 +1%
FA
198
Fountainhead AM
New Jersey
$9.53M -$1.49M -29,675 -13%
LA
199
LexAurum Advisors
Kansas
$9.44M -$518K -10,350 -5%
CPWA
200
Cerro Pacific Wealth Advisors
California
$9.41M +$2.19M +43,658 +30%
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