JPST icon

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 %
DWM
176
Dakota Wealth Management
Florida
$11.6M +$4.99M +99,547 +76%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$11.6M +$10.4M +153,623 +924%
GGS
178
Galvin Gaustad & Stein
Arizona
$11.6M -$1.07M -21,405 -8%
LA
179
LexAurum Advisors
Kansas
$11.2M +$1.74M +34,638 +18%
FWP
180
FAS Wealth Partners
Kansas
$11.2M -$158K -3,147 -1%
SFA
181
Souders Financial Advisors
Ohio
$11.2M +$964K +19,220 +9%
KP
182
Keel Point
Alabama
$11.1M +$276K +5,499 +3%
HCA
183
Horan Capital Advisors
Ohio
$11M +$242K +4,833 +2%
SAM
184
Synergy Asset Management
Washington
$10.9M +$10.9M +217,417 New
ES
185
Eagle Strategies
New York
$10.9M +$7.5M +149,523 +222%
EL
186
Essex LLC
Illinois
$10.8M +$169K +3,371 +2%
HI
187
Harbour Investments
Wisconsin
$10.6M – – –
MA
188
Mutual Advisors
Nebraska
$10.6M +$5.55M +110,624 +110%
KL
189
KWMG LLC
Kansas
$10.6M +$178K +3,554 +2%
DW
190
Domani Wealth
Pennsylvania
$10.5M -$1.59M -31,743 -13%
FF
191
Financial Futures
New Jersey
$10.4M -$1.12M -22,332 -10%
EWM
192
Elmwood Wealth Management
California
$10.3M +$1.01M +20,231 +11%
FF
193
FourThought Financial
Florida
$10.2M +$81K +1,615 +0.8%
LWA
194
Lowe Wealth Advisors
Maryland
$10.1M +$373K +7,441 +4%
NCM
195
Nelson Capital Management
California
$9.97M -$2.48M -49,374 -20%
PMG
196
ProVise Management Group
Florida
$9.9M +$9.9M +197,443 New
ATPW
197
Ashton Thomas Private Wealth
Arizona
$9.89M -$4.18M -83,371 -30%
EWA
198
Encompass Wealth Advisors
Oregon
$9.86M +$10K +200 +0.1%
CFGF
199
Compass Financial Group (Florida)
Florida
$9.69M +$82.9K +1,653 +0.9%
AMR
200
Asset Management Resources
Massachusetts
$9.5M +$2.19M +43,677 +30%
6 7
8
9 10