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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 %
AIC
201
Archer Investment Corporation
Indiana
$9.4M -$406K -8,112 -4%
EWM
202
Elmwood Wealth Management
California
$9.27M -$239K -4,779 -3%
WCM
203
Wunderlich Capital Managemnt
Tennessee
$9.09M -$350K -6,983 -4%
CAWM
204
Capital Advisors Wealth Management
Washington
$9.04M +$4.46M +89,121 +98%
CSWG
205
Cardinal Strategic Wealth Guidance
Kentucky
$8.99M -$4.5M -89,837 -33%
PWM
206
Prentice Wealth Management
New York
$8.99M -$2.4M -47,956 -21%
MIAN
207
Mariner Independent Advisor Network
Kansas
$8.95M -$556K -11,106 -6%
FA
208
FDx Advisors
Illinois
$8.91M -$1.8M -35,850 -17%
SA
209
Stewardship Advisors
Pennsylvania
$8.88M +$1.86M +37,071 +26%
DADC
210
D.A. Davidson & Co
Montana
$8.87M +$5.71M +114,025 +181%
FM
211
Family Management
New York
$8.77M -$653K -13,030 -7%
DWM
212
Doyle Wealth Management
Florida
$8.71M +$7.86M +156,949 +931%
AWE
213
Avidian Wealth Enterprises
Texas
$8.52M +$1.91M +38,208 +29%
LC
214
Legacy CG
Texas
$8.51M -$985K -19,655 -10%
HKIM
215
Hayek Kallen Investment Management
Alabama
$8.43M -$108K -2,148 -1%
FWM
216
Frontier Wealth Management
Missouri
$8.2M -$4.44M -88,742 -35%
SSB
217
Sandy Spring Bank
Maryland
$8.2M -$479K -9,568 -6%
EWA
218
EP Wealth Advisors
California
$8.15M -$4.61M -92,077 -36%
SPL
219
Smart Portfolios LLC
Washington
$8.13M -$691K -13,786 -8%
GCA
220
Gradient Capital Advisors
California
$8.04M -$2.92M -58,201 -27%
KCM
221
Kendall Capital Management
Maryland
$8.03M -$3.89M -77,700 -33%
OA
222
Oxbow Advisors
Texas
$7.99M +$335K +6,690 +4%
Members Trust
223
Members Trust
Florida
$7.91M -$6.13M -122,284 -44%
MF
224
Meridian Financial
Massachusetts
$7.84M -$128K -2,548 -2%
SF
225
Symphony Financial
Texas
$7.83M -$4.53M -90,382 -37%
7 8
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