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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 %
SA
201
Stewardship Advisors
Pennsylvania
$9.33M +$446K +8,900 +5%
FA
202
FDx Advisors
Illinois
$9.24M +$318K +6,348 +4%
AIC
203
Archer Investment Corporation
Indiana
$9.21M -$200K -3,987 -2%
HSG
204
Helen Stephens Group
Texas
$9.07M +$1.37M +27,280 +18%
MIAN
205
Mariner Independent Advisor Network
Kansas
$8.86M -$103K -2,060 -1%
DADC
206
D.A. Davidson & Co
Montana
$8.75M -$132K -2,626 -1%
MIS
207
Morningstar Investment Services
Illinois
$8.64M +$8.64M +172,405 New
TIAM2
208
Tru Independence Asset Management 2
Oregon
$8.63M -$6.47M -129,016 -43%
HWP
209
Highline Wealth Partners
California
$8.52M +$8.52M +169,908 New
FMP
210
Financial Management Professionals
Texas
$8.52M +$3.65M +72,686 +75%
HKIM
211
Hayek Kallen Investment Management
Alabama
$8.47M +$30.9K +616 +0.4%
5SA
212
5th Street Advisors
Connecticut
$8.46M +$7.55M +150,470 +831%
CTA
213
Colonial Trust Advisors
South Carolina
$8.45M +$8.45M +168,501 New
CL
214
CPWM LLC
Washington
$8.45M -$4.45M -88,788 -35%
SFP
215
Sandbox Financial Partners
Maryland
$8.27M +$1.61M +32,011 +24%
KCM
216
Kendall Capital Management
Maryland
$8.27M +$230K +4,588 +3%
OA
217
Oxbow Advisors
Texas
$8.03M +$30.9K +617 +0.4%
CPWA
218
Cerro Pacific Wealth Advisors
California
$7.9M -$1.52M -30,251 -16%
PPW
219
Pasadena Private Wealth
California
$7.83M +$7.83M +156,137 New
JWCA
220
J.W. Cole Advisors
Florida
$7.81M +$1.63M +32,563 +26%
UB
221
UMB Bank
Missouri
$7.78M -$2.4M -47,899 -24%
GCA
222
Gradient Capital Advisors
California
$7.76M -$300K -5,984 -4%
CWA
223
Choice Wealth Advisors
Maine
$7.75M +$7.75M +154,444 New
PA
224
Perennial Advisors
New York
$7.72M +$1.07M +21,286 +16%
PWM
225
Prentice Wealth Management
New York
$7.65M -$1.33M -26,649 -15%
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