JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

928 hedge funds and large institutions have $17.4B invested in JPMorgan Ultra-Short Income ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 354 increasing their positions, 365 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+71
Holders Change %
+8.28%
% of All Funds
14.97%
Holding in Top 10
190
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
3.07%
New
162
Increased
354
Reduced
365
Closed
73
Calls
$4.55M
Puts
–
Net Calls
+$4.55M
Net Calls Change
-$8.22M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$428M
2
Bank of America
Bank of America
North Carolina
+$181M
3
Charles Schwab
Charles Schwab
California
+$149M
4
LPL Financial
LPL Financial
California
+$147M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$104M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$204M
2
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$118M
3
AWS
AJ Wealth Strategies
New York
-$104M
4
AssetMark Inc
AssetMark Inc
California
-$101M
5
TW
Transform Wealth
Colorado
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
201
First Business Financial Services
Wisconsin
$10.2M +$10.2M +204,019 New
Bessemer Group
202
Bessemer Group
New Jersey
$10.2M +$10.1M +202,000 +25,250%
LA
203
LexAurum Advisors
Kansas
$10.1M -$1.08M -21,621 -10%
BTWM
204
Baker Tilly Wealth Management
Wisconsin
$10.1M -$4.83M -96,267 -32%
WAG
205
Winthrop Advisory Group
Massachusetts
$10M +$8.82M +175,425 +746%
CFD
206
Creative Financial Designs
Indiana
$9.92M +$9.52M +189,879 +2,371%
FEM
207
Fulcrum Equity Management
Texas
$9.83M +$4.86M +96,900 +98%
MWM
208
Magnolia Wealth Management
Alabama
$9.8M +$9.8M +195,501 New
EWM
209
Elmwood Wealth Management
California
$9.77M -$521K -10,402 -5%
SFA
210
Souders Financial Advisors
Ohio
$9.77M -$1.39M -27,780 -12%
MOS
211
MGO One Seven
Ohio
$9.75M -$2.21M -44,035 -18%
EWA
212
Encompass Wealth Advisors
Oregon
$9.74M -$107K -2,139 -1%
MA
213
Mutual Advisors
Nebraska
$9.74M -$862K -17,190 -8%
SA
214
Stewardship Advisors
Pennsylvania
$9.48M +$149K +2,967 +2%
CFGF
215
Compass Financial Group (Florida)
Florida
$9.43M -$248K -4,944 -3%
HI
216
Harbour Investments
Wisconsin
$9.3M -$1.32M -26,353 -12%
HSG
217
Helen Stephens Group
Texas
$9.19M +$133K +2,653 +1%
AIC
218
Archer Investment Corporation
Indiana
$9.12M -$88.8K -1,771 -1%
HFRG
219
Houlihan Financial Resource Group
Virginia
$9.11M +$1.45M +28,934 +19%
MWC
220
MBM Wealth Consultants
Missouri
$9.07M -$2.87M -57,172 -24%
HWP
221
Highline Wealth Partners
California
$8.82M +$299K +5,958 +4%
MIS
222
Morningstar Investment Services
Illinois
$8.74M +$100K +2,001 +1%
SFP
223
Sandbox Financial Partners
Maryland
$8.72M +$450K +8,974 +5%
NCM
224
Nelson Capital Management
California
$8.71M -$1.25M -24,904 -13%
FAM
225
Family Asset Management
South Carolina
$8.56M +$8.56M +170,829 New
7 8
9
10 11