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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

783 hedge funds and large institutions have $11.8B invested in JPMorgan Ultra-Short Income ETF in 2021 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 284 increasing their positions, 311 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
+85
Holders Change %
+12.18%
% of All Funds
12.09%
Holding in Top 10
143
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.33%
% of All Funds
2.21%
New
147
Increased
284
Reduced
311
Closed
50
Calls
$3.38M
Puts
–
Net Calls
+$3.38M
Net Calls Change
+$3.38M

Top Buyers

1
SLF
1
Sun Life Financial
Ontario, Canada
$480M
2
HWM
2
HB Wealth Management
Georgia
$248M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$109M
4
AWS
4
AJ Wealth Strategies
New York
$93.2M
5
AWM
5
Axxcess Wealth Management
California
$70.5M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$758M
3
AI
3
AXS Investments
New York
$0
4
CM
4
Cornerstone Management
Georgia
$56.4M
5
UBS Group
5
UBS Group
Switzerland
$344M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.27B 25,216,449 +1,302,860 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$867M 17,178,511 +523,391 +3%
Bank of America
3
Bank of America
North Carolina
$758M 15,022,071 -521,689 -3%
SLF
4
Sun Life Financial
Ontario, Canada
$480M 9,501,354 +6,742,000 +244%
UBS Group
5
UBS Group
Switzerland
$344M 6,807,722 -378,652 -5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$340M 6,742,283 -333,918 -5%
Wells Fargo
7
Wells Fargo
California
$301M 5,964,191 -22,459 -0.4%
HWM
8
HB Wealth Management
Georgia
$248M 4,916,645 +4,916,645 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$205M 4,054,770 +106,240 +3%
Betterment LLC
10
Betterment LLC
New York
$182M 3,603,364 +29,068 +0.8%
S
11
SignatureFD
Georgia
$172M 3,397,768 -189,139 -5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$141M 2,797,005 +206,880 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$119M 2,364,526 -89,090 -4%
LPL Financial
14
LPL Financial
California
$118M 2,329,128 -131,160 -5%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$110M 2,176,499 +903,418 +71%
State of Tennessee, Department of Treasury
16
State of Tennessee, Department of Treasury
Tennessee
$109M 2,158,100 +2,158,100 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$108M 2,137,275 -224,696 -10%
RJA
18
Raymond James & Associates
Florida
$106M 2,107,051 -109,342 -5%
AWS
19
AJ Wealth Strategies
New York
$93.2M 1,846,095 +1,607,357 +673%
KA
20
Klingman & Associates
New York
$83M 1,643,850 -7,475 -0.5%
TC
21
TownSquare Capital
Utah
$78.7M 1,558,095 +1,280,845 +462%
CIAS
22
Capital Investment Advisory Services
North Carolina
$72.8M 1,442,802 +138,861 +11%
RW
23
REDW Wealth
New Mexico
$71.4M 1,415,002 +18,024 +1%
AWM
24
Axxcess Wealth Management
California
$70.5M 1,397,353 +1,397,353 New
HPC
25
HM Payson & Co
Maine
$70M 1,386,906 -9,729 -0.7%
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