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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

811 hedge funds and large institutions have $13.1B invested in JPMorgan Ultra-Short Income ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 355 reducing their positions, and 64 closing their positions.

Holders
811
Holders Change
+28
Holders Change %
+3.58%
% of All Funds
12.84%
Holding in Top 10
146
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.1%
% of All Funds
2.31%
New
102
Increased
297
Reduced
355
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$416M
2
SW
2
SVB Wealth
Massachusetts
$397M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.45B
4
AssetMark Inc
4
AssetMark Inc
California
$127M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$101M

Top Sellers

1
CP
1
Castleview Partners
Texas
$4.63M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Jane Street
3
Jane Street
New York
$0
4
5L
4
55I LLC
Massachusetts
$13.1M
5
MC
5
McMorgan & Co
California
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.45B 28,883,605 +3,667,156 +15%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$907M 18,051,967 +873,456 +5%
Bank of America
3
Bank of America
North Carolina
$742M 14,751,396 -270,675 -2%
SLF
4
Sun Life Financial
Ontario, Canada
$464M 9,237,354 -264,000 -3%
AAS
5
Avantax Advisory Services
Texas
$416M 8,269,879 +8,203,831 +12,421%
SW
6
SVB Wealth
Massachusetts
$397M 7,906,237 +7,906,237 New
UBS Group
7
UBS Group
Switzerland
$377M 7,493,198 +685,476 +10%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$333M 6,622,448 -119,835 -2%
Wells Fargo
9
Wells Fargo
California
$262M 5,210,507 -753,684 -13%
HWM
10
HB Wealth Management
Georgia
$250M 4,971,667 +55,022 +1%
S
11
SignatureFD
Georgia
$230M 4,584,430 +1,186,662 +35%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$202M 4,011,730 -43,040 -1%
LPL Financial
13
LPL Financial
California
$189M 3,756,468 +1,427,340 +61%
Betterment LLC
14
Betterment LLC
New York
$185M 3,676,547 +73,183 +2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$146M 2,906,959 +109,954 +4%
AssetMark Inc
16
AssetMark Inc
California
$127M 2,531,302 +2,531,160 +1,782,507%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$123M 2,454,568 +1,259,907 +105%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$120M 2,396,196 +31,670 +1%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$110M 2,182,922 +6,423 +0.3%
AWS
20
AJ Wealth Strategies
New York
$109M 2,159,511 +313,416 +17%
CCMG
21
Clark Capital Management Group
Pennsylvania
$101M 2,004,646 +2,004,646 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$97.1M 1,931,276 +488,474 +34%
RJA
23
Raymond James & Associates
Florida
$95M 1,890,725 -216,326 -10%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$92M 1,830,393 -306,882 -14%
AIA
25
Angeles Investment Advisors
California
$86.9M 1,728,900 +638,850 +59%
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