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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.

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
1
Morgan Stanley
New York
$1.86B
2
GC
2
Grimes & Company
Massachusetts
$318M
3
FDCC
3
Foster Dykema Cabot & Co
Massachusetts
$197M
4
Bank of America
4
Bank of America
North Carolina
$849M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$206M

Top Sellers

1
SLF
1
Sun Life Financial
Ontario, Canada
$46.5M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$760K
3
S
3
SignatureFD
Georgia
$128M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$158M
5
KA
5
Klingman & Associates
New York
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.86B 37,047,979 +8,164,374 +28%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$956M 19,082,840 +1,030,873 +6%
Bank of America
3
Bank of America
North Carolina
$849M 16,946,096 +2,194,700 +15%
AAS
4
Avantax Advisory Services
Texas
$434M 8,663,004 +393,125 +5%
UBS Group
5
UBS Group
Switzerland
$432M 8,616,339 +1,123,141 +15%
SW
6
SVB Wealth
Massachusetts
$367M 7,336,100 -570,137 -7%
Wells Fargo
7
Wells Fargo
California
$333M 6,653,245 +1,442,738 +28%
GC
8
Grimes & Company
Massachusetts
$318M 6,352,322 +6,302,962 +12,769%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$309M 6,159,218 -463,230 -7%
HWM
10
HB Wealth Management
Georgia
$286M 5,716,581 +744,914 +15%
LPL Financial
11
LPL Financial
California
$218M 4,353,561 +597,093 +16%
CCMG
12
Clark Capital Management Group
Pennsylvania
$206M 4,103,859 +2,099,213 +105%
FDCC
13
Foster Dykema Cabot & Co
Massachusetts
$197M 3,924,182 +3,924,182 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$192M 3,838,786 +1,384,218 +56%
AssetMark Inc
15
AssetMark Inc
California
$190M 3,794,118 +1,262,816 +50%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$189M 3,779,604 +872,645 +30%
Betterment LLC
17
Betterment LLC
New York
$186M 3,714,334 +37,787 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$158M 3,145,426 -866,304 -22%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$148M 2,946,185 +549,989 +23%
S
20
SignatureFD
Georgia
$128M 2,551,807 -2,032,623 -44%
Osaic Holdings
21
Osaic Holdings
Arizona
$118M 2,353,745 +1,122,302 +91%
AWS
22
AJ Wealth Strategies
New York
$104M 2,085,438 -74,073 -3%
CIAS
23
Capital Investment Advisory Services
North Carolina
$96.2M 1,920,937 -10,339 -0.5%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$94.7M 1,889,807 +733,361 +63%
RJA
25
Raymond James & Associates
Florida
$92M 1,836,294 -54,431 -3%
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