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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.

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
1
Morgan Stanley
New York
$2.39B
2
Charles Schwab
2
Charles Schwab
California
$149M
3
Bank of America
3
Bank of America
North Carolina
$981M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$307M
5
TW
5
Transform Wealth
Colorado
$115M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$1.01M
2
SRC
2
Shufro Rose & Co
New York
$4.71M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$110M
4
CIAS
4
Capital Investment Advisory Services
North Carolina
$51.2M
5
HPC
5
HM Payson & Co
Maine
$6.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.39B 47,729,470 +10,681,491 +29%
Bank of America
2
Bank of America
North Carolina
$981M 19,566,492 +2,620,396 +15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$974M 19,422,669 +339,829 +2%
UBS Group
4
UBS Group
Switzerland
$489M 9,748,914 +1,132,575 +13%
AAS
5
Avantax Advisory Services
Texas
$421M 8,399,587 -263,417 -3%
Wells Fargo
6
Wells Fargo
California
$406M 8,097,573 +1,444,328 +22%
SW
7
SVB Wealth
Massachusetts
$376M 7,500,550 +164,450 +2%
LPL Financial
8
LPL Financial
California
$317M 6,321,904 +1,968,343 +45%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$314M 6,256,138 +96,920 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$307M 6,110,581 +2,271,795 +59%
GC
11
Grimes & Company
Massachusetts
$292M 5,817,232 -535,090 -8%
HWM
12
HB Wealth Management
Georgia
$285M 5,682,023 -34,558 -0.6%
CCMG
13
Clark Capital Management Group
Pennsylvania
$204M 4,075,228 -28,631 -0.7%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$203M 4,047,378 +267,774 +7%
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$198M 3,952,216 +28,034 +0.7%
Betterment LLC
16
Betterment LLC
New York
$186M 3,714,334 – –
LWMT
17
Legacy Wealth Management (Tennessee)
Tennessee
$183M 3,649,362 +2,060,060 +130%
AssetMark Inc
18
AssetMark Inc
California
$177M 3,519,399 -274,719 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$171M 3,415,990 +1,062,245 +45%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$151M 3,007,829 +1,118,022 +59%
Charles Schwab
21
Charles Schwab
California
$149M 2,974,316 +2,974,316 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$146M 2,916,037 -30,148 -1%
S
23
SignatureFD
Georgia
$116M 2,310,969 -240,838 -9%
TW
24
Transform Wealth
Colorado
$115M 2,286,493 +2,207,950 +2,811%
AWS
25
AJ Wealth Strategies
New York
$111M 2,210,989 +125,551 +6%
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