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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.

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
1
Morgan Stanley
New York
$2.82B
2
Bank of America
2
Bank of America
North Carolina
$1.16B
3
Charles Schwab
3
Charles Schwab
California
$298M
4
LPL Financial
4
LPL Financial
California
$464M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$417M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$223K
2
FDCC
2
Foster Dykema Cabot & Co
Massachusetts
$79.8M
3
AWS
3
AJ Wealth Strategies
New York
$6.99M
4
AssetMark Inc
4
AssetMark Inc
California
$75M
5
TW
5
Transform Wealth
Colorado
$16.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.82B 56,269,718 +8,540,248 +18%
Bank of America
2
Bank of America
North Carolina
$1.16B 23,179,363 +3,612,871 +18%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.01B 20,161,565 +738,896 +4%
UBS Group
4
UBS Group
Switzerland
$590M 11,770,801 +2,021,887 +21%
LPL Financial
5
LPL Financial
California
$464M 9,260,570 +2,938,666 +46%
Wells Fargo
6
Wells Fargo
California
$439M 8,762,013 +664,440 +8%
AAS
7
Avantax Advisory Services
Texas
$433M 8,644,880 +245,293 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$417M 8,321,406 +2,065,268 +33%
SW
9
SVB Wealth
Massachusetts
$375M 7,487,022 -13,528 -0.2%
GC
10
Grimes & Company
Massachusetts
$349M 6,968,493 +1,151,261 +20%
Charles Schwab
11
Charles Schwab
California
$298M 5,949,213 +2,974,897 +100%
HWM
12
HB Wealth Management
Georgia
$296M 5,952,925 +270,902 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$252M 5,017,372 -1,093,209 -18%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$217M 4,329,740 +1,321,911 +44%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$197M 3,917,527 -129,851 -3%
Betterment LLC
16
Betterment LLC
New York
$195M 3,899,140 +184,806 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$185M 3,684,373 +768,336 +26%
LWMT
18
Legacy Wealth Management (Tennessee)
Tennessee
$178M 3,560,555 -88,807 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$160M 3,197,993 -217,997 -6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$141M 2,808,873 +606,256 +28%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$113M 2,260,203 +727,476 +47%
S
22
SignatureFD
Georgia
$111M 2,208,549 -102,420 -4%
RJA
23
Raymond James & Associates
Florida
$98.3M 1,961,156 -74,663 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$97.1M 1,937,357 +579,840 +43%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$95.6M 1,907,436 -207,065 -10%
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