JPST icon

JPMorgan Ultra-Short Income ETF

291 hedge funds and large institutions have $3.35B invested in JPMorgan Ultra-Short Income ETF in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 120 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+113
Holders Change %
+63.48%
% of All Funds
6.49%
Holding in Top 10
57
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+147.83%
% of All Funds
1.27%
New
125
Increased
120
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APP
226
Avantax Planning Partners
Iowa
$418K +$366K +7,303 +702%
TB
227
Terril Brothers
Missouri
$406K
SDWIA
228
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$391K +$391K +7,790 New
BSG
229
Black Swift Group
Colorado
$388K +$388K +7,740 New
FPCP
230
Fort Point Capital Partners
California
$387K +$149K +2,971 +63%
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$377K +$377K +7,516 New
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
$376K +$376K +7,500 New
WC
233
Weil Company
California
$375K
SSWM
234
Sheets Smith Wealth Management
North Carolina
$366K
GVAG
235
Great Valley Advisor Group
Delaware
$366K +$366K +7,300 New
QAM
236
Questar Asset Management
Minnesota
$351K +$351K +7,000 New
BRA
237
Biechele Royce Advisors
Indiana
$332K +$23.1K +460 +7%
DWT
238
Dorsey & Whitney Trust
South Dakota
$325K +$325K +6,490 New
JFGLC
239
Johnson Financial Group LLC (Colorado)
Colorado
$325K +$325K +6,490 New
LFAS
240
Level Four Advisory Services
Texas
$296K -$344K -6,860 -54%
VAM
241
Verity Asset Management
North Carolina
$290K +$290K +5,788 New
NWP
242
Northstar Wealth Partners
Connecticut
$284K +$23.1K +460 +9%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$281K +$203K +4,040 +259%
IFAM
244
Institutional & Family Asset Management
Colorado
$280K +$1.41K +28 +0.5%
CWM
245
Cornerstone Wealth Management
Missouri
$277K +$277K +5,520 New
TFO
246
Tarbox Family Office
California
$273K +$273K +5,450 New
BF
247
BOK Financial
Oklahoma
$272K +$272K +5,430 New
IWA
248
Intercontinental Wealth Advisors
Texas
$265K +$265K +5,290 New
CBFP
249
Cedar Brook Financial Partners
Ohio
$262K +$262K +5,218 New
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K