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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.76%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.15%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$48.5M
2
SW
2
SVB Wealth
Massachusetts
$283M
3
FM
3
Foster & Motley
Ohio
$48.8M
4
DWM
4
Destination Wealth Management
California
$35.9M
5
PWAC
5
Private Wealth Advisors (California)
California
$30.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.8M
2
SMM
2
Stadion Money Management
Georgia
$0
3
DF
3
Donoghue Forlines
Massachusetts
$6M
4
HB
4
Homrich & Berg
Georgia
$189M
5
IDA
5
Intelligence Driven Advisers
California
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$4.75M -$470K -9,252 -9%
HKIM
227
Hayek Kallen Investment Management
Alabama
$4.74M +$4.74M +93,370 New
SDWIA
228
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.73M +$464K +9,130 +11%
Citadel Advisors
229
Citadel Advisors
Florida
$4.68M +$4.68M +92,182 New
SW
230
SlateStone Wealth
Florida
$4.67M -$1.04M -20,377 -18%
HIM
231
HawsGoodwin Investment Management
Tennessee
$4.62M +$1.92M +37,888 +71%
CFG
232
Citizens Financial Group
Rhode Island
$4.62M -$2.24M -44,124 -33%
GI
233
Glovista Investments
New Jersey
$4.51M -$13.4M -263,460 -75%
NWA
234
Navis Wealth Advisors
New York
$4.5M +$4.5M +88,495 New
FAG
235
Financial Advisory Group
Texas
$4.47M +$4.47M +87,965 New
BMWM
236
Brown Miller Wealth Management
Virginia
$4.46M +$4.46M +87,749 New
AUB
237
Atlantic Union Bankshares
Virginia
$4.43M +$4.43M +87,144 New
CFG
238
Cooper Financial Group
California
$4.4M +$223K +4,392 +5%
FCFC
239
First Citizens Financial Corp
Iowa
$4.37M +$353K +6,953 +9%
VA
240
Valmark Advisers
Ohio
$4.28M +$2.66M +52,382 +164%
GL
241
Graypoint LLC
New York
$4.28M +$2.17M +42,646 +103%
TFO
242
Tarbox Family Office
California
$4.26M +$356K +7,002 +9%
MA
243
Modus Advisors
Minnesota
$4.23M +$242K +4,769 +6%
BCP
244
Blue Chip Partners
Michigan
$4.23M -$248K -4,877 -6%
PCIA
245
Prime Capital Investment Advisors
Kansas
$4.16M -$543K -10,694 -12%
HIC
246
Holderness Investments Company
North Carolina
$4.14M +$252K +4,961 +6%
BL
247
BFSG LLC
California
$4.09M -$1.34M -26,418 -25%
HFM
248
Hartford Financial Management
Connecticut
$4.09M +$76.7K +1,510 +2%
KCM
249
Kendall Capital Management
Maryland
$4.08M +$1.01M +19,886 +33%
MW
250
Marks Wealth
Maryland
$4.07M +$4.07M +80,158 New
8 9
10
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