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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.26%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.32%
New
64
Increased
299
Reduced
277
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$285M
2
Morgan Stanley
Morgan Stanley
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$115M
4
S
SignatureFD
Georgia
+$76.1M
5
CIAS
Capital Investment Advisory Services
North Carolina
+$60.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$48.1M
3
UBS Group
UBS Group
Switzerland
-$33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.9M
5
SLF
Sun Life Financial
Ontario, Canada
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFG Advisory
Georgia
$6.74M +$473K +9,327 +8%
VFPI
227
Vantage Financial Partners (Illinois)
Illinois
$6.69M +$6.07M +119,750 +986%
JFA
228
Johanson Financial Advisors
California
$6.63M -$254K -5,001 -4%
CSWG
229
Cardinal Strategic Wealth Guidance
Kentucky
$6.56M -$1.07M -21,117 -14%
FAM
230
Formidable Asset Management
Ohio
$6.55M -$5.53M -109,046 -46%
SSB
231
Sandy Spring Bank
Maryland
$6.49M +$2.3M +45,302 +55%
GL
232
Graypoint LLC
New York
$6.45M -$531K -10,468 -8%
JFA
233
JNBA Financial Advisors
Minnesota
$6.42M -$376K -7,412 -6%
TCM
234
Triumph Capital Management
Colorado
$6.24M +$6.24M +123,023 New
EL
235
Essex LLC
Illinois
$6.17M +$6.17M +121,698 New
HIC
236
Holderness Investments Company
North Carolina
$6.17M +$480K +9,472 +8%
SWP
237
Stratos Wealth Partners
Ohio
$6.13M -$41.7K -823 -0.7%
RFWA
238
RPg Family Wealth Advisory
Massachusetts
$6.11M +$2.72M +53,662 +80%
NL
239
NVWM LLC
Pennsylvania
$6.06M +$327K +6,438 +6%
SW
240
StrongBox Wealth
Missouri
$6.06M -$512K -10,098 -8%
SIG
241
Sargent Investment Group
Maryland
$6.01M +$496K +9,775 +9%
PWM
242
Prentice Wealth Management
New York
$5.99M +$5.17M +101,993 +632%
FNT
243
First National Trust
Pennsylvania
$5.89M -$637K -12,567 -10%
CTC
244
Central Trust Company
Missouri
$5.81M +$5.65M +111,420 +3,632%
MA
245
Mutual Advisors
Nebraska
$5.79M -$15.6K -307 -0.3%
GI
246
Glovista Investments
New Jersey
$5.76M -$444K -8,758 -7%
WCM
247
Windsor Capital Management
Arizona
$5.73M -$1.02M -20,192 -15%
AssetMark Inc
248
AssetMark Inc
California
$5.72M -$4.08M -80,498 -42%
SPC
249
Sigma Planning Corp
Michigan
$5.67M +$151K +2,980 +3%
OPS
250
Orion Portfolio Solutions
Nebraska
$5.66M -$61.4K -1,210 -1%
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