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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.18%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$127M
2
S
SignatureFD
Georgia
+$93.9M
3
UBS Group
UBS Group
Switzerland
+$75.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.1M
5
Wells Fargo
Wells Fargo
California
+$60.9M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$61.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$47.3M
3
WCM
Weatherstone Capital Management
Colorado
-$46M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$36.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
251
Cedar Brook Financial Partners
Ohio
$506K +$243K +4,833 +93%
HFS
252
HL Financial Services
Kentucky
$483K -$28.5K -566 -6%
HCA
253
Harbour Capital Advisors
Virginia
$475K -$528K -10,500 -53%
CFA
254
Carroll Financial Associates
North Carolina
$450K -$113K -2,256 -20%
HH
255
Hilltop Holdings
Texas
$443K +$443K +8,809 New
FPCP
256
Fort Point Capital Partners
California
$434K +$46.1K +916 +12%
SCM
257
Stellar Capital Management
Arizona
$414K +$414K +8,225 New
SSWM
258
Sheets Smith Wealth Management
North Carolina
$400K +$32.7K +650 +9%
CWG
259
Cornerstone Wealth Group
North Carolina
$397K +$397K +7,900 New
SDWIA
260
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$392K – – –
WAM
261
Wealthspire Advisors (Maryland)
Maryland
$378K – – –
WC
262
Weil Company
California
$377K – – –
IA
263
IFP Advisors
Florida
$369K -$2.91M -57,501 -89%
RA
264
RFG Advisory
Alabama
$346K +$346K +6,823 New
MRCM
265
M&R Capital Management
New Jersey
$343K +$343K +6,820 New
FM
266
Foster & Motley
Ohio
$329K +$104K +2,061 +46%
DWT
267
Dorsey & Whitney Trust
South Dakota
$326K – – –
JFGLC
268
Johnson Financial Group LLC (Colorado)
Colorado
$326K – – –
AWM
269
AllSquare Wealth Management
New York
$326K +$133K +2,640 +69%
PIMG
270
Patriot Investment Management Group
Tennessee
$317K +$317K +6,303 New
BFIM
271
Beese Fulmer Investment Management
Ohio
$302K +$302K +6,000 New
SFA
272
Semmax Financial Advisors
North Carolina
$296K +$296K +5,890 New
IFAM
273
Institutional & Family Asset Management
Colorado
$290K +$9.79K +195 +3%
AEPG
274
American Economic Planning Group
New Jersey
$289K +$289K +5,738 New
BRA
275
Biechele Royce Advisors
Indiana
$283K -$50.4K -1,000 -15%
9 10
11
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