JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.12%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.92%
New
117
Increased
196
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$95.4M
2
JFA
Johanson Financial Advisors
California
+$69.7M
3
UBS Group
UBS Group
Switzerland
+$64.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.4M
5
Wells Fargo
Wells Fargo
California
+$42.4M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$32.5M
2
QA
Quantitative Advantage
Minnesota
-$29M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$19.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.9M
5
MIM
Miller Investment Management
Pennsylvania
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
251
Perennial Investment Advisors
California
$1.65M +$1.65M +32,669 New
RAM
252
Redmond Asset Management
Virginia
$1.62M +$403K +8,000 +33%
NC
253
NovaPoint Capital
Georgia
$1.61M +$1.61M +32,012 New
WP
254
WealthSource Partners
California
$1.6M -$4.18M -82,911 -72%
AC
255
Avestar Capital
New York
$1.58M -$49.4K -979 -3%
FC
256
FCA Corp
Texas
$1.56M +$44.5K +882 +3%
SWP
257
Strategic Wealth Partners
Ohio
$1.56M +$390K +7,743 +33%
MOS
258
MGO One Seven
Ohio
$1.55M +$1.55M +30,747 New
VCP
259
Verus Capital Partners
Arizona
$1.54M +$1.54M +30,444 New
SCA
260
Snowden Capital Advisors
New York
$1.52M -$9.94K -197 -0.6%
GIA
261
Gladstone Institutional Advisory
Florida
$1.52M +$580K +11,511 +61%
SMFS
262
Squar Milner Financial Services
California
$1.5M +$1.5M +29,687 New
MCWA
263
Meadow Creek Wealth Advisors
Georgia
$1.49M +$1.49M +29,500 New
GT
264
Glenview Trust
Kentucky
$1.44M – – –
MCM
265
Monument Capital Management
Virginia
$1.42M +$160K +3,175 +13%
AAS
266
Avantax Advisory Services
Texas
$1.4M -$826K -16,364 -37%
SWP
267
Stratos Wealth Partners
Ohio
$1.38M +$30.2K +598 +2%
AFS
268
Access Financial Services
Minnesota
$1.38M +$677K +13,423 +97%
AWM
269
AllSquare Wealth Management
New York
$1.36M +$668K +13,250 +96%
DIM
270
Delta Investment Management
California
$1.35M +$1.35M +26,700 New
HH
271
Hilltop Holdings
Texas
$1.31M +$626K +12,413 +92%
HCIA
272
Hochman Cole Investment Advisors
Illinois
$1.3M +$1.3M +25,759 New
RJT
273
Raymond James Trust
Florida
$1.28M +$54.7K +1,085 +4%
DI
274
DFPG Investments
Utah
$1.28M +$321K +6,354 +34%
EWM
275
Edge Wealth Management
New York
$1.27M +$20.9K +415 +2%
9 10
11
12 13