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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 %
AMM
251
American Money Management
California
$5.6M +$893K +17,616 +19%
SCP
252
Syntal Capital Partners
Texas
$5.57M -$1.06M -20,942 -16%
Thrivent Financial for Lutherans
253
Thrivent Financial for Lutherans
Minnesota
$5.57M -$9.77M – –
FCFC
254
First Citizens Financial Corp
Iowa
$5.54M +$349K +6,873 +7%
PA
255
Procyon Advisors
Connecticut
$5.43M -$124K -2,454 -2%
APW
256
Acima Private Wealth
Virginia
$5.43M +$1.05M +20,747 +24%
Bank of New York Mellon
257
Bank of New York Mellon
New York
$5.3M +$5.3M +104,447 New
WCM
258
Wunderlich Capital Managemnt
Tennessee
$5.25M -$180K -3,542 -3%
FP
259
Financial Perspectives
Minnesota
$5.19M -$69.6K -1,373 -1%
GWM
260
Greenwich Wealth Management
Connecticut
$5.19M +$531K +10,471 +11%
MSFS
261
Main Street Financial Solutions
Pennsylvania
$5.16M -$48.4K -954 -0.9%
PI
262
Parkside Investments
Illinois
$5.13M -$1.63M -32,175 -24%
CI
263
Ceera Investments
Texas
$5.07M +$5.07M +99,970 New
CM
264
Capital Management
Virginia
$4.99M +$1.44M +28,323 +40%
IAN
265
Integrated Advisors Network
Texas
$4.93M -$193K -3,808 -4%
SFP
266
Sandbox Financial Partners
Maryland
$4.87M -$3.46M -68,238 -42%
MWM
267
Mission Wealth Management
California
$4.86M -$508K -10,021 -9%
IHWM
268
Iron Horse Wealth Management
Iowa
$4.86M +$389K +7,663 +9%
WP
269
WealthSource Partners
California
$4.82M -$632K -12,454 -12%
MA
270
Modus Advisors
Minnesota
$4.76M +$194K +3,826 +4%
SIA
271
SkyView Investment Advisors
New Jersey
$4.74M +$1.03M +20,354 +28%
LWMG
272
Levy Wealth Management Group
Pennsylvania
$4.73M +$2.31M +45,493 +95%
AHC
273
Anderson Hoagland & Co
Missouri
$4.72M +$684K +13,494 +17%
DWM
274
Dakota Wealth Management
Florida
$4.7M -$258K -5,088 -5%
FA
275
Flagstar Advisors
New York
$4.61M +$4.61M +90,887 New
9 10
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