JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

360 hedge funds and large institutions have $4.34B invested in JPMorgan Ultra-Short Income ETF in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+29
Holders Change %
+8.76%
% of All Funds
7.83%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.59%
New
62
Increased
190
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$284M
2
Morgan Stanley
Morgan Stanley
New York
$543M
3
Bank of America
Bank of America
North Carolina
$520M
4
GC
Guggenheim Capital
Illinois
$31M
5
AIM
Astor Investment Management
Illinois
$58.9M

Top Sellers

1
S
SignatureFD
Georgia
$79.6M
2
AF
Allworth Financial
California
$168M
3
JIP
Jaffetilchin Investment Partners
Florida
$1.66M
4
SWM
Sanctuary Wealth Management
Idaho
$1.24M
5
TYCC
Texas Yale Capital Corp
Florida
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
Segment Wealth Management
Texas
$396K +$396K +7,850 New
SDWIA
277
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$393K – – –
AWM
278
Aries Wealth Management
Maine
$393K +$393K +7,800 New
AFS
279
Access Financial Services
Minnesota
$391K +$391K +7,755 New
CG
280
CFO4Life Group
Texas
$383K -$1.62M -32,246 -81%
WAM
281
Wealthspire Advisors (Maryland)
Maryland
$379K – – –
CFA
282
Carroll Financial Associates
North Carolina
$378K -$72.4K -1,440 -16%
WC
283
Weil Company
California
$377K – – –
DADC
284
D.A. Davidson & Co
Montana
$372K +$372K +7,392 New
PA
285
Parallel Advisors
California
$354K -$583K -11,569 -62%
CBFP
286
Cedar Brook Financial Partners
Ohio
$351K -$156K -3,087 -31%
B
287
Bailard
California
$350K +$350K +6,955 New
CPO
288
Cerity Partners OCIO
New York
$347K +$141K +2,804 +69%
AIC
289
Ameritas Investment Company
Nebraska
$335K -$12.6M -249,090 -97%
FHA
290
Flagship Harbor Advisors
Massachusetts
$328K +$299K +5,943 +1,016%
IWM
291
IHT Wealth Management
Illinois
$318K +$47.8K +948 +18%
CCP
292
Clarkston Capital Partners
Michigan
$307K +$307K +6,093 New
PSG
293
Planning Solutions Group
Maryland
$306K +$74.9K +1,485 +32%
BRWA
294
B. Riley Wealth Advisors
Florida
$305K +$85.6K +1,692 +39%
APP
295
Avantax Planning Partners
Iowa
$303K -$224K -4,441 -43%
BFIM
296
Beese Fulmer Investment Management
Ohio
$302K – – –
TWM
297
Titus Wealth Management
California
$302K +$50.3K +1,000 +20%
FFG
298
Ford Financial Group
California
$302K +$302K +6,000 New
MFGP
299
Marshall Financial Group (Pennsylvania)
Pennsylvania
$301K +$301K +5,967 New
NL
300
NVWM LLC
Pennsylvania
$298K +$298K +5,895 New
10 11
12
13 14