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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

374 hedge funds and large institutions have $5.01B invested in JPMorgan Ultra-Short Income ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 205 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+14
Holders Change %
+3.89%
% of All Funds
8.21%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.52%
New
38
Increased
205
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$277M
2
Morgan Stanley
Morgan Stanley
New York
$655M
3
3AM
3EDGE Asset Management
Florida
$57.3M
4
UBS Group
UBS Group
Switzerland
$239M
5
RJA
Raymond James & Associates
Florida
$103M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
$4.25M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.8M
4
PWAG
Polaris Wealth Advisory Group
California
$24.5M
5
IWS
Insight Wealth Strategies
California
$401K
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
276
Great Valley Advisor Group
Delaware
$590K +$32.9K +652 +6%
WWM
277
Windsor Wealth Management
Indiana
$555K +$4.29K +85 +0.8%
CAM
278
Cresset Asset Management
Illinois
$552K -$327K -6,475 -37%
APW
279
Acima Private Wealth
Virginia
$538K -$64.7K -1,285 -11%
NFP
280
Narus Financial Partners
Utah
$531K -$9.98K -198 -2%
HPC
281
Hobart Private Capital
North Carolina
$523K -$16.6K -330 -3%
BIG
282
Boothe Investment Group
Delaware
$504K – – –
RFA
283
Reilly Financial Advisors
California
$504K +$504K +10,000 New
CAM
284
Concorde Asset Management
Michigan
$495K -$741K -14,734 -60%
SIAS
285
Shine Investment Advisory Services
Colorado
$493K -$1.01M -20,060 -67%
AFP
286
Ausdal Financial Partners
Iowa
$493K +$24.4K +483 +5%
DADC
287
D.A. Davidson & Co
Montana
$485K +$112K +2,230 +30%
RA
288
Riverstone Advisors
Texas
$481K +$252K +5,000 +110%
CB
289
Commerce Bank
Missouri
$480K +$205K +4,063 +74%
QCM
290
Quadrant Capital Management
New Jersey
$472K +$472K +9,360 New
FGAM
291
Financial Gravity Asset Management
Texas
$463K +$344K +6,834 +290%
FPCP
292
Fort Point Capital Partners
California
$443K -$15.2K -302 -3%
NL
293
NVWM LLC
Pennsylvania
$440K +$142K +2,810 +48%
AWM
294
Avondale Wealth Management
Texas
$429K -$8.1M -160,861 -95%
HIM
295
Harbour Investment Management
Washington
$419K +$213K +4,220 +103%
CBFP
296
Cedar Brook Financial Partners
Ohio
$411K +$59.7K +1,184 +17%
EFS
297
Essex Financial Services
Connecticut
$404K +$179K +3,556 +80%
IWS
298
Insight Wealth Strategies
California
$401K -$14.3M -283,102 -97%
SG
299
StoneX Group
New York
$399K -$6.07K -120 -1%
SCM
300
Stellar Capital Management
Arizona
$395K -$20.1K -399 -5%
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