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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.76%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.15%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$48.5M
2
SW
2
SVB Wealth
Massachusetts
$283M
3
FM
3
Foster & Motley
Ohio
$48.8M
4
DWM
4
Destination Wealth Management
California
$35.9M
5
PWAC
5
Private Wealth Advisors (California)
California
$30.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.8M
2
SMM
2
Stadion Money Management
Georgia
$0
3
DF
3
Donoghue Forlines
Massachusetts
$6M
4
HB
4
Homrich & Berg
Georgia
$189M
5
IDA
5
Intelligence Driven Advisers
California
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
276
Affiance Financial
Minnesota
$3.16M -$119K -2,342 -4%
CW
277
CreativeOne Wealth
Kansas
$3.14M +$785K +15,451 +33%
CI
278
CX Institutional
Indiana
$3.13M +$3.13M +61,616 +293,410%
TIM
279
Tortoise Investment Management
New York
$3.12M -$1.48M -29,189 -32%
AI
280
Atria Investments
North Carolina
$3.11M +$527K +10,383 +20%
Mariner
281
Mariner
Kansas
$3.11M +$1.5M +29,610 +94%
TIA
282
Tiemann Investment Advisors
California
$3.06M +$368K +7,252 +14%
FSG
283
Financial Strategies Group
Michigan
$3.06M +$57.9K +1,139 +2%
HIM
284
Hotaling Investment Management
Pennsylvania
$3.05M +$5.64K +111 +0.2%
WWS
285
Wellington Wealth Strategies
Indiana
$3.04M +$3.04M +60,424 New
RPSA
286
Richard P. Slaughter Associates
Texas
$3.02M -$6.24M -122,920 -67%
IHWM
287
Iron Horse Wealth Management
Iowa
$3M +$3M +59,134 New
SC
288
Scotia Capital
Ontario, Canada
$2.97M +$2.16M +42,510 +268%
EH
289
Equitable Holdings
New York
$2.94M +$95.2K +1,875 +3%
SPIA
290
Steward Partners Investment Advisory
New York
$2.93M -$625K -12,301 -18%
RFWA
291
RPg Family Wealth Advisory
Massachusetts
$2.87M -$58.8K -1,157 -2%
AA
292
Auxano Advisors
Washington
$2.85M +$481K +9,462 +20%
CA
293
Continuum Advisory
Idaho
$2.85M -$9.96K -196 -0.3%
1WM
294
1900 Wealth Management
Texas
$2.83M +$2.83M +55,804 New
AAS
295
Avantax Advisory Services
Texas
$2.83M -$5.3M -104,231 -65%
APW
296
Acima Private Wealth
Virginia
$2.8M +$1.14M +22,465 +69%
WA
297
Winfield Associates
Ohio
$2.78M +$284K +5,600 +11%
BAAM
298
Baker Avenue Asset Management
California
$2.77M -$38.2K -752 -1%
BFA
299
Beacon Financial Advisory
Ohio
$2.77M -$64.9K -1,277 -2%
NL
300
NVWM LLC
Pennsylvania
$2.77M +$53.2K +1,046 +2%
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