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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 %
LWP
276
Laurel Wealth Planning
Minnesota
$4.6M +$477K +9,397 +12%
IDA
277
Intelligence Driven Advisers
California
$4.57M -$2.64M -52,043 -37%
MOS
278
MGO One Seven
Ohio
$4.52M +$632K +12,500 +16%
RWP
279
Ridgecrest Wealth Partners
California
$4.52M -$1.09M -21,491 -19%
Citigroup
280
Citigroup
New York
$4.49M +$1.75M +34,471 +64%
NWA
281
Navis Wealth Advisors
New York
$4.49M – – –
CI
282
CAZ Investments
Texas
$4.36M -$386K -7,610 -8%
NC
283
NewSquare Capital
Pennsylvania
$4.36M -$323K -6,376 -7%
SDWIA
284
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.36M -$350K -6,900 -7%
ICM
285
IMS Capital Management
Oregon
$4.33M -$462K -9,101 -10%
BAAM
286
Baker Avenue Asset Management
California
$4.32M +$1.34M +26,386 +45%
CCA
287
Column Capital Advisors
Indiana
$4.28M -$626K -12,350 -13%
LW
288
Linscomb Wealth
Texas
$4.28M -$314K -6,196 -7%
AWE
289
Avidian Wealth Enterprises
Texas
$4.17M -$13.9K -274 -0.3%
CCA
290
Catalyst Capital Advisors
New York
$4.16M – – –
AWA
291
Acorn Wealth Advisors
Michigan
$4.13M -$94.1K -1,856 -2%
YIA
292
YHB Investment Advisors
Connecticut
$4.09M -$92.6K -1,825 -2%
AWMS
293
Advocacy Wealth Management Services
Georgia
$3.98M -$421K -8,300 -10%
FMP
294
Financial Management Professionals
Texas
$3.92M -$77.3K -1,525 -2%
SIAP
295
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.89M -$1.2M -23,700 -24%
BMA
296
Brooks Moore & Associates
Tennessee
$3.88M +$3.3K +65 +0.1%
JIP
297
Jaffetilchin Investment Partners
Florida
$3.82M +$3.82M +75,349 New
BCP
298
Blue Chip Partners
Michigan
$3.8M +$493K +9,724 +15%
OPA
299
Old Port Advisors
Maine
$3.79M -$8.01K -158 -0.2%
Baird Financial Group
300
Baird Financial Group
Wisconsin
$3.75M +$190K +3,750 +5%
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