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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.18%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$127M
2
S
SignatureFD
Georgia
+$93.9M
3
UBS Group
UBS Group
Switzerland
+$75.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.1M
5
Wells Fargo
Wells Fargo
California
+$60.9M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$61.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$47.3M
3
WCM
Weatherstone Capital Management
Colorado
-$46M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$36.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
301
Tortoise Investment Management
New York
$126K +$126K +2,500 New
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$125K +$14.6K +290 +13%
TCM
303
TD Capital Management
Tennessee
$114K +$806 +16 +0.7%
RCAG
304
Rehmann Capital Advisory Group
Michigan
$112K +$8K +159 +8%
MA
305
MUFG Americas
New York
$101K – – –
BWM
306
BerganKDV Wealth Management
Minnesota
$100K +$100K +1,989 New
MWC
307
MBM Wealth Consultants
Missouri
$100K +$100K +1,990 New
RIA
308
Realta Investment Advisors
Delaware
$93K +$93K +1,855 New
Toronto Dominion Bank
309
Toronto Dominion Bank
Ontario, Canada
$80K – – –
EWM
310
Executive Wealth Management
Michigan
$80K – – –
PB
311
Pinnacle Bancorp
Nebraska
$62K -$112K -2,230 -64%
GRP
312
Global Retirement Partners
California
$62K +$47.6K +949 +332%
GWM
313
Geneos Wealth Management
Colorado
$61K -$48.8K -979 -44%
AOWM
314
Alpha Omega Wealth Management
Virginia
$54K +$3.8K +76 +8%
FEG
315
Financial Enhancement Group
Indiana
$50K +$50K +1,000 New
LFA
316
Legacy Financial Advisors
Kentucky
$49K +$49K +971 New
RWA
317
Ropes Wealth Advisors
Massachusetts
$47K +$47K +942 New
APA
318
American Portfolios Advisors
New York
$40.7K -$181K -3,601 -82%
LPWM
319
Lake Point Wealth Management
Texas
$40K -$1.3M -25,862 -97%
GWMIA
320
Global Wealth Management Investment Advisory
Florida
$40K +$14.6K +293 +58%
RFC
321
Regions Financial Corp
Alabama
$40K +$40K +800 New
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$35K – – –
FCA
323
FinTrust Capital Advisors
South Carolina
$31K – – –
FHA
324
Flagship Harbor Advisors
Massachusetts
$29K -$20.6K -415 -42%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$26K -$251K -5,075 -91%
11 12
13
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