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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 %
SDWIA
301
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$393K – – –
FFG
302
Ford Financial Group
California
$393K +$90.6K +1,798 +30%
Creative Planning
303
Creative Planning
Kansas
$389K -$65.3K -1,295 -14%
TP
304
Tranquility Partners
Tennessee
$388K +$388K +7,685 New
SWM
305
Sanctuary Wealth Management
Idaho
$386K -$859K -17,035 -69%
CFA
306
Carroll Financial Associates
North Carolina
$380K +$1.26K +25 +0.3%
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$379K – – –
B
308
Bailard
California
$376K +$25.2K +500 +7%
RA
309
RFG Advisory
Alabama
$372K -$73.6K -1,460 -17%
IWM
310
IHT Wealth Management
Illinois
$364K +$45.4K +900 +14%
FHA
311
Flagship Harbor Advisors
Massachusetts
$354K +$25.7K +510 +8%
BRWA
312
B. Riley Wealth Advisors
Florida
$352K +$47.5K +940 +16%
MFG
313
Merit Financial Group
Georgia
$349K +$349K +6,921 New
SWM
314
Segment Wealth Management
Texas
$339K -$56.4K -1,120 -14%
MMM
315
Mendel Money Management
Illinois
$338K +$338K +6,700 New
TCM
316
TD Capital Management
Tennessee
$337K +$201K +3,979 +147%
SMG
317
Spectrum Management Group
Indiana
$329K -$388K -7,694 -54%
RHBC
318
R.H. Bluestein & Co
Michigan
$328K +$328K +6,500 New
QAM
319
Q3 Asset Management
Michigan
$313K -$277K -5,469 -47%
PA
320
Parallel Advisors
California
$305K -$49.5K -981 -14%
TWM
321
Titus Wealth Management
California
$305K +$2.52K +50 +0.8%
APP
322
Avantax Planning Partners
Iowa
$305K +$2.82K +56 +0.9%
BFIM
323
Beese Fulmer Investment Management
Ohio
$303K – – –
MFGP
324
Marshall Financial Group (Pennsylvania)
Pennsylvania
$303K +$2.07K +41 +0.7%
CPO
325
Cerity Partners OCIO
New York
$283K -$63.8K -1,267 -18%
11 12
13
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