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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.12%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.92%
New
117
Increased
196
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$95.4M
2
JFA
Johanson Financial Advisors
California
+$69.7M
3
UBS Group
UBS Group
Switzerland
+$64.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.4M
5
Wells Fargo
Wells Fargo
California
+$42.4M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$32.5M
2
QA
Quantitative Advantage
Minnesota
-$29M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$19.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.9M
5
MIM
Miller Investment Management
Pennsylvania
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
301
Realta Investment Advisors
Delaware
$942K +$504 +10 +0.1%
LFAS
302
Level Four Advisory Services
Texas
$933K -$45.2K -897 -5%
SAM
303
Secure Asset Management
Michigan
$928K +$928K +18,407 New
FHA
304
First Horizon Advisors
Tennessee
$924K -$1.05M -20,897 -53%
HFM
305
Hartford Financial Management
Connecticut
$919K +$218K +4,324 +31%
MMM
306
Mendel Money Management
Illinois
$915K +$577K +11,450 +171%
TCWM
307
Total Clarity Wealth Management
Illinois
$907K +$907K +17,977 New
WS
308
Wedbush Securities
California
$898K -$8.48K -168 -0.9%
SW
309
SteelPeak Wealth
California
$850K +$850K +16,854 New
AWM
310
Aprio Wealth Management
Georgia
$835K +$835K +16,550 New
BFG
311
Bouchey Financial Group
New York
$833K +$2.27K +45 +0.3%
AMIM
312
Aull & Monroe Investment Management
Alabama
$829K +$122K +2,418 +17%
OFS
313
OneAscent Financial Services
Alabama
$829K +$829K +16,435 New
APSP
314
Asset Planning Services (Pennsylvania)
Pennsylvania
$825K +$6.98K +138 +0.9%
BAC
315
Boys Arnold & Co
North Carolina
$801K +$125K +2,474 +18%
CFD
316
Creative Financial Designs
Indiana
$793K -$200K -3,961 -20%
RFN
317
RDA Financial Network
Iowa
$787K +$787K +15,569 New
CF
318
Copperwynd Financial
Arizona
$768K -$505K -10,013 -40%
OC
319
Oppenheimer & Co
New York
$760K -$212K -4,202 -22%
EFS
320
Essex Financial Services
Connecticut
$749K +$345K +6,843 +85%
LAS
321
Lloyd Advisory Services
Georgia
$749K +$749K +14,845 New
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$741K +$741K +14,697 New
SI
323
Stephens Inc
Arkansas
$736K -$10.1K -200 -1%
BCA
324
Berman Capital Advisors
Georgia
$734K – – –
CFA
325
Carroll Financial Associates
North Carolina
$732K +$352K +6,980 +93%
11 12
13
14 15