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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

471 hedge funds and large institutions have $5.37B invested in JPMorgan Ultra-Short Income ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 217 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+9
Holders Change %
+1.95%
% of All Funds
10.4%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
2.03%
New
78
Increased
154
Reduced
217
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$157M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$402M
3
Betterment LLC
Betterment LLC
New York
$71M
4
SWM
Sanctuary Wealth Management
Idaho
$52.6M
5
Jane Street
Jane Street
New York
$80.3M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$3.8M
2
3AM
3EDGE Asset Management
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$564M
4
UBS Group
UBS Group
Switzerland
$205M
5
S
SignatureFD
Georgia
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
301
RDA Financial Network
Iowa
$775K +$1.94K +39 +0.3%
GKWIM
302
Gerber Kawasaki Wealth & Investment Management
California
$770K +$536K +10,792 +228%
RIA
303
Realta Investment Advisors
Delaware
$768K -$161K -3,232 -17%
APSP
304
Asset Planning Services (Pennsylvania)
Pennsylvania
$766K -$44.6K -897 -5%
NF
305
Nikulski Financial
Iowa
$762K -$465K -9,357 -38%
IWC
306
Integrated Wealth Concepts
Massachusetts
$762K +$97K +1,953 +15%
SSWM
307
Sheets Smith Wealth Management
North Carolina
$758K +$38.7K +780 +5%
CM
308
Capital Management
Virginia
$751K -$198K -3,977 -21%
MA
309
Modus Advisors
Minnesota
$748K +$748K +15,062 New
HWM
310
Howard Wealth Management
Connecticut
$745K +$745K +15,000 New
GRP
311
Global Retirement Partners
California
$741K -$491K -9,889 -40%
VWM
312
Venturi Wealth Management
Texas
$733K -$3.35M -67,499 -82%
KWM
313
Kingsview Wealth Management
Oregon
$732K +$175K +3,516 +31%
FTUS
314
Flow Traders U.S.
New York
$731K +$731K +14,712 New
SI
315
Stephens Inc
Arkansas
$725K – – –
BCA
316
Berman Capital Advisors
Georgia
$723K – – –
LAS
317
Lloyd Advisory Services
Georgia
$717K -$20.3K -409 -3%
GPWA
318
Great Point Wealth Advisors
Massachusetts
$712K -$913K -18,396 -56%
OC
319
Oppenheimer & Co
New York
$697K -$52.1K -1,048 -7%
FHA
320
First Horizon Advisors
Tennessee
$682K -$228K -4,596 -25%
CI
321
CX Institutional
Indiana
$674K +$657K +13,231 +3,903%
CFA
322
Carroll Financial Associates
North Carolina
$652K -$68.4K -1,378 -9%
BSAM
323
Blue Sky Asset Management
Colorado
$651K +$315K +6,330 +94%
BHWA
324
Beacon Harbor Wealth Advisors
Virginia
$651K +$651K +13,114 New
TI
325
Tidal Investments
Wisconsin
$646K +$249K +5,017 +63%
11 12
13
14 15