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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.76%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.15%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$48.5M
2
SW
2
SVB Wealth
Massachusetts
$283M
3
FM
3
Foster & Motley
Ohio
$48.8M
4
DWM
4
Destination Wealth Management
California
$35.9M
5
PWAC
5
Private Wealth Advisors (California)
California
$30.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.8M
2
SMM
2
Stadion Money Management
Georgia
$0
3
DF
3
Donoghue Forlines
Massachusetts
$6M
4
HB
4
Homrich & Berg
Georgia
$189M
5
IDA
5
Intelligence Driven Advisers
California
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
301
D.A. Davidson & Co
Montana
$2.7M -$500K -9,842 -16%
NI
302
Nepsis Inc
Minnesota
$2.69M +$1.02M +20,066 +61%
PWP
303
Principle Wealth Partners
Connecticut
$2.68M +$2.68M +52,782 New
SFG
304
Sage Financial Group
Pennsylvania
$2.67M -$7.75M -152,639 -74%
VWM
305
Vigilare Wealth Management
Arizona
$2.64M +$1.41M +27,740 +115%
SIM
306
Stratos Investment Management
Ohio
$2.6M +$34.8K +685 +1%
VFPI
307
Vantage Financial Partners (Illinois)
Illinois
$2.59M -$381K -7,500 -13%
MCM
308
Monument Capital Management
Virginia
$2.53M +$229K +4,512 +10%
WIA
309
Wealthstreet Investment Advisors
Texas
$2.46M -$815K -16,050 -25%
I2I
310
Insight 2811 Inc
Illinois
$2.46M -$191K -3,763 -7%
Lido Advisors
311
Lido Advisors
California
$2.41M -$1.16M -22,890 -33%
TFA
312
Tobias Financial Advisors
Florida
$2.35M +$48.5K +955 +2%
VWA
313
V Wealth Advisors
Kansas
$2.35M +$89.8K +1,768 +4%
CRWM
314
Castle Rock Wealth Management
California
$2.31M +$229K +4,514 +11%
GA
315
GoalVest Advisory
New York
$2.26M +$2.26M +44,465 New
PIA
316
Perennial Investment Advisors
California
$2.25M +$409K +8,054 +22%
M&T Bank
317
M&T Bank
New York
$2.2M +$373K +7,337 +20%
CCA
318
Childress Capital Advisors
Texas
$2.18M +$2.18M +69,623 New
AWM
319
Aries Wealth Management
Maine
$2.18M +$99K +1,950 +5%
ACM
320
Avalon Capital Management
California
$2.17M -$681K -13,407 -24%
MIAN
321
Mariner Independent Advisor Network
Kansas
$2.17M +$976K +19,211 +82%
VFIC
322
Valley Forge Investment Consultants
Pennsylvania
$2.16M +$2.16M +42,527 New
CCA
323
Catalyst Capital Advisors
New York
$2.13M – – –
CWA
324
Centennial Wealth Advisory
Michigan
$2.13M +$2.13M +41,929 New
JWCA
325
J.W. Coons Advisors
Ohio
$2.13M -$1.16M -22,875 -35%
11 12
13
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