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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.05%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.99%
New
59
Increased
303
Reduced
276
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$253M
2
Morgan Stanley
Morgan Stanley
New York
+$142M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$72.4M
4
SLF
Sun Life Financial
Ontario, Canada
+$66.4M
5
SEI Investments
SEI Investments
Pennsylvania
+$62.9M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$268M
2
SWM
Spire Wealth Management
Virginia
-$58.7M
3
AIC
Ameritas Investment Company
Nebraska
-$43.7M
4
GWM
Geneos Wealth Management
Colorado
-$33M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
301
Avantax Advisory Services
Texas
$3.36M +$358K +7,061 +12%
UWM
302
USAdvisors Wealth Management
Minnesota
$3.31M -$108K -2,131 -3%
BCP
303
Blue Chip Partners
Michigan
$3.31M -$619K -12,197 -16%
SCA
304
Snowden Capital Advisors
New York
$3.27M +$1.98M +39,017 +153%
VWM
305
Venturi Wealth Management
Texas
$3.16M +$950K +18,722 +43%
EP
306
Eudaimonia Partners
Tennessee
$3.1M -$1.14M -22,476 -27%
OCPWS
307
One Charles Private Wealth Services
Massachusetts
$3.09M +$2.16M +42,622 +232%
TIA
308
Tiemann Investment Advisors
California
$3.08M +$30.5K +602 +1%
SWM
309
Spire Wealth Management
Virginia
$3.05M -$58.7M -1,157,120 -95%
OC
310
Oppenheimer & Co
New York
$3.02M +$1.9M +37,424 +170%
CA
311
CGN Advisors
Kansas
$3.01M +$615K +12,118 +26%
SFG
312
Sage Financial Group
Pennsylvania
$2.99M +$71.8K +1,416 +2%
NL
313
NWAM LLC
Washington
$2.99M -$7.56K -149 -0.3%
BAAM
314
Baker Avenue Asset Management
California
$2.98M +$362K +7,136 +14%
AF
315
Affiance Financial
Minnesota
$2.98M -$2.11M -41,507 -41%
MM
316
Main Management
California
$2.97M -$1.8M -35,467 -38%
Cetera Investment Advisers
317
Cetera Investment Advisers
Illinois
$2.9M +$323K +6,358 +12%
JWM
318
JGP Wealth Management
Oregon
$2.9M +$1.67M +32,839 +135%
BL
319
BFSG LLC
California
$2.88M +$369K +7,269 +15%
HIM
320
Hotaling Investment Management
Pennsylvania
$2.88M -$131K -2,581 -4%
WA
321
Winfield Associates
Ohio
$2.83M +$81.2K +1,600 +3%
REMPR
322
Roof Eidam Maycock Peralta (REMP)
California
$2.83M -$166K -3,280 -6%
AA
323
Auxano Advisors
Washington
$2.76M +$300K +5,917 +12%
LWAC
324
Laurel Wealth Advisors (California)
California
$2.76M +$1.23M +24,290 +81%
Citigroup
325
Citigroup
New York
$2.75M -$868K -17,098 -24%
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