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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.26%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.32%
New
64
Increased
299
Reduced
277
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$285M
2
Morgan Stanley
Morgan Stanley
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$115M
4
S
SignatureFD
Georgia
+$76.1M
5
CIAS
Capital Investment Advisory Services
North Carolina
+$60.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$48.1M
3
UBS Group
UBS Group
Switzerland
-$33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.9M
5
SLF
Sun Life Financial
Ontario, Canada
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
301
Lido Advisors
California
$3.71M +$1.18M +23,256 +47%
SB
302
Sunflower Bank
Texas
$3.68M -$747K -14,737 -17%
BFA
303
Beacon Financial Advisory
Ohio
$3.66M -$185K -3,655 -5%
Brown Advisory
304
Brown Advisory
Maryland
$3.65M +$3.65M +71,955 New
WPA
305
West Paces Advisors
Georgia
$3.65M +$1.07M +21,130 +42%
KF
306
Krilogy Financial
Missouri
$3.63M -$391K -7,714 -10%
JIC
307
Joel Isaacson & Co
New York
$3.62M +$3.62M +71,446 New
MML Investors Services
308
MML Investors Services
Massachusetts
$3.62M +$40.3K +795 +1%
PWMAG
309
Pinnacle Wealth Management Advisory Group
New Jersey
$3.61M -$108K -2,130 -3%
CWA
310
Centennial Wealth Advisory
Michigan
$3.57M -$10.9K -215 -0.3%
PCIA
311
Prime Capital Investment Advisors
Kansas
$3.55M -$2.94M -58,042 -45%
CG
312
CFO4Life Group
Texas
$3.53M -$171K -3,374 -5%
HFM
313
Hartford Financial Management
Connecticut
$3.53M +$4.97K +98 +0.1%
NA
314
NewEdge Advisors
Louisiana
$3.52M +$2.01M +39,596 +133%
ACA
315
Aptus Capital Advisors
Alabama
$3.46M -$704K -13,887 -17%
HIM
316
HawsGoodwin Investment Management
Tennessee
$3.44M -$395K -7,798 -10%
AAS
317
Avantax Advisory Services
Texas
$3.43M +$74K +1,461 +2%
PA
318
Planning Alternatives
Michigan
$3.41M -$689K -13,578 -17%
AWM
319
Aries Wealth Management
Maine
$3.31M +$609K +12,000 +23%
SFG
320
Sage Financial Group
Pennsylvania
$3.3M +$313K +6,164 +10%
UWM
321
USAdvisors Wealth Management
Minnesota
$3.27M -$40.2K -793 -1%
HWM
322
Howard Wealth Management
Connecticut
$3.24M -$128K -2,532 -4%
JWM
323
JGP Wealth Management
Oregon
$3.16M +$263K +5,190 +9%
TIA
324
Tiemann Investment Advisors
California
$3.16M +$80.2K +1,581 +3%
BMWM
325
Brown Miller Wealth Management
Virginia
$3.14M -$598K -11,795 -16%
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