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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

374 hedge funds and large institutions have $5.01B invested in JPMorgan Ultra-Short Income ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 205 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+14
Holders Change %
+3.89%
% of All Funds
8.21%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.52%
New
38
Increased
205
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$277M
2
Morgan Stanley
Morgan Stanley
New York
$655M
3
3AM
3EDGE Asset Management
Florida
$57.3M
4
UBS Group
UBS Group
Switzerland
$239M
5
RJA
Raymond James & Associates
Florida
$103M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
$4.25M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.8M
4
PWAG
Polaris Wealth Advisory Group
California
$24.5M
5
IWS
Insight Wealth Strategies
California
$401K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
326
Chesley Taft & Associates
Illinois
$276K – – –
IFAM
327
Institutional & Family Asset Management
Colorado
$259K -$13.3K -264 -5%
TI
328
Tidal Investments
Wisconsin
$252K – – –
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K +$252K +4,990 New
NWP
330
Northstar Wealth Partners
Connecticut
$249K -$213K -4,238 -46%
BCM
331
Beck Capital Management
Texas
$248K +$248K +4,926 New
CFGS
332
Concourse Financial Group Securities
Alabama
$240K -$255K -5,069 -52%
1IA
333
1834 Investment Advisors
Wisconsin
$239K +$239K +4,741 New
TCM
334
Tradewinds Capital Management
Washington
$238K +$1.61K +32 +0.7%
CWA
335
Clarus Wealth Advisors
Arizona
$237K – – –
SWP
336
Strategic Wealth Partners
Ohio
$227K -$104K -10,611 -31%
CRWM
337
Castle Rock Wealth Management
California
$226K -$288K -5,703 -56%
MSAM
338
Moloney Securities Asset Management
Missouri
$222K +$222K +4,400 New
BF
339
BOK Financial
Oklahoma
$218K +$2.78K +55 +1%
FWIA
340
Fort Washington Investment Advisors
Ohio
$217K – – –
CIAS
341
Capital Investment Advisory Services
North Carolina
$216K – – –
Comerica Bank
342
Comerica Bank
Texas
$214K -$73.1K -1,447 -25%
Cetera Investment Advisers
343
Cetera Investment Advisers
Illinois
$214K +$214K +4,247 New
AIM
344
Acropolis Investment Management
Missouri
$211K +$211K +4,181 New
BRA
345
Biechele Royce Advisors
Indiana
$204K -$91.1K -1,805 -31%
Ameriprise
346
Ameriprise
Minnesota
$203K -$64.5K -1,278 -24%
CWG
347
Cornerstone Wealth Group
North Carolina
$202K – – –
PFP
348
Pinnacle Financial Partners
Tennessee
$202K +$202K +4,000 New
KeyBank National Association
349
KeyBank National Association
Ohio
$201K – – –
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
$167K +$167K +3,306 New
12 13
14
15 16