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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.12%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.92%
New
117
Increased
196
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$95.4M
2
JFA
Johanson Financial Advisors
California
+$69.7M
3
UBS Group
UBS Group
Switzerland
+$64.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.4M
5
Wells Fargo
Wells Fargo
California
+$42.4M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$32.5M
2
QA
Quantitative Advantage
Minnesota
-$29M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$19.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.9M
5
MIM
Miller Investment Management
Pennsylvania
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
326
Sheets Smith Wealth Management
North Carolina
$730K -$33.8K -670 -4%
PWM
327
PBMares Wealth Management
Virginia
$724K +$724K +14,350 New
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$713K +$546K +10,824 +327%
BFEC
329
Benjamin F. Edwards & Company
Missouri
$712K -$2.11M -41,773 -75%
SWM
330
Segment Wealth Management
Texas
$708K +$368K +7,300 +108%
ATWA
331
Arbor Trust Wealth Advisors
Michigan
$708K +$708K +14,000 New
TFO
332
Tarbox Family Office
California
$693K -$2.49M -49,244 -78%
QCM
333
Quadrant Capital Management
New Jersey
$693K +$221K +4,385 +47%
LBD
334
Landsberg Bennett & Dubbaneh
Florida
$676K -$12.6K -250 -2%
IWC
335
Integrated Wealth Concepts
Massachusetts
$675K +$29.9K +593 +5%
HR
336
Hardy Reed
Mississippi
$657K +$657K +13,023 New
FA
337
FDx Advisors
Illinois
$644K +$644K +12,762 New
SW
338
SkyOak Wealth
Michigan
$642K +$642K +12,740 New
TFA
339
Tobias Financial Advisors
Florida
$637K +$637K +12,642 New
SCM
340
Sterneck Capital Management
Missouri
$630K +$36.3K +719 +6%
BEAM
341
Baker Ellis Asset Management
Washington
$620K +$620K +12,300 New
FEG
342
Financial Enhancement Group
Indiana
$619K +$18.4K +365 +3%
AP
343
Americana Partners
Texas
$613K +$613K +12,146 New
PNC Financial Services Group
344
PNC Financial Services Group
Pennsylvania
$606K – – –
KWM
345
Kingsview Wealth Management
Oregon
$566K +$566K +11,228 New
WWM
346
Windsor Wealth Management
Indiana
$558K +$3.38K +67 +0.6%
MHS
347
M Holdings Securities
Oregon
$552K +$552K +10,953 New
QAM
348
Q3 Asset Management
Michigan
$547K +$235K +4,657 +75%
CFGS
349
Concourse Financial Group Securities
Alabama
$547K +$306K +6,060 +127%
CG
350
CFO4Life Group
Texas
$538K -$162K -3,208 -23%
12 13
14
15 16