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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

471 hedge funds and large institutions have $5.37B invested in JPMorgan Ultra-Short Income ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 217 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+9
Holders Change %
+1.95%
% of All Funds
10.4%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
2.03%
New
78
Increased
154
Reduced
217
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$157M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$402M
3
Betterment LLC
Betterment LLC
New York
$71M
4
SWM
Sanctuary Wealth Management
Idaho
$52.6M
5
Jane Street
Jane Street
New York
$80.3M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$3.8M
2
3AM
3EDGE Asset Management
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$564M
4
UBS Group
UBS Group
Switzerland
$205M
5
S
SignatureFD
Georgia
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
326
Flagship Harbor Advisors
Massachusetts
$644K +$174K +3,495 +37%
AMIM
327
Aull & Monroe Investment Management
Alabama
$638K -$179K -3,609 -22%
HR
328
Hardy Reed
Mississippi
$638K -$8.94K -180 -1%
WWM
329
Western Wealth Management
Colorado
$619K +$314K +6,320 +103%
CAM
330
Cresset Asset Management
Illinois
$610K +$87K +1,750 +17%
TFO
331
Tarbox Family Office
California
$606K -$76.6K -1,541 -11%
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$602K +$5.57K +112 +0.9%
WPA
333
West Paces Advisors
Georgia
$599K +$599K +12,053 New
WP
334
WealthPLAN Partners
Nebraska
$595K +$595K +11,817 New
SWM
335
Segment Wealth Management
Texas
$583K -$114K -2,300 -16%
SIM
336
Stratos Investment Management
Ohio
$573K -$388K -7,809 -40%
WWM
337
Windsor Wealth Management
Indiana
$553K +$3.03K +61 +0.6%
T2I
338
Turim 21 Investimentos
Brazil
$540K +$540K +10,893 New
BRWM
339
B. Riley Wealth Management
Tennessee
$538K -$3.84M -77,250 -88%
FEG
340
Financial Enhancement Group
Indiana
$538K -$71K -1,430 -12%
PWS
341
Paragon Wealth Strategies
Florida
$529K -$4.87M -98,098 -90%
CA
342
Cambridge Advisors
Nebraska
$524K +$524K +10,552 New
CG
343
CFO4Life Group
Texas
$520K -$10.3K -207 -2%
CCFM
344
Clear Creek Financial Management
Washington
$510K +$510K +10,150 New
EFS
345
Essex Financial Services
Connecticut
$499K -$238K -4,796 -32%
CC
346
Callan Capital
California
$499K +$499K +10,048 New
RFA
347
Reilly Financial Advisors
California
$497K – – –
RA
348
Riverstone Advisors
Texas
$496K +$21.8K +438 +5%
OFS
349
OneAscent Financial Services
Alabama
$484K -$332K -6,688 -41%
KeyBank National Association
350
KeyBank National Association
Ohio
$483K -$24.8K -500 -5%
12 13
14
15 16