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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

537 hedge funds and large institutions have $7.64B invested in JPMorgan Ultra-Short Income ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 136 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+66
Holders Change %
+14.01%
% of All Funds
11.04%
Holding in Top 10
104
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.04%
% of All Funds
2.14%
New
100
Increased
269
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$297M
2
SW
SVB Wealth
Massachusetts
$214M
3
HB
Homrich & Berg
Georgia
$185M
4
Bank of America
Bank of America
North Carolina
$673M
5
Morgan Stanley
Morgan Stanley
New York
$670M

Top Sellers

1
SFG
Sage Financial Group
Pennsylvania
$9.72M
2
SWM
Sanctuary Wealth Management
Idaho
$5.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.1M
4
PWAG
Polaris Wealth Advisory Group
California
$0
5
SFS
Sowell Financial Services
Arkansas
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
326
Paragon Wealth Strategies
Florida
$1.09M +$553K +10,889 +102%
EWM
327
Edge Wealth Management
New York
$1.09M -$25.4K -500 -2%
DIM
328
Delta Investment Management
California
$1.09M -$64.5K -1,272 -6%
DWM
329
Darwin Wealth Management
Florida
$1.08M -$372K -7,331 -26%
BEAM
330
Baker Ellis Asset Management
Washington
$1.08M +$1.08M +21,280 New
SCA
331
Snowden Capital Advisors
New York
$1.08M +$99.5K +1,961 +10%
SC
332
Scotia Capital
Ontario, Canada
$1.07M +$1.07M +21,000 New
PCMC
333
Private Capital Management (Colorado)
Colorado
$1.03M +$825K +16,255 +398%
CFG
334
Citizens Financial Group
Rhode Island
$1.02M -$292K -5,762 -22%
LFAS
335
Level Four Advisory Services
Texas
$1.01M -$1.87M -36,776 -65%
AMIM
336
Aull & Monroe Investment Management
Alabama
$1.01M +$355K +7,000 +55%
SYBT
337
Stock Yards Bank & Trust
Kentucky
$1.01M +$1.01M +19,845 New
CAG
338
Csenge Advisory Group
Florida
$993K +$993K +19,570 New
AIC
339
Ameritas Investment Company
Nebraska
$992K -$6.48M -127,643 -87%
APP
340
Avantax Planning Partners
Iowa
$990K +$703K +13,851 +245%
RJT
341
Raymond James Trust
Florida
$981K -$95.6K -1,885 -9%
CM
342
Capital Management
Virginia
$978K +$211K +4,153 +27%
SDH
343
Sloy Dahl & Holst
Washington
$972K -$106K -2,100 -10%
FEG
344
Financial Enhancement Group
Indiana
$972K +$422K +8,316 +77%
MTC
345
Matrix Trust Company
Colorado
$960K -$22.3K -440 -2%
MMM
346
Mendel Money Management
Illinois
$946K +$946K +18,650 New
CCM
347
Colorado Capital Management
Colorado
$942K -$205K -4,032 -18%
WEPOG
348
Wealth Enhancement & Preservation of GA
Georgia
$920K -$2.19M -43,145 -70%
IWM
349
IHT Wealth Management
Illinois
$918K +$665K +13,107 +262%
OFS
350
Oldfather Financial Services
Nebraska
$913K +$476K +9,354 +109%
12 13
14
15 16