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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.86%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.29%
New
89
Increased
307
Reduced
156
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$816M
2
UBS Group
UBS Group
Switzerland
$351M
3
SMM
Stadion Money Management
Georgia
$55.1M
4
Bank of America
Bank of America
North Carolina
$726M
5
KA
Klingman & Associates
New York
$107M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$6.78M
2
Jane Street
Jane Street
New York
$0
3
Wells Fargo
Wells Fargo
California
$371M
4
GCP
Gill Capital Partners
Colorado
$6.11M
5
AIM
Astor Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
326
Andesa Financial Management
Pennsylvania
$1.48M +$1.48M +29,190 New
GIA
327
Gladstone Institutional Advisory
Florida
$1.48M +$205K +4,042 +16%
RWB
328
RMR Wealth Builders
New Jersey
$1.44M +$1.44M +28,299 New
ADBIC
329
A.D. Beadell Investment Counsel
Wisconsin
$1.43M +$1.18M +23,175 +461%
CTA
330
Chesley Taft & Associates
Illinois
$1.43M +$1.07M +21,000 +293%
CCM
331
Condor Capital Management
New Jersey
$1.35M +$594K +11,687 +78%
NWS
332
Newport Wealth Strategies
California
$1.31M +$159K +3,140 +14%
MG
333
Mather Group
Illinois
$1.31M -$416K -8,199 -24%
GRP
334
Global Retirement Partners
California
$1.29M +$185K +3,634 +17%
CCM
335
Colorado Capital Management
Colorado
$1.28M +$339K +6,682 +36%
JF
336
JSF Financial
California
$1.28M +$1.28M +25,185 New
DC
337
Davenport & Co
Virginia
$1.27M +$136K +2,685 +12%
WEPOG
338
Wealth Enhancement & Preservation of GA
Georgia
$1.26M +$340K +6,695 +37%
FAM
339
Formidable Asset Management
Ohio
$1.26M +$1.26M +24,800 New
HHGA
340
Halbert Hargrove Global Advisors
California
$1.25M +$1.25M +24,673 New
CPA
341
Capital Planning Advisors
California
$1.25M -$249K -4,895 -17%
HKAM
342
Horizon Kinetics Asset Management
New York
$1.23M -$82.4K -1,622 -6%
VWM
343
Vigilare Wealth Management
Arizona
$1.23M +$317K +6,250 +35%
EFS
344
Essex Financial Services
Connecticut
$1.21M +$7.11K +140 +0.6%
SYBT
345
Stock Yards Bank & Trust
Kentucky
$1.21M +$200K +3,930 +20%
TCM
346
Tradewinds Capital Management
Washington
$1.21M +$46.9K +924 +4%
OFS
347
Oldfather Financial Services
Nebraska
$1.2M +$292K +5,742 +32%
BEAM
348
Baker Ellis Asset Management
Washington
$1.2M +$116K +2,288 +11%
MIAN
349
Mariner Independent Advisor Network
Kansas
$1.19M +$458K +9,016 +63%
JWCA
350
J.W. Cole Advisors
Florida
$1.17M -$2.83M -55,776 -71%
12 13
14
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