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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.76%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.15%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$48.5M
2
SW
2
SVB Wealth
Massachusetts
$283M
3
FM
3
Foster & Motley
Ohio
$48.8M
4
DWM
4
Destination Wealth Management
California
$35.9M
5
PWAC
5
Private Wealth Advisors (California)
California
$30.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.8M
2
SMM
2
Stadion Money Management
Georgia
$0
3
DF
3
Donoghue Forlines
Massachusetts
$6M
4
HB
4
Homrich & Berg
Georgia
$189M
5
IDA
5
Intelligence Driven Advisers
California
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
326
NewEdge Advisors
Louisiana
$2.06M +$452K +8,896 +28%
CSPIA
327
Cary Street Partners Investment Advisory
Virginia
$2.04M +$111K +2,190 +6%
DI
328
DFPG Investments
Utah
$2.02M +$412K +8,109 +26%
Bank of Montreal
329
Bank of Montreal
Ontario, Canada
$2M -$2.38M -46,879 -54%
LWAC
330
Laurel Wealth Advisors (California)
California
$2M +$20.7K +408 +1%
SAM
331
SignalPoint Asset Management
Missouri
$2M +$20.4K +401 +1%
KPWS
332
Kestra Private Wealth Services
Texas
$1.98M +$1M +19,763 +103%
SWM
333
Sanctuary Wealth Management
Idaho
$1.97M -$1.38M -27,088 -41%
SSWM
334
Smith Salley Wealth Management
North Carolina
$1.96M +$1.42M +27,945 +262%
RJT
335
Raymond James Trust
Florida
$1.95M +$407K +8,009 +26%
AWM
336
Aprio Wealth Management
Georgia
$1.94M -$3.5M -68,994 -64%
RCA
337
Rowland Carmichael Advisors
Arizona
$1.94M -$390K -7,683 -17%
MCC
338
Money Concepts Capital
Florida
$1.92M +$1.92M +37,784 New
SMG
339
Spectrum Management Group
Indiana
$1.91M -$517K -10,174 -21%
EIA
340
Eldridge Investment Advisors
New Hampshire
$1.9M +$50.1K +986 +3%
CTA
341
Chesley Taft & Associates
Illinois
$1.88M +$448K +8,825 +31%
HWM
342
Howard Wealth Management
Connecticut
$1.87M +$20.1K +395 +1%
IA
343
Insight Advisors
Pennsylvania
$1.82M +$1.82M +35,884 New
ATWA
344
Arbor Trust Wealth Advisors
Michigan
$1.81M +$76.6K +1,507 +4%
HIP
345
HUB Investment Partners
Texas
$1.8M +$1.8M +35,368 New
OFS
346
Oldfather Financial Services
Nebraska
$1.78M +$580K +11,408 +48%
CG
347
Colony Group
Massachusetts
$1.78M -$1.02M -20,080 -36%
TCWM
348
Total Clarity Wealth Management
Illinois
$1.77M +$120K +2,362 +7%
HCM
349
Hollencrest Capital Management
California
$1.75M +$1.75M +34,500 New
JF
350
JSF Financial
California
$1.75M +$472K +9,299 +37%
12 13
14
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