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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.05%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.99%
New
59
Increased
303
Reduced
276
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$253M
2
Morgan Stanley
Morgan Stanley
New York
+$142M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$72.4M
4
SLF
Sun Life Financial
Ontario, Canada
+$66.4M
5
SEI Investments
SEI Investments
Pennsylvania
+$62.9M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$268M
2
SWM
Spire Wealth Management
Virginia
-$58.7M
3
AIC
Ameritas Investment Company
Nebraska
-$43.7M
4
GWM
Geneos Wealth Management
Colorado
-$33M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
326
Capital Analysts LLC
Pennsylvania
$2.74M +$2.5M +49,307 +1,048%
AHC
327
Adell Harriman & Carpenter
Texas
$2.73M +$2.73M +53,865 New
PFA
328
Paradigm Financial Advisors
Missouri
$2.73M -$321K -6,321 -11%
AWM
329
Aries Wealth Management
Maine
$2.7M +$187K +3,690 +7%
VWA
330
V Wealth Advisors
Kansas
$2.68M -$154K -3,040 -5%
CTA
331
Chesley Taft & Associates
Illinois
$2.65M +$446K +8,800 +20%
TIM
332
Tortoise Investment Management
New York
$2.64M +$68.2K +1,344 +3%
WP
333
WealthPLAN Partners
Nebraska
$2.6M +$2.05M +40,417 +370%
NI
334
Nepsis Inc
Minnesota
$2.6M -$46.5K -917 -2%
WPA
335
West Paces Advisors
Georgia
$2.58M +$959K +18,901 +59%
SFWC
336
Strategic Family Wealth Counselors
New Jersey
$2.54M +$304K +5,988 +14%
Lido Advisors
337
Lido Advisors
California
$2.53M +$64K +1,261 +3%
NL
338
Navalign LLC
California
$2.52M +$1.34M +26,457 +114%
GA
339
GoalVest Advisory
New York
$2.5M +$116K +2,282 +5%
SC
340
Slow Capital
California
$2.47M +$78.5K +1,548 +3%
JWCA
341
J.W. Coons Advisors
Ohio
$2.45M +$110K +2,160 +5%
US Bancorp
342
US Bancorp
Minnesota
$2.45M +$1.95M +38,500 +397%
GKWIM
343
Gerber Kawasaki Wealth & Investment Management
California
$2.44M -$662K -13,045 -21%
SPIA
344
Steward Partners Investment Advisory
New York
$2.44M -$453K -8,924 -16%
TWP
345
Treybourne Wealth Planners
Indiana
$2.43M +$2.43M +47,925 New
LWMG
346
Levy Wealth Management Group
Pennsylvania
$2.43M +$1.16M +22,842 +92%
LSPW
347
Lake Street Private Wealth
Illinois
$2.41M +$1.96M +38,557 +429%
I2I
348
Insight 2811 Inc
Illinois
$2.38M -$86.5K -1,705 -4%
MC
349
Moors & Cabot
Massachusetts
$2.37M +$67.5K +1,331 +3%
SWM
350
Segment Wealth Management
Texas
$2.34M +$1.75M +34,500 +298%
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