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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.26%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.32%
New
64
Increased
299
Reduced
277
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$285M
2
Morgan Stanley
Morgan Stanley
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$115M
4
S
SignatureFD
Georgia
+$76.1M
5
CIAS
Capital Investment Advisory Services
North Carolina
+$60.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$48.1M
3
UBS Group
UBS Group
Switzerland
-$33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.9M
5
SLF
Sun Life Financial
Ontario, Canada
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
326
D.A. Davidson & Co
Montana
$3.13M -$1.14M -22,537 -27%
OCPWS
327
One Charles Private Wealth Services
Massachusetts
$3.11M +$20.1K +397 +0.7%
AF
328
Affiance Financial
Minnesota
$3.09M +$113K +2,228 +4%
EP
329
Eudaimonia Partners
Tennessee
$3.05M -$46.4K -914 -1%
CA
330
CGN Advisors
Kansas
$3.03M +$18.2K +358 +0.6%
JWA
331
JFS Wealth Advisors
Pennsylvania
$3.01M +$1.9M +37,500 +172%
BL
332
BFSG LLC
California
$3M +$120K +2,368 +4%
NL
333
NWAM LLC
Washington
$3M +$9.03K +178 +0.3%
CFG
334
Cooper Financial Group
California
$2.99M -$1.59M -31,413 -35%
SC
335
Slow Capital
California
$2.92M +$455K +8,971 +18%
SWM
336
Spire Wealth Management
Virginia
$2.89M -$163K -3,215 -5%
SFWC
337
Strategic Family Wealth Counselors
New Jersey
$2.88M +$349K +6,881 +14%
EFS
338
Essex Financial Services
Connecticut
$2.86M +$652K +12,847 +29%
REMPR
339
Roof Eidam Maycock Peralta (REMP)
California
$2.82M -$9.13K -180 -0.3%
LSPW
340
Lake Street Private Wealth
Illinois
$2.81M +$397K +7,832 +16%
JWCA
341
J.W. Coons Advisors
Ohio
$2.8M +$352K +6,940 +14%
PBF
342
Petix & Botte Financial
California
$2.8M +$1.38M +27,123 +97%
CTA
343
Chesley Taft & Associates
Illinois
$2.79M +$143K +2,825 +5%
WA
344
Winfield Associates
Ohio
$2.78M -$43.4K -855 -2%
AA
345
Auxano Advisors
Washington
$2.76M -$2.79K -55 -0.1%
AHC
346
Adell Harriman & Carpenter
Texas
$2.76M +$23.1K +455 +0.8%
AFS
347
Access Financial Services
Minnesota
$2.74M +$753K +14,848 +38%
SPIA
348
Steward Partners Investment Advisory
New York
$2.65M +$213K +4,190 +9%
I2I
349
Insight 2811 Inc
Illinois
$2.64M +$261K +5,150 +11%
Cetera Investment Advisers
350
Cetera Investment Advisers
Illinois
$2.6M -$305K -6,020 -11%
12 13
14
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