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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

374 hedge funds and large institutions have $5.01B invested in JPMorgan Ultra-Short Income ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 205 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+14
Holders Change %
+3.89%
% of All Funds
8.21%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.52%
New
38
Increased
205
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$277M
2
Morgan Stanley
Morgan Stanley
New York
$655M
3
3AM
3EDGE Asset Management
Florida
$57.3M
4
UBS Group
UBS Group
Switzerland
$239M
5
RJA
Raymond James & Associates
Florida
$103M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
$4.25M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.8M
4
PWAG
Polaris Wealth Advisory Group
California
$24.5M
5
IWS
Insight Wealth Strategies
California
$401K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
351
Valeo Financial Advisors
Indiana
$153K +$34.7K +688 +29%
Rockefeller Capital Management
352
Rockefeller Capital Management
New York
$152K +$152K +3,013 New
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$130K +$4.57K +91 +4%
Toronto Dominion Bank
354
Toronto Dominion Bank
Ontario, Canada
$106K +$106K +2,105 New
BWL
355
Bogart Wealth LLC
Virginia
$105K – – –
Deutsche Bank
356
Deutsche Bank
Germany
$102K +$102K +2,031 New
MA
357
MUFG Americas
New York
$101K – – –
BWM
358
BerganKDV Wealth Management
Minnesota
$100K – – –
MWC
359
MBM Wealth Consultants
Missouri
$100K – – –
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$86K +$33.1K +656 +63%
SFA
361
Semmax Financial Advisors
North Carolina
$67K – – –
PB
362
Pinnacle Bancorp
Nebraska
$63K – – –
ETI
363
Enterprise Trust & Investment
California
$62K – – –
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$52K +$25.4K +500 +95%
PGAM
365
Princeton Global Asset Management
New Jersey
$46K – – –
Northern Trust
366
Northern Trust
Illinois
$19K +$19K +37,424 New
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$18K – – –
PFGIA
368
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18K +358 New
CI
369
CX Institutional
Indiana
$17K -$14.7K -293 -46%
AIM
370
Advantage Investment Management
Iowa
$8K +$8K +160 New
APA
371
American Portfolios Advisors
New York
$7.65K -$33.3K -661 -81%
SSB
372
Sandy Spring Bank
Maryland
$5K – – –
GWMIA
373
Global Wealth Management Investment Advisory
Florida
$2K – – –
SCA
374
Stonebridge Capital Advisors
Minnesota
$2K +$2K +30 New
WCG
375
Weaver Consulting Group
California
$1K – – –
12 13 14
15
16