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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

537 hedge funds and large institutions have $7.64B invested in JPMorgan Ultra-Short Income ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 136 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+66
Holders Change %
+14.01%
% of All Funds
11.04%
Holding in Top 10
104
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.04%
% of All Funds
2.14%
New
100
Increased
269
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$297M
2
SW
SVB Wealth
Massachusetts
$214M
3
HB
Homrich & Berg
Georgia
$185M
4
Bank of America
Bank of America
North Carolina
$673M
5
Morgan Stanley
Morgan Stanley
New York
$670M

Top Sellers

1
SFG
Sage Financial Group
Pennsylvania
$9.72M
2
SWM
Sanctuary Wealth Management
Idaho
$5.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.1M
4
PWAG
Polaris Wealth Advisory Group
California
$0
5
SFS
Sowell Financial Services
Arkansas
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
351
Vigilare Wealth Management
Arizona
$912K +$912K +17,968 New
TFA
352
Tobias Financial Advisors
Florida
$894K +$567K +11,166 +173%
CWA
353
Capital Wealth Alliance
Arizona
$891K -$873K -17,208 -49%
WS
354
Wedbush Securities
California
$888K -$323K -6,356 -27%
BHWM
355
Bay Harbor Wealth Management
Maryland
$882K -$14.8K -291 -2%
PIMG
356
Patriot Investment Management Group
Tennessee
$868K +$554K +10,925 +177%
1IA
357
1834 Investment Advisors
Wisconsin
$860K -$158K -3,112 -16%
NC
358
NewSquare Capital
Pennsylvania
$830K +$830K +16,360 New
VWM
359
Venturi Wealth Management
Texas
$822K +$73.5K +1,450 +10%
OMC
360
Old Mission Capital
Illinois
$795K -$1.05M -20,663 -57%
VWA
361
Visionary Wealth Advisors
Illinois
$791K +$791K +15,584 New
IAN
362
Integrated Advisors Network
Texas
$790K +$790K +15,571 New
RFN
363
RDA Financial Network
Iowa
$787K -$5.08K -100 -0.6%
FM
364
Foster & Motley
Ohio
$784K +$400K +7,874 +104%
KWM
365
Kingsview Wealth Management
Oregon
$780K +$31.6K +623 +4%
AP
366
Americana Partners
Texas
$778K +$567K +11,187 +269%
PCM
367
Parsons Capital Management
Rhode Island
$770K +$770K +15,180 New
SAM
368
Secure Asset Management
Michigan
$759K +$360K +7,088 +90%
CCM
369
Condor Capital Management
New Jersey
$755K +$755K +14,889 New
NF
370
Nikulski Financial
Iowa
$732K -$45.9K -905 -6%
MIAN
371
Mariner Independent Advisor Network
Kansas
$730K -$389K -7,671 -35%
GPWA
372
Great Point Wealth Advisors
Massachusetts
$727K – – –
SIM
373
Stratos Investment Management
Ohio
$722K +$136K +2,680 +23%
OC
374
Oppenheimer & Co
New York
$720K +$7.87K +155 +1%
NA
375
NewEdge Advisors
Louisiana
$715K -$488K -9,624 -41%
13 14
15
16 17