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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 %
SSWM
351
Sheets Smith Wealth Management
North Carolina
$1.74M +$201K +3,960 +13%
HCIA
352
Hochman Cole Investment Advisors
Illinois
$1.73M -$54K -1,064 -3%
ACM
353
Alpha Capital Management
Texas
$1.71M -$1.43M -28,163 -46%
NC
354
NovaPoint Capital
Georgia
$1.69M -$285K -5,604 -14%
WMP
355
Wealth Management Partners
Arizona
$1.67M +$1.67M +32,809 New
NFG
356
Next Financial Group
Texas
$1.66M -$1.52M -29,843 -48%
FAM
357
Formidable Asset Management
Ohio
$1.66M +$403K +7,944 +32%
TCM
358
Tradewinds Capital Management
Washington
$1.64M +$439K +8,636 +36%
FC
359
FCA Corp
Texas
$1.62M -$36K -709 -2%
WIA
360
Westbourne Investment Advisors
Maryland
$1.61M +$1.61M +31,760 New
KCM
361
Karp Capital Management
California
$1.57M +$1.57M +30,974 New
RWB
362
RMR Wealth Builders
New Jersey
$1.54M +$105K +2,065 +7%
SWMP
363
Signature Wealth Management Partners
New Jersey
$1.54M +$1.54M +30,343 New
MWM
364
Maltin Wealth Management
New Jersey
$1.52M -$91.9K -1,809 -6%
SCA
365
Snowden Capital Advisors
New York
$1.52M +$563K +11,092 +59%
EFS
366
Essex Financial Services
Connecticut
$1.51M +$292K +5,758 +24%
ECM
367
Evergreen Capital Management
Washington
$1.5M -$456K -8,975 -23%
CC
368
Callan Capital
California
$1.48M +$1.19M +23,378 +404%
WEPOG
369
Wealth Enhancement & Preservation of GA
Georgia
$1.44M +$177K +3,481 +14%
DC
370
Davenport & Co
Virginia
$1.39M +$125K +2,466 +10%
AP
371
Americana Partners
Texas
$1.36M +$513K +10,090 +61%
VWM
372
Venturi Wealth Management
Texas
$1.35M +$1.35M +26,497 New
BEAM
373
Baker Ellis Asset Management
Washington
$1.32M +$122K +2,392 +10%
NWS
374
Newport Wealth Strategies
California
$1.32M – – –
WPA
375
West Paces Advisors
Georgia
$1.31M +$494K +9,722 +61%
13 14
15
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