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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 %
TIM
351
Tortoise Investment Management
New York
$2.57M -$72.2K -1,424 -3%
Millennium Management
352
Millennium Management
New York
$2.57M -$6.85M -135,012 -73%
NI
353
Nepsis Inc
Minnesota
$2.56M -$37.4K -738 -1%
CAL
354
Capital Analysts LLC
Pennsylvania
$2.56M -$179K -3,535 -7%
PFA
355
Paradigm Financial Advisors
Missouri
$2.47M -$256K -5,044 -9%
AA
356
Advisory Alpha
Michigan
$2.47M +$133K +2,630 +6%
AI
357
Atria Investments
North Carolina
$2.45M +$513K +10,110 +26%
VWM
358
Venturi Wealth Management
Texas
$2.45M -$712K -14,027 -23%
Mariner
359
Mariner
Kansas
$2.42M +$556K +10,958 +30%
CC
360
Courier Capital
New York
$2.42M +$2.42M +47,634 New
NL
361
Navalign LLC
California
$2.38M -$137K -2,703 -5%
FEG
362
Financial Enhancement Group
Indiana
$2.35M +$615K +12,124 +35%
WT
363
Whittier Trust
California
$2.33M +$2M +39,400 +601%
WP
364
WealthPLAN Partners
Nebraska
$2.32M -$276K -5,460 -11%
SWM
365
Sanctuary Wealth Management
Idaho
$2.28M +$414K +8,152 +22%
GF
366
Gries Financial
Ohio
$2.15M +$2.15M +42,398 New
TFA
367
Tobias Financial Advisors
Florida
$2.13M +$65.1K +1,283 +3%
ANTB
368
AMG National Trust Bank
Colorado
$2.13M +$189K +3,725 +10%
PA
369
Parallel Advisors
California
$2.11M +$1.51M +29,774 +251%
TLFA
370
True Link Financial Advisors
California
$2.11M +$507K +10,000 +32%
SCA
371
Snowden Capital Advisors
New York
$2.11M -$1.16M -22,952 -36%
MM
372
Main Management
California
$2.06M -$909K -17,919 -31%
GVAG
373
Great Valley Advisor Group
Delaware
$2.06M +$648K +12,783 +46%
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$2.05M +$775K +15,279 +61%
SSWM
375
Sheets Smith Wealth Management
North Carolina
$2.03M +$278K +5,477 +16%
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