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

Top Sellers

1
SFG
1
Sage Financial Group
Pennsylvania
$9.72M
2
SWM
2
Sanctuary Wealth Management
Idaho
$5.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.1M
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
SFS
5
Sowell Financial Services
Arkansas
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
376
West Paces Advisors
Georgia
$713K +$102K +2,001 +17%
IDA
377
Intelligence Driven Advisers
California
$706K +$706K +13,916 New
CF
378
Centaurus Financial
California
$704K -$305K -6,000 -30%
FM
379
Family Management
New York
$704K +$251K +4,942 +55%
CA
380
Calton & Associates
Florida
$691K +$281K +5,543 +69%
CI
381
CX Institutional
Indiana
$687K -$1.37K -27 -0.2%
RIA
382
Realta Investment Advisors
Delaware
$684K -$101K -1,988 -13%
NEPWA
383
New England Private Wealth Advisors
Massachusetts
$667K -$270K -5,321 -29%
TI
384
Tidal Investments
Wisconsin
$663K +$2.69K +53 +0.4%
SMG
385
Spectrum Management Group
Indiana
$662K +$405K +7,974 +157%
FFS
386
Founders Financial Securities
Maryland
$661K +$661K +13,034 New
COF
387
Capital One Financial
Virginia
$660K -$268K -5,288 -29%
FCFC
388
First Citizens Financial Corp
Iowa
$653K +$653K +12,863 New
HR
389
Hardy Reed
Mississippi
$652K – – –
NB
390
Northwest Bancshares
Pennsylvania
$634K +$634K +12,488 New
CAGAS
391
Capital Advisory Group Advisory Services
Minnesota
$623K +$615K +12,128 +7,875%
WP
392
WealthPLAN Partners
Nebraska
$618K +$17.3K +340 +3%
RA
393
Riverstone Advisors
Texas
$618K +$111K +2,194 +22%
CF
394
Copperwynd Financial
Arizona
$618K +$618K +12,176 New
LAS
395
Lloyd Advisory Services
Georgia
$612K -$120K -2,374 -16%
WWM
396
Western Wealth Management
Colorado
$606K -$25.4K -500 -4%
SWM
397
Segment Wealth Management
Texas
$595K – – –
FHA
398
First Horizon Advisors
Tennessee
$593K -$104K -2,040 -15%
CAN
399
Claraphi Advisory Network
United States
$591K +$428K +8,439 +262%
CC
400
Callan Capital
California
$588K +$78K +1,536 +15%
14 15
16
17 18