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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 %
NF
376
Nikulski Financial
Iowa
$2.01M +$146K +2,882 +8%
EH
377
Equitable Holdings
New York
$2M -$28.3K -557 -1%
CCP
378
Clarkston Capital Partners
Michigan
$1.99M +$1.74M +34,275 +696%
RPCA
379
Running Point Capital Advisors
California
$1.98M +$72.9K +1,438 +4%
RJT
380
Raymond James Trust
Florida
$1.96M +$91.6K +1,806 +5%
PWP
381
Principle Wealth Partners
Connecticut
$1.96M -$86.4K -1,703 -4%
US Bancorp
382
US Bancorp
Minnesota
$1.93M -$513K -10,126 -21%
SAM
383
SignalPoint Asset Management
Missouri
$1.93M -$3.65K -72 -0.2%
WIA
384
Westbourne Investment Advisors
Maryland
$1.92M +$72K +1,420 +4%
DI
385
DFPG Investments
Utah
$1.91M +$132K +2,607 +7%
MC
386
Moors & Cabot
Massachusetts
$1.87M -$506K -9,954 -21%
SWM
387
Segment Wealth Management
Texas
$1.85M -$486K -9,580 -21%
EIA
388
Eldridge Investment Advisors
New Hampshire
$1.84M +$40.6K +800 +2%
NFG
389
Next Financial Group
Texas
$1.81M -$295K -5,813 -14%
MA
390
MBA Advisors
Pennsylvania
$1.76M +$288K +5,683 +20%
ATWA
391
Arbor Trust Wealth Advisors
Michigan
$1.71M – – –
SDH
392
Sloy Dahl & Holst
Washington
$1.7M – – –
SW
393
SlateStone Wealth
Florida
$1.7M -$532K -10,484 -24%
ACM
394
Anfield Capital Management
California
$1.7M +$10.9K +215 +0.6%
TCWM
395
Total Clarity Wealth Management
Illinois
$1.66M -$112K -2,205 -6%
FC
396
FCA Corp
Texas
$1.65M -$38.6K -761 -2%
HH
397
Hilltop Holdings
Texas
$1.64M +$331K +6,521 +25%
WCFA
398
Walkner Condon Financial Advisors
Wisconsin
$1.63M +$130K +2,571 +9%
FAIM
399
Financial Advocates Investment Management
Washington
$1.63M -$268K -5,288 -14%
AUB
400
Atlantic Union Bankshares
Virginia
$1.63M -$2.04M -40,280 -56%
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