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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.12%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.92%
New
117
Increased
196
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$95.4M
2
JFA
Johanson Financial Advisors
California
+$69.7M
3
UBS Group
UBS Group
Switzerland
+$64.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.4M
5
Wells Fargo
Wells Fargo
California
+$42.4M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$32.5M
2
QA
Quantitative Advantage
Minnesota
-$29M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$19.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.9M
5
MIM
Miller Investment Management
Pennsylvania
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
401
Concorde Asset Management
Michigan
$302K -$194K -3,850 -39%
AWM
402
Avondale Wealth Management
Texas
$296K -$133K -2,636 -31%
Comerica Bank
403
Comerica Bank
Texas
$291K +$76.6K +1,513 +36%
APP
404
Avantax Planning Partners
Iowa
$290K -$15.6K -309 -5%
CPO
405
Cerity Partners OCIO
New York
$283K -$1.06K -21 -0.4%
IWM
406
IHT Wealth Management
Illinois
$282K -$81.2K -1,611 -22%
CWA
407
Clarity Wealth Advisors
California
$277K +$277K +5,504 New
RMAM
408
Raab & Moskowitz Asset Management
New Jersey
$266K +$266K +5,290 New
BF
409
BOK Financial
Oklahoma
$265K +$47.8K +951 +22%
IFAM
410
Institutional & Family Asset Management
Colorado
$260K +$1.56K +31 +0.6%
JFGIW
411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K – – –
SBIA
412
Sheaff Brock Investment Advisors
Indiana
$252K +$252K +5,000 New
RFWA
413
RPg Family Wealth Advisory
Massachusetts
$245K +$245K +4,860 New
TCM
414
Tradewinds Capital Management
Washington
$240K +$1.46K +29 +0.6%
GKWIM
415
Gerber Kawasaki Wealth & Investment Management
California
$238K +$238K +4,725 New
CWA
416
Clarus Wealth Advisors
Arizona
$237K – – –
CRWM
417
Castle Rock Wealth Management
California
$226K – – –
LSAG
418
Lake Street Advisors Group
New Hampshire
$226K +$226K +4,477 New
MSAM
419
Moloney Securities Asset Management
Missouri
$222K – – –
SMG
420
Spectrum Management Group
Indiana
$220K -$109K -2,155 -33%
BRA
421
Biechele Royce Advisors
Indiana
$217K +$13K +258 +6%
MAA
422
Matrix Asset Advisors
New York
$214K +$214K +4,250 New
FCFC
423
First Citizens Financial Corp
Iowa
$208K +$208K +4,123 New
AIM
424
Acropolis Investment Management
Missouri
$202K -$9.09K -180 -4%
CWG
425
Cornerstone Wealth Group
North Carolina
$202K – – –
15 16
17
18 19