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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 %
RPWA
401
Regent Peak Wealth Advisors
Georgia
$1.04M +$1.04M +20,523 New
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$1.03M +$182K +3,589 +21%
LC
403
Lindbrook Capital
California
$1.03M -$653K -12,860 -39%
ADBIC
404
A.D. Beadell Investment Counsel
Wisconsin
$1.03M -$406K -8,000 -28%
CCA
405
Clearwater Capital Advisors
Illinois
$1.03M +$1.03M +20,185 New
RCA
406
Resonant Capital Advisors
Wisconsin
$1.02M +$641K +12,606 +167%
LWMG
407
Levy Wealth Management Group
Pennsylvania
$1.02M +$1.02M +20,040 New
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$579K +11,394 +134%
PCM
409
Parsons Capital Management
Rhode Island
$1M +$181K +3,560 +22%
WS
410
Wedbush Securities
California
$993K +$298K +5,865 +43%
PWM
411
Perigon Wealth Management
California
$990K +$510K +10,041 +106%
BBA
412
Braun-Bostich & Associates
Pennsylvania
$986K -$3.69M -72,595 -79%
OWM
413
OneAscent Wealth Management
Alabama
$986K +$986K +19,400 New
BWA
414
BDO Wealth Advisors
Florida
$984K +$938K +18,483 +2,054%
IWM
415
IHT Wealth Management
Illinois
$973K +$103K +2,032 +12%
CPW
416
Catalyst Private Wealth
California
$971K – – –
LFAS
417
Level Four Advisory Services
Texas
$967K – – –
WAM
418
WNY Asset Management
New York
$963K +$963K +18,962 New
SDH
419
Sloy Dahl & Holst
Washington
$962K -$116K -2,300 -11%
MG
420
Mather Group
Illinois
$960K -$349K -6,872 -27%
NF
421
Nikulski Financial
Iowa
$960K +$23.5K +463 +3%
MMM
422
Mendel Money Management
Illinois
$949K -$7.62K -150 -0.8%
IAP
423
Indie Asset Partners
Indiana
$947K -$768K -15,125 -45%
CPA
424
Capital Planning Advisors
California
$937K -$311K -6,122 -25%
CFGS
425
Concourse Financial Group Securities
Alabama
$936K -$14.3M -281,162 -94%
15 16
17
18 19