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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.05%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.99%
New
59
Increased
303
Reduced
276
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$108M
4
SLF
Sun Life Financial
Ontario, Canada
$166M
5
SEI Investments
SEI Investments
Pennsylvania
$62.9M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$5.26M
2
SWM
Spire Wealth Management
Virginia
$3.05M
3
AIC
Ameritas Investment Company
Nebraska
$10.1M
4
GWM
Geneos Wealth Management
Colorado
$10.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
401
1900 Wealth Management
Texas
$1.58M -$498K -9,806 -24%
BEAM
402
Baker Ellis Asset Management
Washington
$1.58M +$113K +2,235 +8%
MWM
403
Maltin Wealth Management
New Jersey
$1.56M +$180K +3,550 +13%
BWA
404
BDO Wealth Advisors
Florida
$1.51M +$175K +3,450 +13%
NA
405
NewEdge Advisors
Louisiana
$1.51M -$258K -5,093 -15%
WCFA
406
Walkner Condon Financial Advisors
Wisconsin
$1.51M +$645K +12,749 +75%
DC
407
Davenport & Co
Virginia
$1.48M +$10.6K +209 +0.7%
AC
408
Asio Capital
Kentucky
$1.46M +$1.46M +28,675 New
CAM
409
Cresset Asset Management
Illinois
$1.43M -$17M -334,610 -92%
PBF
410
Petix & Botte Financial
California
$1.42M +$235K +4,625 +20%
VFIC
411
Valley Forge Investment Consultants
Pennsylvania
$1.41M +$270K +5,331 +24%
GVAG
412
Great Valley Advisor Group
Delaware
$1.41M +$15.7K +310 +1%
DIM
413
Delta Investment Management
California
$1.39M -$19K -374 -1%
WEPOG
414
Wealth Enhancement & Preservation of GA
Georgia
$1.37M -$787K -15,525 -37%
WS
415
Wedbush Securities
California
$1.36M -$21.1K -415 -2%
IWM
416
IHT Wealth Management
Illinois
$1.35M +$476K +9,385 +54%
HIP
417
HUB Investment Partners
Texas
$1.31M -$225K -4,435 -15%
HH
418
Hilltop Holdings
Texas
$1.31M -$89.4K -1,762 -6%
GM
419
GeoWealth Management
Illinois
$1.3M +$1.3M +25,643 New
NC
420
NovaPoint Capital
Georgia
$1.3M -$176K -3,475 -12%
CSPIA
421
Cary Street Partners Investment Advisory
Virginia
$1.28M -$583K -11,491 -31%
TWM
422
TriaGen Wealth Management
California
$1.27M -$240K -4,722 -16%
GRP
423
Global Retirement Partners
California
$1.27M +$14.3K +282 +1%
PIMG
424
Patriot Investment Management Group
Tennessee
$1.24M -$856K -16,886 -41%
PIA
425
Perennial Investment Advisors
California
$1.22M -$577K -11,377 -32%
15 16
17
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