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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 %
GRP
401
Global Retirement Partners
California
$1.55M +$283K +5,581 +22%
MA
402
MONECO Advisors
Connecticut
$1.55M -$454K -8,945 -23%
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$1.55M -$542K -10,682 -26%
DC
404
Davenport & Co
Virginia
$1.55M +$62.2K +1,226 +4%
QWM
405
Quaker Wealth Management
New Jersey
$1.55M +$1.55M +30,486 New
TCM
406
Tradewinds Capital Management
Washington
$1.54M -$141K -2,786 -8%
WPW
407
Waldron Private Wealth
Pennsylvania
$1.51M +$1.51M +29,750 New
HCIA
408
Hochman Cole Investment Advisors
Illinois
$1.5M -$110K -2,161 -7%
IWN
409
Independent Wealth Network
Iowa
$1.49M +$1.49M +29,478 New
IA
410
Insight Advisors
Pennsylvania
$1.48M -$325K -6,431 -18%
TWM
411
TriaGen Wealth Management
California
$1.46M +$191K +3,761 +15%
CA
412
Continuum Advisory
Idaho
$1.45M -$302K -5,952 -17%
RPWA
413
Regent Peak Wealth Advisors
Georgia
$1.45M -$421K -8,307 -22%
DIM
414
Delta Investment Management
California
$1.45M +$55.6K +1,096 +4%
WEPOG
415
Wealth Enhancement & Preservation of GA
Georgia
$1.42M +$49.9K +983 +4%
AP
416
Americana Partners
Texas
$1.41M +$312K +6,143 +28%
CG
417
Colony Group
Massachusetts
$1.4M -$299K -5,898 -18%
VWA
418
V Wealth Advisors
Kansas
$1.38M -$1.3M -25,593 -48%
MSS
419
Mitchell Sinkler & Starr
Pennsylvania
$1.38M +$350K +6,900 +34%
BRWM
420
B. Riley Wealth Management
Tennessee
$1.35M +$1.12M +22,084 +490%
WS
421
Wedbush Securities
California
$1.33M -$21.4K -422 -2%
BEAM
422
Baker Ellis Asset Management
Washington
$1.31M -$274K -5,402 -17%
AWAP
423
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.3M +$166K +3,280 +15%
CAS
424
Cascadia Advisory Services
Oregon
$1.3M +$254K +5,019 +24%
NCM
425
Next Capital Management
New York
$1.3M -$584K -11,507 -31%
15 16
17
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