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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 %
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$200K +$200K +3,961 New
Deutsche Bank
427
Deutsche Bank
Germany
$182K +$79.7K +1,584 +78%
APA
428
American Portfolios Advisors
New York
$180K +$173K +3,421 +2,251%
ClearBridge Investments
429
ClearBridge Investments
New York
$141K +$141K +2,800 New
SFG
430
Sowa Financial Group
Rhode Island
$134K +$134K +2,658 New
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$131K +$705 +14 +0.5%
GWM
432
Geneos Wealth Management
Colorado
$107K +$107K +2,135 New
Toronto Dominion Bank
433
Toronto Dominion Bank
Ontario, Canada
$106K – – –
MA
434
MUFG Americas
New York
$101K – – –
MWC
435
MBM Wealth Consultants
Missouri
$100K – – –
BWM
436
BerganKDV Wealth Management
Minnesota
$100K – – –
GSC
437
G&S Capital
Colorado
$88K -$1.12M -22,370 -93%
BWL
438
Bogart Wealth LLC
Virginia
$87K -$18.1K -358 -17%
EWA
439
Evolution Wealth Advisors
Florida
$85K +$85K +1,695 New
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$84K +$32.3K +639 +62%
PA
441
Parallel Advisors
California
$67K -$239K -4,718 -78%
PB
442
Pinnacle Bancorp
Nebraska
$63K – – –
ETI
443
Enterprise Trust & Investment
California
$62K – – –
SFA
444
Semmax Financial Advisors
North Carolina
$55K -$11.9K -236 -18%
HIM
445
HawsGoodwin Investment Management
Tennessee
$50K +$50K +990 New
LWANC
446
Laurel Wealth Advisors (North Carolina)
North Carolina
$41K +$41K +816 New
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$40K -$45.7K -909 -53%
IWA
448
Intercontinental Wealth Advisors
Texas
$37K +$37K +725 New
VFA
449
Valeo Financial Advisors
Indiana
$35K -$119K -2,343 -77%
LPWM
450
Lake Point Wealth Management
Texas
$30K +$30K +591 New
16 17
18
19 20