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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 %
TFO
426
Tarbox Family Office
California
$1.21M -$1.98M -38,954 -62%
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$122K +2,399 +12%
PCM
428
Parsons Capital Management
Rhode Island
$1.15M +$181K +3,575 +19%
GCP
429
Gill Capital Partners
Colorado
$1.14M -$1.03M -20,273 -47%
AWAP
430
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.14M +$107K +2,115 +10%
Deutsche Bank
431
Deutsche Bank
Germany
$1.14M -$2.08M -40,961 -65%
VWM
432
Vigilare Wealth Management
Arizona
$1.13M -$171K -3,367 -13%
GWM
433
GSB Wealth Management
Connecticut
$1.13M +$487K +9,595 +76%
BFEC
434
Benjamin F. Edwards & Company
Missouri
$1.13M -$302K -5,949 -21%
JWA
435
JFS Wealth Advisors
Pennsylvania
$1.11M +$909K +17,910 +459%
FIM
436
Freedom Investment Management
Connecticut
$1.1M +$263K +5,187 +31%
BONH
437
Bank of New Hampshire
New Hampshire
$1.09M +$1.09M +21,550 New
AP
438
Americana Partners
Texas
$1.07M -$2.4M -48,383 -69%
CAS
439
Cascadia Advisory Services
Oregon
$1.05M -$185K -3,641 -15%
JG
440
Jefferies Group
New York
$1.04M +$59K +1,163 +6%
PWM
441
Perigon Wealth Management
California
$1.04M +$56K +1,104 +6%
CWA
442
Capital Wealth Alliance
Arizona
$1.04M -$107K -2,114 -9%
FA
443
Fermata Advisors
California
$1.03M +$13.4K +264 +1%
GIA
444
Gladstone Institutional Advisory
Florida
$1.03M -$570K -11,223 -36%
MSS
445
Mitchell Sinkler & Starr
Pennsylvania
$1.03M +$152K +3,000 +17%
ADBIC
446
A.D. Beadell Investment Counsel
Wisconsin
$1.02M +$10.1K +200 +1%
AIM
447
Alhambra Investment Management
Florida
$1M +$82.5K +1,625 +9%
KFC
448
Klingenstein Fields & Co
New York
$997K +$219K +4,322 +28%
SWA
449
Stratos Wealth Advisors
Ohio
$981K +$53.7K +1,058 +6%
NWS
450
Newport Wealth Strategies
California
$977K -$183K -3,600 -16%
16 17
18
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