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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 %
JF
426
JSF Financial
California
$1.3M -$911K -17,971 -41%
MWM
427
Maltin Wealth Management
New Jersey
$1.29M -$271K -5,350 -17%
BWA
428
BDO Wealth Advisors
Florida
$1.28M -$229K -4,517 -15%
NC
429
NovaPoint Capital
Georgia
$1.28M -$12.4K -244 -1%
TSS
430
Two Sigma Securities
New York
$1.28M +$1.28M +25,290 New
CC
431
Callan Capital
California
$1.26M +$556K +10,959 +79%
PCM
432
Parsons Capital Management
Rhode Island
$1.18M +$30.2K +595 +3%
CWG
433
Cornerstone Wealth Group
North Carolina
$1.17M +$533K +10,500 +84%
FSG
434
Financial Strategies Group
Michigan
$1.15M -$1.14M -22,426 -50%
BFEC
435
Benjamin F. Edwards & Company
Missouri
$1.13M +$8.73K +172 +0.8%
TCM
436
TD Capital Management
Tennessee
$1.13M +$1.04M +20,423 +1,072%
PWM
437
Perigon Wealth Management
California
$1.13M +$88.1K +1,737 +8%
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$1.12M -$34.5K -680 -3%
GCP
439
Gill Capital Partners
Colorado
$1.11M -$30.5K -601 -3%
BONH
440
Bank of New Hampshire
New Hampshire
$1.09M – – –
PIMG
441
Patriot Investment Management Group
Tennessee
$1.09M -$149K -2,942 -12%
GG
442
Gofen & Glossberg
Illinois
$1.09M +$684K +13,500 +169%
GM
443
GeoWealth Management
Illinois
$1.09M -$211K -4,165 -16%
KFC
444
Klingenstein Fields & Co
New York
$1.09M +$90.1K +1,776 +9%
SWA
445
Stratos Wealth Advisors
Ohio
$1.08M +$102K +2,014 +10%
BF
446
BOK Financial
Oklahoma
$1.08M +$1.08M +21,349 New
NFG
447
Nations Financial Group
Iowa
$1.08M +$1.08M +21,203 New
LA
448
Latitude Advisors
Florida
$1.05M +$556K +10,970 +113%
GWM
449
GSB Wealth Management
Connecticut
$1.05M -$77.1K -1,521 -7%
PA
450
Paragon Advisors
Texas
$1.05M -$581K -11,447 -36%
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