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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.76%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.15%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$48.5M
2
SW
SVB Wealth
Massachusetts
$283M
3
FM
Foster & Motley
Ohio
$48.8M
4
DWM
Destination Wealth Management
California
$35.9M
5
PWAC
Private Wealth Advisors (California)
California
$30.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.8M
2
SMM
Stadion Money Management
Georgia
$0
3
DF
Donoghue Forlines
Massachusetts
$6M
4
HB
Homrich & Berg
Georgia
$189M
5
IDA
Intelligence Driven Advisers
California
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
451
Secure Asset Management
Michigan
$727K +$168K +3,314 +30%
OMC
452
Old Mission Capital
Illinois
$718K +$718K +14,137 New
VWA
453
Visionary Wealth Advisors
Illinois
$709K -$154K -3,030 -18%
SWM
454
Segment Wealth Management
Texas
$697K – – –
BCA
455
Bay Colony Advisors
Massachusetts
$696K +$212K +4,170 +44%
SFWC
456
Strategic Family Wealth Counselors
New Jersey
$695K +$695K +13,684 New
CA
457
Crewe Advisors
Utah
$694K +$362K +7,137 +109%
CA
458
Cambridge Advisors
Nebraska
$679K +$200K +3,936 +42%
AWAP
459
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$668K +$668K +13,153 New
B
460
Bailard
California
$661K -$154K -3,028 -19%
AIC
461
Ameritas Investment Company
Nebraska
$644K -$350K -6,879 -35%
ICP
462
Interchange Capital Partners
Pennsylvania
$642K +$642K +12,649 New
NEPWA
463
New England Private Wealth Advisors
Massachusetts
$632K -$37.6K -741 -6%
AOG
464
Alpha Omega Group
Virginia
$631K +$631K +12,414 New
CFO
465
Collective Family Office
Pennsylvania
$628K +$628K +12,367 New
SWA
466
Stratos Wealth Advisors
Ohio
$626K +$81.3K +1,600 +15%
BHWA
467
Beacon Harbor Wealth Advisors
Virginia
$612K -$26.2M -516,024 -98%
AFM
468
Andesa Financial Management
Pennsylvania
$611K -$870K -17,145 -59%
SSB
469
Sandy Spring Bank
Maryland
$600K +$595K +11,708 +11,367%
H
470
HoyleCohen
California
$589K +$102K +2,000 +21%
AWM
471
Atticus Wealth Management
Florida
$588K -$232K -4,571 -28%
PA
472
PFG Advisors
Arizona
$588K +$105K +2,070 +22%
PG
473
Proffitt & Goodson
Tennessee
$587K -$228K -4,483 -28%
LNWWM
474
Laird Norton Wetherby Wealth Management
California
$587K +$82.1K +1,616 +16%
KFC
475
Klingenstein Fields & Co
New York
$581K +$297K +5,841 +104%
17 18
19
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