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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
12.03%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.08%
New
77
Increased
310
Reduced
253
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$294M
2
FP
Financial Perspectives
Minnesota
+$104M
3
SLF
Sun Life Financial
Ontario, Canada
+$99.1M
4
SW
SVB Wealth
Massachusetts
+$95.2M
5
Morgan Stanley
Morgan Stanley
New York
+$90.7M

Top Sellers

1
AF
Allworth Financial
California
-$105M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$45.9M
3
Wells Fargo
Wells Fargo
California
-$45.3M
4
FFG
Frisch Financial Group
New York
-$34.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPW
451
Catalyst Private Wealth
California
$935K -$35.5K -700 -4%
OCPWS
452
One Charles Private Wealth Services
Massachusetts
$932K +$389K +7,664 +72%
SWA
453
Stratos Wealth Advisors
Ohio
$928K +$303K +5,965 +48%
AIM
454
Alhambra Investment Management
Florida
$918K +$64.2K +1,265 +8%
IWM
455
IHT Wealth Management
Illinois
$877K -$95.1K -1,874 -10%
MMM
456
Mendel Money Management
Illinois
$876K -$73.1K -1,440 -8%
CPA
457
Capital Planning Advisors
California
$873K -$63.4K -1,250 -7%
MSS
458
Mitchell Sinkler & Starr
Pennsylvania
$873K +$873K +17,200 New
LFAS
459
Level Four Advisory Services
Texas
$868K -$97.9K -1,930 -10%
WCFA
460
Walkner Condon Financial Advisors
Wisconsin
$868K +$360K +7,103 +71%
APP
461
Avantax Planning Partners
Iowa
$842K +$842K +16,587 New
FIM
462
Freedom Investment Management
Connecticut
$838K +$838K +16,507 New
RIA
463
Realta Investment Advisors
Delaware
$830K +$282K +5,556 +51%
BFG
464
Bouchey Financial Group
New York
$798K – – –
WWM
465
Western Wealth Management
Colorado
$783K -$55.6K -1,096 -7%
KFC
466
Klingenstein Fields & Co
New York
$778K +$198K +3,900 +34%
CAM
467
Cozad Asset Management
Illinois
$767K +$313K +6,180 +69%
PWM
468
Prentice Wealth Management
New York
$767K +$767K +15,107 New
ACA
469
Ascension Capital Advisors
Texas
$763K -$497K -9,789 -39%
SAM
470
Secure Asset Management
Michigan
$761K +$35.2K +694 +5%
BFS
471
Bickling Financial Services
Massachusetts
$759K -$40.4K -797 -5%
H
472
HoyleCohen
California
$750K +$161K +3,180 +27%
CFGS
473
Concourse Financial Group Securities
Alabama
$743K -$191K -3,766 -20%
IWC
474
Integrated Wealth Concepts
Massachusetts
$742K -$25.4K -500 -3%
PB
475
Pinnacle Bancorp
Nebraska
$733K +$431K +8,500 +143%
17 18
19
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