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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 %
SAF
451
Smith Anglin Financial
Texas
$1.04M -$637K -12,568 -38%
CWA
452
Capital Wealth Alliance
Arizona
$1.04M +$608 +12 +0.1%
WFO
453
Wealthgate Family Office
Colorado
$1.03M +$1.03M +20,378 New
PIA
454
Perennial Investment Advisors
California
$1.03M -$183K -3,613 -15%
SIM
455
Stratos Investment Management
Ohio
$1.03M +$163K +3,216 +19%
ADBIC
456
A.D. Beadell Investment Counsel
Wisconsin
$1.02M – – –
AIM
457
Alhambra Investment Management
Florida
$1M – – –
Creative Planning
458
Creative Planning
Kansas
$999K +$531K +10,466 +113%
SCM
459
SOL Capital Management
Maryland
$994K +$576K +11,345 +138%
CPA
460
Capital Planning Advisors
California
$985K +$267K +5,261 +37%
KWM
461
Kingsview Wealth Management
Oregon
$979K -$794K -15,656 -45%
FIM
462
Freedom Investment Management
Connecticut
$977K -$124K -2,436 -11%
MA
463
Mosaic Advisors
Texas
$971K +$143K +2,814 +17%
SWP
464
Strategic Wealth Partners
Ohio
$970K +$631K +12,456 +187%
WAM
465
WNY Asset Management
New York
$965K – – –
APP
466
Avantax Planning Partners
Iowa
$948K -$1.98K -39 -0.2%
WA
467
WBH Advisory
Maryland
$947K +$947K +18,671 New
WTC
468
WhitTier Trust Company
Nevada
$943K +$900K +17,746 +2,100%
JG
469
Jefferies Group
New York
$941K -$103K -2,023 -10%
JCM
470
Jacobi Capital Management
Pennsylvania
$927K -$25.3K -499 -3%
SMG
471
Spectrum Management Group
Indiana
$926K – – –
Bank of Montreal
472
Bank of Montreal
Ontario, Canada
$922K +$44.1K +870 +5%
FFS
473
Founders Financial Securities
Maryland
$889K -$73K -1,439 -8%
PP
474
Professional Planning
California
$887K +$199K +3,930 +29%
GIA
475
Gladstone Institutional Advisory
Florida
$886K -$141K -2,771 -14%
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