JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

291 hedge funds and large institutions have $3.35B invested in JPMorgan Ultra-Short Income ETF in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 120 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+113
Holders Change %
+63.48%
% of All Funds
6.49%
Holding in Top 10
57
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+147.83%
% of All Funds
1.27%
New
125
Increased
120
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$435M
2
Morgan Stanley
2
Morgan Stanley
New York
$345M
3
Wells Fargo
3
Wells Fargo
California
$80.9M
4
AssetMark Inc
4
AssetMark Inc
California
$71.7M
5
UBS Group
5
UBS Group
Switzerland
$110M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
ECM
4
Evergreen Capital Management
Washington
$13.5M
5
VWM
5
Venturi Wealth Management
Texas
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
REMPR
26
Roof Eidam Maycock Peralta (REMP)
California
$29.5M +$6.32M +126,044 +27%
GBBWRPM
27
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$29M +$27.7M +551,588 +2,104%
AP
28
Appleton Partners
Massachusetts
$28.6M +$12.9M +256,500 +82%
SWM
29
Sanctuary Wealth Management
Idaho
$27.1M +$2.92M +58,345 +12%
TWM
30
TLW Wealth Management
Florida
$27.1M +$27.1M +540,615 New
LPL Financial
31
LPL Financial
California
$25.6M +$14.2M +283,471 +124%
CF
32
Copperwynd Financial
Arizona
$22.4M +$22.4M +446,670 New
LA
33
Lau Associates
Delaware
$22.4M +$892K +17,800 +4%
ACG
34
Allen Capital Group
Nebraska
$20.5M +$17.1M +341,028 +503%
SMM
35
Stadion Money Management
Georgia
$19.6M +$19.6M +391,748 New
MML Investors Services
36
MML Investors Services
Massachusetts
$18.2M +$3.44M +68,624 +23%
JWM
37
Jackson Wealth Management
Florida
$17.8M +$17.8M +354,110 New
GI
38
Glovista Investments
New Jersey
$17.3M +$2.1M +41,884 +14%
ST
39
Spinnaker Trust
Maine
$17.1M +$17.1M +340,929 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$16.8M +$11.7M +232,913 +227%
EK
41
Evensky & Katz
Florida
$16.8M -$929K -18,526 -5%
TYCC
42
Texas Yale Capital Corp
Florida
$15.9M +$2.58M +51,553 +19%
CA
43
Cornerstone Advisory
Maryland
$15.5M +$3.52M +70,146 +29%
MIM
44
Miller Investment Management
Pennsylvania
$14.2M +$14.2M +284,021 New
CM
45
Cornerstone Management
Georgia
$14M +$693K +13,824 +5%
WB
46
Webster Bank
Connecticut
$13.9M +$13.9M +277,860 New
JIR
47
James Investment Research
Ohio
$13.7M -$3.47M -69,210 -20%
AWM
48
Avondale Wealth Management
Texas
$13.5M +$13.5M +269,339 New
ECM
49
Evergreen Capital Management
Washington
$13.5M -$6.61M -131,820 -33%
CPA
50
Capital Planning Advisors
California
$13.5M +$13.5M +268,962 New
1
2
3 4 5