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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.18%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$473M
2
S
SignatureFD
Georgia
$191M
3
UBS Group
UBS Group
Switzerland
$186M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$140M
5
Wells Fargo
Wells Fargo
California
$142M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$10.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
WCM
Weatherstone Capital Management
Colorado
$5.58M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$13.7M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
AJ Wealth Strategies
New York
$32.8M +$22.4M +444,391 +214%
LA
27
Lau Associates
Delaware
$30.4M +$7.94M +157,770 +35%
WB
28
Webster Bank
Connecticut
$30.3M +$16.3M +324,674 +117%
AIM
29
Astor Investment Management
Illinois
$29.3M +$29.3M +583,010 New
SWM
30
Sanctuary Wealth Management
Idaho
$27.1M – – –
6M
31
6 Meridian
Kansas
$26.5M +$19.8M +392,774 +294%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$24.1M +$11M +219,103 +84%
ACG
33
Allen Capital Group
Nebraska
$23.5M +$2.89M +57,490 +14%
BPWA
34
Beacon Pointe Wealth Advisors
California
$22.2M +$22.2M +441,361 New
AA
35
Ancora Advisors
Ohio
$21.7M +$10.3M +205,085 +90%
GFPC
36
Global Financial Private Capital
Florida
$21.6M +$14.9M +296,230 +224%
CA
37
Cornerstone Advisory
Maryland
$20.3M +$4.74M +94,220 +30%
CM
38
Cornerstone Management
Georgia
$20.1M +$6.09M +121,024 +43%
RW
39
RVW Wealth
California
$19.6M +$19.6M +389,905 New
EK
40
Evensky & Katz
Florida
$19.5M +$2.63M +52,337 +16%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$19.1M +$2.2M +43,709 +13%
OA
42
Oxbow Advisors
Texas
$18.5M +$17.3M +344,420 +1,455%
ST
43
Spinnaker Trust
Maine
$17.9M +$750K +14,910 +4%
HB
44
Homrich & Berg
Georgia
$17M +$6.2M +123,199 +57%
TIM
45
Total Investment Management
Arizona
$16.5M +$15.9M +314,782 +2,557%
TA
46
TMD & Associates
Arizona
$16.1M +$4.33M +85,986 +37%
BWL
47
Bogart Wealth LLC
Virginia
$14.3M +$14.3M +285,236 New
CPA
48
Capital Planning Advisors
California
$14M +$495K +9,851 +4%
MWM
49
Mascoma Wealth Management
New Hampshire
$13.9M +$2.91M +57,927 +26%
MIM
50
Miller Investment Management
Pennsylvania
$13.9M -$376K -7,475 -3%
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