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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

471 hedge funds and large institutions have $5.37B invested in JPMorgan Ultra-Short Income ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 217 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+9
Holders Change %
+1.95%
% of All Funds
10.4%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
2.03%
New
78
Increased
154
Reduced
217
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$157M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$402M
3
Betterment LLC
3
Betterment LLC
New York
$71M
4
SWM
4
Sanctuary Wealth Management
Idaho
$52.6M
5
Jane Street
5
Jane Street
New York
$80.3M

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$3.8M
2
3AM
2
3EDGE Asset Management
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$564M
4
UBS Group
4
UBS Group
Switzerland
$205M
5
S
5
SignatureFD
Georgia
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
26
NorthCoast Asset Management
Connecticut
$38.7M -$19.2M -387,075 -33%
Osaic Holdings
27
Osaic Holdings
Arizona
$37.5M +$37.5M +754,617 New
SF
28
Symphony Financial
Texas
$36.3M +$36.3M +731,905 New
ACG
29
Allen Capital Group
Nebraska
$34.7M +$9.78M +196,992 +39%
AWM
30
AE Wealth Management
Kansas
$33.9M +$8.87M +178,481 +35%
UB
31
UMB Bank
Missouri
$33.7M +$33.3M +670,418 +8,442%
SS
32
Simplicity Solutions
Minnesota
$31.3M +$8.85M +178,243 +40%
WSFS
33
Wilmington Savings Fund Society
Delaware
$30.6M +$30.6M +615,191 New
AP
34
Appleton Partners
Massachusetts
$30M +$439K +8,847 +1%
RW
35
RVW Wealth
California
$29.5M +$11.9M +238,876 +67%
FFWA
36
FRG Family Wealth Advisors
Washington
$28.8M -$628K -12,650 -2%
AA
37
Acorns Advisers
California
$28.8M +$5.43M +109,283 +23%
GFPC
38
Global Financial Private Capital
Florida
$28.8M -$3.94M -79,240 -12%
CM
39
Cornerstone Management
Georgia
$28.7M +$9.38M +188,933 +48%
PWAG
40
Polaris Wealth Advisory Group
California
$26.7M +$26.3K +529 +0.1%
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$26.6M +$290K +5,836 +1%
CA
42
Cornerstone Advisory
Maryland
$24.3M -$4.82M -97,128 -17%
QWM
43
Quaker Wealth Management
New Jersey
$23.8M +$781K +15,727 +3%
BPA
44
Beacon Pointe Advisors
California
$21.1M +$21.1M +425,045 New
BCP
45
Blue Chip Partners
Michigan
$19.9M +$15.6M +313,176 +357%
MM
46
Main Management
California
$19.4M -$3.14M -63,159 -14%
WB
47
Webster Bank
Connecticut
$19.1M -$301K -6,065 -2%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$18.8M +$18.8M +5,021 New
BIAS
49
Beacon Investment Advisory Services
New Jersey
$18.1M +$388K +7,820 +2%
BFG
50
Bouchey Financial Group
New York
$17.7M +$16.9M +340,593 +2,062%
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