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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.05%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.99%
New
59
Increased
303
Reduced
276
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$564M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$108M
4
SLF
4
Sun Life Financial
Ontario, Canada
$166M
5
SEI Investments
5
SEI Investments
Pennsylvania
$62.9M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$5.26M
2
SWM
2
Spire Wealth Management
Virginia
$3.05M
3
AIC
3
Ameritas Investment Company
Nebraska
$10.1M
4
GWM
4
Geneos Wealth Management
Colorado
$10.1M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
476
Pinnacle Bancorp
Nebraska
$733K – – –
CPA
477
Capital Planning Advisors
California
$718K -$155K -3,050 -18%
EVM
478
Eaton Vance Management
Massachusetts
$715K – – –
IWA
479
IBEX Wealth Advisors
New Jersey
$712K +$712K +14,024 New
CC
480
Callan Capital
California
$707K -$1.58M -31,180 -69%
AFM
481
Andesa Financial Management
Pennsylvania
$700K +$140K +2,750 +25%
APA
482
American Portfolios Advisors
New York
$693K +$301K +5,935 +77%
PP
483
Professional Planning
California
$688K +$79.4K +1,566 +13%
CA
484
Calton & Associates
Florida
$686K +$105K +2,077 +18%
SA
485
Shilanski & Associates
Alaska
$685K +$424K +8,353 +162%
Comerica Bank
486
Comerica Bank
Texas
$675K +$257K +5,057 +61%
MMM
487
Mendel Money Management
Illinois
$657K -$218K -4,300 -25%
RIA
488
Realta Investment Advisors
Delaware
$649K -$181K -3,564 -22%
VHAM
489
Van Hulzen Asset Management
California
$643K +$216K +4,261 +51%
PCM
490
Pennsylvania Capital Management
Pennsylvania
$635K +$4.92K +97 +0.8%
SPFA
491
Summit Place Financial Advisors
New Jersey
$635K +$635K +12,510 New
CWG
492
Cornerstone Wealth Group
North Carolina
$632K +$101K +2,000 +19%
AA
493
ACT Advisors
North Carolina
$623K – – –
BFS
494
Bickling Financial Services
Massachusetts
$622K -$137K -2,700 -18%
PG
495
Proffitt & Goodson
Tennessee
$618K -$53.2K -1,047 -8%
VFPI
496
Vantage Financial Partners (Illinois)
Illinois
$616K -$96.3K -1,900 -14%
NEPWA
497
New England Private Wealth Advisors
Massachusetts
$616K -$16.1K -317 -3%
ACS
498
Archford Capital Strategies
Illinois
$603K +$603K +11,890 New
PA
499
Parallel Advisors
California
$602K +$296K +5,837 +97%
CA
500
Cambridge Advisors
Nebraska
$598K -$25.1K -494 -4%
18 19
20
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