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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 %
CAG
476
Curtis Advisory Group
California
$885K -$61K -1,203 -6%
ACA
477
Ascension Capital Advisors
Texas
$881K +$124K +2,443 +16%
VFIC
478
Valley Forge Investment Consultants
Pennsylvania
$879K -$532K -10,497 -38%
CAM
479
Cozad Asset Management
Illinois
$873K -$5.33K -105 -0.6%
Comerica Bank
480
Comerica Bank
Texas
$872K +$199K +3,923 +29%
CF
481
Centaurus Financial
California
$871K -$152 -3 -0%
WSTAM
482
Wilbanks Smith & Thomas Asset Management
Virginia
$863K +$285K +5,615 +49%
APA
483
American Portfolios Advisors
New York
$861K +$168K +3,317 +24%
ACA
484
Affinity Capital Advisors
California
$859K +$456K +8,991 +113%
SPFA
485
Summit Place Financial Advisors
New Jersey
$855K +$221K +4,350 +35%
HFS
486
Horizon Financial Services
North Carolina
$852K -$16.9K -333 -2%
HKAM
487
Horizon Kinetics Asset Management
New York
$840K -$50.2K -990 -6%
NWS
488
Newport Wealth Strategies
California
$831K -$146K -2,870 -15%
AMIM
489
Aull & Monroe Investment Management
Alabama
$824K -$78.4K -1,545 -9%
FFG
490
Ford Financial Group
California
$816K +$1.32K +26 +0.2%
PG
491
Proffitt & Goodson
Tennessee
$805K +$188K +3,709 +30%
HR
492
Hardy Reed
Mississippi
$798K +$502K +9,900 +169%
CA
493
Cambridge Advisors
Nebraska
$787K +$190K +3,743 +32%
VWM
494
Vigilare Wealth Management
Arizona
$786K -$342K -6,731 -30%
HWA
495
HHM Wealth Advisors
Tennessee
$767K +$434K +8,555 +130%
CPW
496
Catalyst Private Wealth
California
$765K +$10.1K +200 +1%
FHA
497
First Horizon Advisors
Tennessee
$765K +$330K +6,509 +76%
IWS
498
Insight Wealth Strategies
California
$761K +$205K +4,037 +37%
PLFAM
499
Pineno Levin & Ford Asset Management
Virginia
$752K +$159K +3,140 +27%
HIP
500
HUB Investment Partners
Texas
$732K -$577K -11,378 -44%
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