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

Top Sellers

1
JFA
Johanson Financial Advisors
California
$3.8M
2
3AM
3EDGE Asset Management
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$564M
4
UBS Group
UBS Group
Switzerland
$205M
5
S
SignatureFD
Georgia
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
501
M Holdings Securities
Oregon
– -$552K -10,953 Closed
Ameriprise
502
Ameriprise
Minnesota
– -$410K -8,119 Closed
B
503
Bailard
California
– -$407K -8,065 Closed
FPCP
504
Fort Point Capital Partners
California
– -$403K -7,985 Closed
HWA
505
Heartwood Wealth Advisors
Virginia
– -$395K -7,829 Closed
TP
506
Tranquility Partners
Tennessee
– -$388K -7,686 Closed
RA
507
RFG Advisory
Alabama
– -$387K -7,679 Closed
BCM
508
Brookstone Capital Management
Illinois
– -$387K -7,672 Closed
CB
509
Commerce Bank
Missouri
– -$370K -7,333 Closed
Creative Planning
510
Creative Planning
Kansas
– -$334K -6,621 Closed
Comerica Bank
511
Comerica Bank
Texas
– -$291K -5,749 Closed
RMAM
512
Raab & Moskowitz Asset Management
New Jersey
– -$266K -5,290 Closed
SBIA
513
Sheaff Brock Investment Advisors
Indiana
– -$252K -5,000 Closed
CWA
514
Clarus Wealth Advisors
Arizona
– -$237K -4,700 Closed
LSAG
515
Lake Street Advisors Group
New Hampshire
– -$226K -4,477 Closed
BRA
516
Biechele Royce Advisors
Indiana
– -$217K -4,298 Closed
FCFC
517
First Citizens Financial Corp
Iowa
– -$208K -4,123 Closed
CWG
518
Cornerstone Wealth Group
North Carolina
– -$202K -4,000 Closed
LNWWM
519
Laird Norton Wetherby Wealth Management
California
– -$200K -3,961 Closed
MWC
520
MBM Wealth Consultants
Missouri
– -$100K -1,990 Closed
GSC
521
G&S Capital
Colorado
– -$88K -1,753 Closed
EWA
522
Evolution Wealth Advisors
Florida
– -$85K -1,695 Closed
LWANC
523
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$41K -816 Closed
IWA
524
Intercontinental Wealth Advisors
Texas
– -$37K -725 Closed
LPWM
525
Lake Point Wealth Management
Texas
– -$30K -591 Closed
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