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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.76%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.15%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$48.5M
2
SW
2
SVB Wealth
Massachusetts
$283M
3
FM
3
Foster & Motley
Ohio
$48.8M
4
DWM
4
Destination Wealth Management
California
$35.9M
5
PWAC
5
Private Wealth Advisors (California)
California
$30.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.8M
2
SMM
2
Stadion Money Management
Georgia
$0
3
DF
3
Donoghue Forlines
Massachusetts
$6M
4
HB
4
Homrich & Berg
Georgia
$189M
5
IDA
5
Intelligence Driven Advisers
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
CBFP
501
Cedar Brook Financial Partners
Ohio
$476K 9,378 +721 +8%
TSS
502
Two Sigma Securities
New York
$463K 9,112 +305 +3%
WFA
503
Wipfli Financial Advisors
Wisconsin
$461K 9,072 +9,072 New
SCM
504
Sterneck Capital Management
Missouri
$458K 9,023 -45 -0.5%
BWFA
505
Baltimore-Washington Financial Advisors
Maryland
$455K 8,974 +8,974 New
CAM
506
Cozad Asset Management
Illinois
$454K 8,940 +3,890 +77%
BWM
507
BCGM Wealth Management
Indiana
$439K 8,645 +8,645 New
WP
508
WealthPLAN Partners
Nebraska
$436K 8,582 -2,870 -25%
APA
509
Allegiant Private Advisors
Florida
$428K 8,425 +8,425 New
MOS
510
MGO One Seven
Ohio
$423K 8,331 -1,885 -18%
WAS
511
Wealth Advisory Solutions
Indiana
$423K 8,335 – –
GPWA
512
Great Point Wealth Advisors
Massachusetts
$419K 8,256 -6,084 -42%
KNW
513
Kesler Norman & Wride
Utah
$414K 8,156 +8,156 New
DWM
514
Doyle Wealth Management
Florida
$409K 8,061 +1,900 +31%
SFM
515
Signet Financial Management
New Jersey
$407K 8,015 -482 -6%
LSPW
516
Lake Street Private Wealth
Illinois
$406K 7,995 +7,995 New
RRA
517
Round Rock Advisors
Connecticut
$393K 7,739 +7,739 New
SWP
518
Strategic Wealth Partners
Ohio
$390K 7,684 +1,458 +23%
CFA
519
Carroll Financial Associates
North Carolina
$389K 7,672 -373 -5%
CIA
520
Capital Investment Advisors
Georgia
$385K 7,583 +7,583 New
APW
521
Aurora Private Wealth
New Jersey
$370K 7,286 +7,286 New
HWA
522
Heartwood Wealth Advisors
Virginia
$365K 7,185 -966 -12%
BRWA
523
B. Riley Wealth Advisors
Florida
$364K 7,152 +38 +0.5%
QAM
524
Q3 Asset Management
Michigan
$364K 7,181 +2,964 +70%
SFSIG
525
San Francisco Sentry Investment Group
California
$356K 7,010 +3 +0%
19 20
21
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