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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
12.03%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.08%
New
77
Increased
310
Reduced
253
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$294M
2
FP
Financial Perspectives
Minnesota
+$104M
3
SLF
Sun Life Financial
Ontario, Canada
+$99.1M
4
SW
SVB Wealth
Massachusetts
+$95.2M
5
Morgan Stanley
Morgan Stanley
New York
+$90.7M

Top Sellers

1
AF
Allworth Financial
California
-$105M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$45.9M
3
Wells Fargo
Wells Fargo
California
-$45.3M
4
FFG
Frisch Financial Group
New York
-$34.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
501
Segment Wealth Management
Texas
$588K -$109K -2,150 -16%
CHJWM
502
Carlton Hofferkamp & Jenks Wealth Management
Texas
$586K +$22.8K +450 +4%
CA
503
Calton & Associates
Florida
$582K +$6.55K +129 +1%
AOG
504
Alpha Omega Group
Virginia
$575K -$55.6K -1,094 -9%
SWMP
505
Signature Wealth Management Partners
New Jersey
$563K -$978K -19,259 -63%
AFM
506
Andesa Financial Management
Pennsylvania
$560K -$51.5K -1,015 -8%
CWA
507
Canvas Wealth Advisors
Kansas
$555K +$555K +10,939 New
WP
508
WealthPLAN Partners
Nebraska
$554K +$118K +2,334 +27%
CF
509
Copperwynd Financial
Arizona
$553K -$341K -6,713 -38%
PCMC
510
Private Capital Management (Colorado)
Colorado
$547K -$275K -5,415 -33%
BHWA
511
Beacon Harbor Wealth Advisors
Virginia
$544K -$67.8K -1,337 -11%
PA
512
PFG Advisors
Arizona
$539K -$48.4K -955 -8%
FHA
513
Flagship Harbor Advisors
Massachusetts
$534K +$32.6K +643 +7%
CWG
514
Cornerstone Wealth Group
North Carolina
$531K – – –
APA
515
Allegiant Private Advisors
Florida
$514K +$86.3K +1,700 +20%
RFA
516
Reilly Financial Advisors
California
$513K -$30.5K -600 -6%
State Farm Mutual Automobile Insurance
517
State Farm Mutual Automobile Insurance
Illinois
$508K – – –
CAG
518
Csenge Advisory Group
Florida
$506K +$186K +3,665 +58%
M1FG
519
Mach-1 Financial Group
Arkansas
$503K +$469K +9,247 +1,364%
FPCP
520
Fort Point Capital Partners
California
$502K – – –
FHB
521
First Hawaiian Bank
Hawaii
$496K – – –
IAP
522
Indie Asset Partners
Indiana
$493K -$453K -8,925 -48%
US Bancorp
523
US Bancorp
Minnesota
$492K +$191K +3,756 +63%
PFS
524
Prospera Financial Services
Texas
$490K -$374K -7,370 -43%
NB
525
Nicolet Bankshares
Wisconsin
$481K -$64.2K -1,265 -12%
19 20
21
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