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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 %
LFAS
501
Level Four Advisory Services
Texas
$596K -$272K -5,363 -31%
HR
502
Hayden Royal
North Carolina
$596K -$19.4K -382 -3%
BBA
503
Braun-Bostich & Associates
Pennsylvania
$595K -$133K -2,626 -18%
TA
504
Tiedemann Advisors
New York
$594K +$355K +7,000 +148%
PLFAM
505
Pineno Levin & Ford Asset Management
Virginia
$593K – – –
RCAG
506
Rehmann Capital Advisory Group
Michigan
$584K +$334K +6,577 +133%
WSTAM
507
Wilbanks Smith & Thomas Asset Management
Virginia
$579K -$122K -2,408 -17%
IAP
508
Indie Asset Partners
Indiana
$574K +$81.2K +1,600 +16%
SAM
509
Secure Asset Management
Michigan
$573K -$188K -3,703 -25%
AWM
510
Aprio Wealth Management
Georgia
$573K +$573K +11,290 New
DWM
511
Doyle Wealth Management
Florida
$563K +$175K +3,449 +45%
IWS
512
Insight Wealth Strategies
California
$557K -$146K -2,884 -21%
ICP
513
Ironvine Capital Partners
Nebraska
$556K +$556K +10,954 New
BRA
514
Biechele Royce Advisors
Indiana
$552K +$177K +3,495 +47%
T2I
515
Turim 21 Investimentos
Brazil
$552K +$552K +10,893 New
TC
516
Tatro Capital
Kentucky
$532K +$200K +3,941 +60%
CAG
517
Csenge Advisory Group
Florida
$526K +$19.6K +386 +4%
ECM
518
Evergreen Capital Management
Washington
$515K -$833K -16,425 -62%
State Farm Mutual Automobile Insurance
519
State Farm Mutual Automobile Insurance
Illinois
$508K – – –
M1FG
520
Mach-1 Financial Group
Arkansas
$495K -$7.65K -151 -2%
LA
521
Latitude Advisors
Florida
$494K +$494K +9,736 New
BCA
522
Bay Colony Advisors
Massachusetts
$490K -$100K -1,979 -17%
CFGS
523
Concourse Financial Group Securities
Alabama
$489K -$255K -5,014 -34%
AOG
524
Alpha Omega Group
Virginia
$479K -$95.4K -1,880 -17%
BCI
525
Brinker Capital Investments
Pennsylvania
$478K – – –
19 20
21
22 23