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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 %
SA
501
Shilanski & Associates
Alaska
$729K +$44.7K +882 +7%
FA
502
Fermata Advisors
California
$726K -$302K -5,957 -29%
PB
503
Pinnacle Bancorp
Nebraska
$725K -$7.1K -140 -1%
HIM
504
Hotaling Investment Management
Pennsylvania
$724K -$2.15M -42,452 -75%
CCM
505
Colorado Capital Management
Colorado
$722K -$192K -3,798 -21%
1WM
506
1900 Wealth Management
Texas
$719K -$863K -17,018 -55%
VHAM
507
Van Hulzen Asset Management
California
$698K +$55.9K +1,102 +9%
AWM
508
Aprio Wealth Management
Georgia
$676K +$103K +2,031 +18%
SC
509
Solstein Capital
California
$675K +$223K +4,400 +49%
MFGP
510
Marshall Financial Group (Pennsylvania)
Pennsylvania
$673K +$361K +7,113 +115%
DY
511
Dowling & Yahnke
California
$670K +$255K +5,025 +61%
SAM
512
Strategic Asset Management
Minnesota
$666K +$666K +13,130 New
KA
513
Kovack Advisors
Florida
$664K +$266K +5,245 +67%
MMM
514
Mendel Money Management
Illinois
$657K – – –
RA
515
Riversedge Advisors
Delaware
$629K +$629K +12,408 New
BFG
516
Bouchey Financial Group
New York
$627K +$627K +12,366 New
IF
517
Intrua Financial
Texas
$611K +$200K +3,953 +49%
CA
518
Crewe Advisors
Utah
$610K -$1.13M -22,341 -65%
SFG
519
Sovereign Financial Group
Connecticut
$596K +$596K +11,757 New
LFAS
520
Level Four Advisory Services
Texas
$593K -$2.54K -50 -0.4%
RCAG
521
Rehmann Capital Advisory Group
Michigan
$584K – – –
SAM
522
Secure Asset Management
Michigan
$577K +$3.65K +72 +0.6%
RIA
523
Realta Investment Advisors
Delaware
$574K -$74.1K -1,461 -11%
H
524
HoyleCohen
California
$574K -$1.77K -35 -0.3%
ECM
525
Evergreen Capital Management
Washington
$570K +$55K +1,084 +11%
19 20
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