JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

537 hedge funds and large institutions have $7.64B invested in JPMorgan Ultra-Short Income ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
537
Holders Change
+66
Holders Change %
+14.01%
% of All Funds
11.04%
Holding in Top 10
104
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.04%
% of All Funds
2.14%
New
100
Increased
269
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$297M
2
SW
2
SVB Wealth
Massachusetts
$214M
3
HB
3
Homrich & Berg
Georgia
$185M
4
Bank of America
4
Bank of America
North Carolina
$673M
5
Morgan Stanley
5
Morgan Stanley
New York
$670M

Top Sellers

1
SFG
1
Sage Financial Group
Pennsylvania
$9.72M
2
SWM
2
Sanctuary Wealth Management
Idaho
$5.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.1M
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
SFS
5
Sowell Financial Services
Arkansas
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TFS
526
TrustCore Financial Services
Tennessee
$31K 613 +613 New
RG
527
Retirement Group
California
$26K 519 +519 New
PFBT
528
Parkside Financial Bank & Trust
Missouri
$23K 450 – –
NA
529
Nottingham Advisors
New York
$20.7K 407,251 +407,251 New
CAPTRUST Financial Advisors
530
CAPTRUST Financial Advisors
North Carolina
$18K 350 +350 New
VFA
531
Valeo Financial Advisors
Indiana
$13K 258 -688 -73%
PNC Financial Services Group
532
PNC Financial Services Group
Pennsylvania
$10K 192 -11,920 -98%
IWP
533
IAG Wealth Partners
Wisconsin
$9K 175 – –
PA
534
Parallel Advisors
California
$7K 156 -728 -82%
SSB
535
Sandy Spring Bank
Maryland
$5K 103 – –
CWC
536
Carolinas Wealth Consulting
North Carolina
$5K 103 +103 New
GWMIA
537
Global Wealth Management Investment Advisory
Florida
$2K 31 – –
WCG
538
Weaver Consulting Group
California
$1K 18 – –
PWAG
539
Polaris Wealth Advisory Group
California
– – -538,245 Closed
PP
540
PagnatoKarp Partners
Virginia
– – -245,889 Closed
ASW
541
Astoria Strategic Wealth
Texas
– – -138,957 Closed
RAM
542
Redmond Asset Management
Virginia
– – -37,190 Closed
JIP
543
Jaffetilchin Investment Partners
Florida
– – -24,567 Closed
BCA
544
Berman Capital Advisors
Georgia
– – -14,573 Closed
BSAM
545
Blue Sky Asset Management
Colorado
– – -13,099 Closed
BRWM
546
B. Riley Wealth Management
Tennessee
– – -10,825 Closed
PWM
547
PBMares Wealth Management
Virginia
– – -7,600 Closed
FNC
548
First National Corp
Massachusetts
– – -7,153 Closed
CPO
549
Cerity Partners OCIO
New York
– – -6,860 Closed
MGIA
550
Moneta Group Investment Advisors
Missouri
– – -5,557 Closed
19 20 21
22
23