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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 %
AAIM
526
Asset Advisors Investment Management
Georgia
$356K 7,000 +2,000 +40%
PGA
527
Portland Global Advisors
Maine
$350K 6,900 +6,900 New
LWA
528
Lineweaver Wealth Advisors
Ohio
$350K 6,903 +6,903 New
NB
529
NBT Bank
New York
$349K 6,870 -630 -8%
CCFM
530
Clear Creek Financial Management
Washington
$340K 6,700 +6,700 New
CBB
531
Citizens Business Bank
California
$338K 6,650 +6,650 New
Comerica Bank
532
Comerica Bank
Texas
$337K 6,637 +933 +16%
HFS
533
Howard Financial Services
Texas
$336K 6,617 -7,078 -52%
TWM
534
Titus Wealth Management
California
$335K 6,600 – –
WT
535
Whittier Trust
California
$333K 6,555 +590 +10%
HCM
536
Hall Capital Management
Rhode Island
$332K 6,530 -100 -2%
TC
537
Tatro Capital
Kentucky
$332K 6,536 +1 +0%
PWM
538
Palumbo Wealth Management
New York
$331K 6,520 +6,520 New
RFC
539
Regions Financial Corp
Alabama
$330K 6,500 +1,000 +18%
TIM
540
Total Investment Management
Arizona
$326K 6,422 -1,241 -16%
PA
541
Parallel Advisors
California
$326K 6,418 +3,784 +144%
CAG
542
Csenge Advisory Group
Florida
$321K 6,314 -5,308 -46%
OCM
543
Orion Capital Management
California
$320K 6,296 +6,296 New
MWA
544
Meridian Wealth Advisors
Texas
$320K 6,307 +6,307 New
Creative Planning
545
Creative Planning
Kansas
$318K 6,254 -8,406 -57%
MFGP
546
Marshall Financial Group (Pennsylvania)
Pennsylvania
$312K 6,141 +15 +0.2%
BFG
547
Berger Financial Group
Minnesota
$311K 6,120 +6,120 New
PCS
548
Personal CFO Solutions
New Jersey
$305K 6,000 -2,000 -25%
BFIM
549
Beese Fulmer Investment Management
Ohio
$305K 6,000 – –
PAM
550
Peak Asset Management
Colorado
$305K 6,000 – –
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