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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 %
BCI
526
Brinker Capital Investments
Pennsylvania
$478K -$24.7K -487 -5%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$474K -$112K -2,206 -19%
FHA
528
First Horizon Advisors
Tennessee
$468K -$81.6K -1,607 -15%
PWM
529
Palumbo Wealth Management
New York
$466K +$135K +2,655 +41%
COF
530
Capital One Financial
Virginia
$464K -$17.6K -346 -4%
LSPW
531
Lake Street Private Wealth
Illinois
$457K +$50.9K +1,003 +13%
KeyBank National Association
532
KeyBank National Association
Ohio
$454K -$50.8K -1,000 -10%
KPWS
533
Kestra Private Wealth Services
Texas
$453K -$1.53M -30,096 -77%
DE
534
Day & Ennis
Georgia
$442K -$79.9K -1,575 -15%
BWM
535
BCGM Wealth Management
Indiana
$441K +$2.08K +41 +0.5%
SCM
536
Sterneck Capital Management
Missouri
$440K -$17.8K -350 -4%
IF
537
Intrua Financial
Texas
$437K +$437K +8,612 New
CCA
538
Childress Capital Advisors
Texas
$436K -$3.09M -61,023 -88%
CAM
539
Concorde Asset Management
Michigan
$432K -$45.7K -900 -10%
SS
540
Simplicity Solutions
Minnesota
$431K -$27.4M -540,609 -98%
Creative Planning
541
Creative Planning
Kansas
$428K +$110K +2,172 +35%
OWM
542
OneAscent Wealth Management
Alabama
$427K -$557K -10,982 -57%
VHAM
543
Van Hulzen Asset Management
California
$427K +$427K +8,406 New
ACA
544
Affinity Capital Advisors
California
$419K +$419K +8,246 New
Comerica Bank
545
Comerica Bank
Texas
$418K +$81.4K +1,605 +24%
QAM
546
Q3 Asset Management
Michigan
$417K +$53K +1,045 +15%
KNW
547
Kesler Norman & Wride
Utah
$414K – – –
MOS
548
MGO One Seven
Ohio
$411K -$11.1K -220 -3%
GPWA
549
Great Point Wealth Advisors
Massachusetts
$409K -$9.79K -193 -2%
SFM
550
Signet Financial Management
New Jersey
$407K +$51 +1 +0%
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