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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 %
KeyBank National Association
526
KeyBank National Association
Ohio
$477K +$22.8K +450 +5%
NB
527
Nicolet Bankshares
Wisconsin
$473K -$7.81K -154 -2%
CBFP
528
Cedar Brook Financial Partners
Ohio
$470K +$99.3K +1,956 +27%
SWMP
529
Signature Wealth Management Partners
New Jersey
$469K -$93.1K -1,836 -17%
Creative Planning
530
Creative Planning
Kansas
$469K +$41.1K +810 +10%
MWA
531
Meridian Wealth Advisors
Texas
$465K +$266K +5,238 +133%
HWA
532
Heartwood Wealth Advisors
Virginia
$462K -$153K -3,010 -25%
RFA
533
Reilly Financial Advisors
California
$462K -$50.8K -1,000 -10%
IWC
534
Integrated Wealth Concepts
Massachusetts
$459K -$282K -5,566 -38%
PA
535
PFG Advisors
Arizona
$459K -$80.4K -1,584 -15%
SC
536
Solstein Capital
California
$452K -$223K -4,400 -33%
BWM
537
BCGM Wealth Management
Indiana
$452K +$11.1K +218 +3%
CF
538
Copperwynd Financial
Arizona
$443K -$110K -2,165 -20%
HS
539
Horan Securities
United States
$443K +$268K +5,290 +154%
CCA
540
Childress Capital Advisors
Texas
$441K +$5.07K +100 +1%
SCM
541
Sterneck Capital Management
Missouri
$440K – – –
DE
542
Day & Ennis
Georgia
$438K -$3.91K -77 -0.9%
FHA
543
First Horizon Advisors
Tennessee
$435K -$33K -650 -7%
GPWA
544
Great Point Wealth Advisors
Massachusetts
$425K +$15.5K +305 +4%
RPGK
545
Retirement Planning Group (Kansas)
Kansas
$425K +$425K +8,382 New
CIBC World Market
546
CIBC World Market
Ontario, Canada
$421K +$165K +3,239 +64%
SCM
547
SOL Capital Management
Maryland
$419K +$152K +3,000 +57%
BG
548
Benedetti & Gucer
Georgia
$416K +$112K +2,207 +37%
DY
549
Dowling & Yahnke
California
$415K -$194K -3,814 -32%
PFS
550
Prospera Financial Services
Texas
$414K -$75K -1,481 -15%
20 21
22
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