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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 %
LC
526
Lindbrook Capital
California
$566K -$203K -4,000 -26%
DWM
527
Doyle Wealth Management
Florida
$563K – – –
NEPWA
528
New England Private Wealth Advisors
Massachusetts
$559K -$57.3K -1,130 -9%
TFO
529
Tarbox Family Office
California
$556K -$656K -12,919 -54%
ICP
530
Ironvine Capital Partners
Nebraska
$556K – – –
M1FG
531
Mach-1 Financial Group
Arkansas
$556K +$60.8K +1,200 +12%
ACS
532
Archford Capital Strategies
Illinois
$550K -$53.4K -1,053 -9%
HA
533
Herold Advisors
New York
$545K +$545K +10,750 New
TC
534
Tatro Capital
Kentucky
$532K +$51 +1 +0%
IWM
535
IHT Wealth Management
Illinois
$525K -$827K -16,314 -61%
CFGS
536
Concourse Financial Group Securities
Alabama
$522K +$33.1K +653 +7%
IWC
537
Integrated Wealth Concepts
Massachusetts
$522K +$63K +1,242 +14%
BBA
538
Braun-Bostich & Associates
Pennsylvania
$521K -$73.8K -1,455 -12%
AA
539
ACT Advisors
North Carolina
$515K -$108K -2,125 -17%
ICP
540
Interchange Capital Partners
Pennsylvania
$514K +$153K +3,026 +42%
State Farm Mutual Automobile Insurance
541
State Farm Mutual Automobile Insurance
Illinois
$508K – – –
NB
542
Nicolet Bankshares
Wisconsin
$508K +$34.7K +684 +7%
HFS
543
Howard Financial Services
Texas
$504K +$504K +9,946 New
IAP
544
Indie Asset Partners
Indiana
$493K -$81.2K -1,600 -14%
CAG
545
Csenge Advisory Group
Florida
$493K -$32.8K -646 -6%
PCM
546
Pennsylvania Capital Management
Pennsylvania
$490K -$143K -2,829 -23%
BFS
547
Bickling Financial Services
Massachusetts
$489K -$133K -2,621 -21%
PA
548
PFG Advisors
Arizona
$486K +$27.5K +542 +6%
AOG
549
Alpha Omega Group
Virginia
$484K +$5.07K +100 +1%
KeyBank National Association
550
KeyBank National Association
Ohio
$484K +$7.61K +150 +2%
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