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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 %
IF
551
Intrua Financial
Texas
$412K -$24.9K -490 -6%
BHWA
552
Beacon Harbor Wealth Advisors
Virginia
$409K -$135K -2,662 -25%
GG
553
Gofen & Glossberg
Illinois
$406K +$406K +8,000 New
ACA
554
Affinity Capital Advisors
California
$403K -$15.8K -311 -4%
WDG
555
Wealth Dimensions Group
Ohio
$400K +$400K +7,880 New
LNWWM
556
Laird Norton Wetherby Wealth Management
California
$399K -$74.6K -1,471 -16%
KA
557
Kovack Advisors
Florida
$398K -$5.79K -114 -1%
CRWM
558
Castle Rock Wealth Management
California
$389K -$1.76M -34,598 -82%
RFC
559
Regions Financial Corp
Alabama
$382K +$52.2K +1,029 +16%
FIA
560
Foundations Investment Advisors
Arizona
$382K +$382K +7,526 New
RRA
561
Round Rock Advisors
Connecticut
$375K – – –
CB
562
Commerce Bank
Missouri
$373K -$18.5K -365 -5%
APW
563
Aurora Private Wealth
New Jersey
$369K -$8.87K -175 -2%
FHA
564
Flagship Harbor Advisors
Massachusetts
$368K -$166K -3,273 -31%
LCWP
565
Legacy Capital Wealth Partners
Arkansas
$368K +$59.1K +1,166 +19%
ICP
566
Interchange Capital Partners
Pennsylvania
$361K -$331K -6,522 -48%
CCFM
567
Clear Creek Financial Management
Washington
$355K +$355K +7,000 New
FF
568
Fluent Financial
Texas
$354K +$354K +6,968 New
KCM
569
Karp Capital Management
California
$352K -$1.24M -24,451 -78%
WP
570
WealthShield Partners
North Carolina
$348K +$139K +2,746 +67%
OCM
571
Orion Capital Management
California
$346K – – –
QAM
572
Q3 Asset Management
Michigan
$339K -$77.6K -1,532 -19%
SWP
573
Strategic Wealth Partners
Ohio
$339K -$8.38K -165 -2%
WT
574
Whittier Trust
California
$333K -$2.4M -47,293 -88%
HWA
575
HHM Wealth Advisors
Tennessee
$333K -$300K -5,920 -47%
21 22
23
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