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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
$845M
2
Morgan Stanley
Morgan Stanley
New York
$1.21B
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$131M
4
S
SignatureFD
Georgia
$182M
5
CIAS
Capital Investment Advisory Services
North Carolina
$66.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$359M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$39K
3
UBS Group
UBS Group
Switzerland
$364M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72.8M
5
SLF
Sun Life Financial
Ontario, Canada
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
551
FinTrust Capital Advisors
South Carolina
$480K +$225K +4,430 +88%
BCI
552
Brinker Capital Investments
Pennsylvania
$478K – – –
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$475K +$75.6K +1,490 +19%
MA
554
MJP Associates
Connecticut
$473K +$473K +9,324 New
CF
555
Clarity Financial
Texas
$469K +$251K +4,950 +115%
RC
556
Rovin Capital
Arizona
$465K -$491K -9,684 -51%
MWA
557
Meridian Wealth Advisors
Texas
$465K – – –
WMP
558
Wealth Management Partners
Arizona
$464K -$505K -9,967 -52%
BRA
559
Biechele Royce Advisors
Indiana
$452K -$99.6K -1,965 -18%
RFA
560
Reilly Financial Advisors
California
$451K -$10.1K -200 -2%
CCIA
561
Cherry Creek Investment Advisors
Colorado
$450K +$170K +3,351 +61%
BWM
562
BCGM Wealth Management
Indiana
$442K -$8.5K -168 -2%
BWFA
563
Baltimore-Washington Financial Advisors
Maryland
$442K +$442K +8,730 New
DE
564
Day & Ennis
Georgia
$438K – – –
USCWA
565
U.S. Capital Wealth Advisors
Texas
$427K +$427K +8,413 New
CF
566
Copperwynd Financial
Arizona
$423K -$20.2K -397 -5%
B
567
Bailard
California
$420K +$170K +3,343 +68%
CIBC World Market
568
CIBC World Market
Ontario, Canada
$417K -$3.14K -62 -0.7%
HWA
569
Heartwood Wealth Advisors
Virginia
$411K -$50K -986 -11%
SWMP
570
Signature Wealth Management Partners
New Jersey
$410K -$59.3K -1,169 -13%
BHWA
571
Beacon Harbor Wealth Advisors
Virginia
$409K – – –
OCM
572
Orion Capital Management
California
$403K +$57.1K +1,127 +17%
BG
573
Benedetti & Gucer
Georgia
$401K -$15.1K -297 -4%
WDG
574
Wealth Dimensions Group
Ohio
$400K – – –
PWM
575
Purus Wealth Management
California
$399K +$192K +3,793 +93%
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23
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