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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.76%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.15%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$48.5M
2
SW
2
SVB Wealth
Massachusetts
$283M
3
FM
3
Foster & Motley
Ohio
$48.8M
4
DWM
4
Destination Wealth Management
California
$35.9M
5
PWAC
5
Private Wealth Advisors (California)
California
$30.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.8M
2
SMM
2
Stadion Money Management
Georgia
$0
3
DF
3
Donoghue Forlines
Massachusetts
$6M
4
HB
4
Homrich & Berg
Georgia
$189M
5
IDA
5
Intelligence Driven Advisers
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
576
Rehmann Capital Advisory Group
Michigan
$250K 4,932 +4,932 New
DFA
577
DHJJ Financial Advisors
Illinois
$250K 4,925 +4,925 New
SMC
578
Smith, Moore & Co
Missouri
$248K 4,874 +1 +0%
MWM
579
MinichMacGregor Wealth Management
New York
$244K 4,819 +287 +6%
PCM
580
Pennsylvania Capital Management
Pennsylvania
$239K 4,715 -41,039 -90%
BJL
581
Brighton Jones LLC
Washington
$237K 4,661 -1,429 -23%
TLFA
582
True Link Financial Advisors
California
$236K 4,650 +4,650 New
C
583
Certuity
Florida
$232K 4,575 +4,575 New
SAM
584
Summit Asset Management
Tennessee
$228K 4,480 – –
IIA
585
IPG Investment Advisors
California
$224K 4,415 -5,260 -54%
BRWM
586
B. Riley Wealth Management
Tennessee
$224K 4,403 -11,173 -72%
Northwestern Mutual Wealth Management
587
Northwestern Mutual Wealth Management
Wisconsin
$223K 4,388 +2,425 +124%
FFG
588
Ford Financial Group
California
$221K 4,352 +11 +0.3%
PWM
589
Purus Wealth Management
California
$216K 4,250 +4,250 New
WP
590
WealthShield Partners
North Carolina
$214K 4,211 +4,211 New
RMAM
591
Raab & Moskowitz Asset Management
New Jersey
$214K 4,220 +4,220 New
SCG
592
Sonata Capital Group
Washington
$211K 4,145 +4,145 New
PG
593
Patten Group
Tennessee
$209K 4,123 +100 +2%
GLA
594
Good Life Advisors
Pennsylvania
$208K 4,126 +1 +0%
SG
595
StoneX Group
New York
$207K 4,072 -1,420 -26%
FCA
596
FinTrust Capital Advisors
South Carolina
$203K 3,989 +739 +23%
MA
597
Mezzasalma Advisors
New Jersey
$203K 4,000 +4,000 New
SBL
598
Sargent Bickham Lagudis
Colorado
$200K 3,936 – –
AWM
599
AllSquare Wealth Management
New York
$199K 3,915 -2,989 -43%
TIAM2
600
Tru Independence Asset Management 2
Oregon
$197K 3,878 +3,878 New
22 23
24
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