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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 %
KNW
576
Kesler Norman & Wride
Utah
$330K -$84.5K -1,662 -20%
CWA
577
Clarity Wealth Advisors
California
$327K -$6.84K -135 -2%
RCA
578
Resonant Capital Advisors
Wisconsin
$322K – – –
SFM
579
Signet Financial Management
New Jersey
$319K -$87.5K -1,725 -22%
DWM
580
Darwin Wealth Management
Florida
$316K -$991K -19,511 -76%
LF
581
Lee Financial
Texas
$316K +$160K +3,152 +103%
ZCM
582
Ziegler Capital Management
Illinois
$315K +$10.2K +200 +3%
CB
583
Cadence Bank
Mississippi
$315K +$76.2K +1,500 +32%
MFGP
584
Marshall Financial Group (Pennsylvania)
Pennsylvania
$313K +$559 +11 +0.2%
SCG
585
Sonata Capital Group
Washington
$312K +$4.82K +95 +2%
TWM
586
Titus Wealth Management
California
$310K – – –
AAIM
587
Asset Advisors Investment Management
Georgia
$304K – – –
BFIM
588
Beese Fulmer Investment Management
Ohio
$304K – – –
AWM
589
Avondale Wealth Management
Texas
$304K – – –
RA
590
Riverstone Advisors
Texas
$302K -$27.5K -541 -8%
RMAM
591
Raab & Moskowitz Asset Management
New Jersey
$301K -$42.3K -835 -12%
Bank of Nova Scotia
592
Bank of Nova Scotia
Ontario, Canada
$301K – – –
KC
593
Kinloch Capital
Virginia
$300K +$300K +5,913 New
HR
594
Hardy Reed
Mississippi
$296K – – –
PCMC
595
Private Capital Management (Colorado)
Colorado
$290K -$256K -5,056 -47%
GT
596
Glenview Trust
Kentucky
$290K – – –
1IA
597
1834 Investment Advisors
Wisconsin
$290K – – –
BWM
598
Birchcreek Wealth Management
Ohio
$289K +$289K +5,688 New
PWM
599
Palumbo Wealth Management
New York
$288K -$177K -3,490 -38%
NWA
600
New World Advisors
Massachusetts
$288K +$288K +5,685 New
22 23
24
25 26