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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 %
SCM
576
Sterneck Capital Management
Missouri
$398K -$41.8K -825 -10%
CB
577
Commerce Bank
Missouri
$398K +$25.3K +500 +7%
WDC
578
Woodward Diversified Capital
California
$396K +$396K +7,810 New
CRWM
579
Castle Rock Wealth Management
California
$388K +$152 +3 +0%
TWP
580
Tower Wealth Partners
Pennsylvania
$382K +$382K +7,525 New
RMAM
581
Raab & Moskowitz Asset Management
New Jersey
$378K +$76.6K +1,508 +25%
IWA
582
IBEX Wealth Advisors
New Jersey
$377K -$334K -6,588 -47%
LCWP
583
Legacy Capital Wealth Partners
Arkansas
$376K +$7.51K +148 +2%
FHA
584
Flagship Harbor Advisors
Massachusetts
$368K – – –
SCG
585
Sonata Capital Group
Washington
$354K +$41.9K +825 +13%
BI
586
Bramshill Investments
Florida
$354K +$354K +6,973 New
AFM
587
Andesa Financial Management
Pennsylvania
$350K -$350K -6,890 -50%
EWM
588
EPG Wealth Management
Georgia
$350K +$76.3K +1,504 +28%
SLWA
589
San Luis Wealth Advisors
California
$341K +$341K +6,726 New
AWA
590
Arkadios Wealth Advisors
Georgia
$336K +$333K +6,579 +13,158%
APW
591
Aurora Private Wealth
New Jersey
$329K -$39.7K -783 -11%
QAM
592
Q3 Asset Management
Michigan
$328K -$10.7K -212 -3%
CWA
593
Clarity Wealth Advisors
California
$327K – – –
RFC
594
Regions Financial Corp
Alabama
$318K -$63.5K -1,254 -17%
LF
595
Lee Financial
Texas
$316K – – –
CCA
596
Childress Capital Advisors
Texas
$309K -$132K -2,600 -30%
BWM
597
Birchcreek Wealth Management
Ohio
$308K +$19.9K +393 +7%
KCM
598
Karp Capital Management
California
$306K -$45.3K -893 -13%
RPGK
599
Retirement Planning Group (Kansas)
Kansas
$305K -$120K -2,364 -28%
ACM
600
AlphaStar Capital Management
North Carolina
$305K +$305K +6,024 New
22 23
24
25 26