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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 %
AWM
601
Avondale Wealth Management
Texas
$304K – – –
BFIM
602
Beese Fulmer Investment Management
Ohio
$304K – – –
AAIM
603
Asset Advisors Investment Management
Georgia
$304K – – –
RA
604
Riverstone Advisors
Texas
$302K – – –
KC
605
Kinloch Capital
Virginia
$300K +$456 +9 +0.2%
BCA
606
Bay Colony Advisors
Massachusetts
$297K -$193K -3,796 -39%
OFG
607
Oxford Financial Group
Indiana
$297K +$297K +5,863 New
NFSG
608
Newbridge Financial Services Group
Florida
$296K +$296K +5,830 New
CWM
609
Curi Wealth Management
North Carolina
$294K +$78.3K +1,545 +36%
CA
610
Calton & Associates
Florida
$293K -$391K -7,738 -57%
GT
611
Glenview Trust
Kentucky
$290K – – –
CCFM
612
Clear Creek Financial Management
Washington
$289K -$65.9K -1,300 -19%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$288K +$33.6K +663 +13%
1IA
614
1834 Investment Advisors
Wisconsin
$282K -$7.66K -151 -3%
CFO
615
Collective Family Office
Pennsylvania
$281K -$5.53K -109 -2%
CWA
616
Canvas Wealth Advisors
Kansas
$279K – – –
DWM
617
Darwin Wealth Management
Florida
$278K -$37.6K -742 -12%
SW
618
SteelPeak Wealth
California
$278K +$278K +5,486 New
FHB
619
First Hawaiian Bank
Hawaii
$276K – – –
MAG
620
Mayfair Advisory Group
Alabama
$275K – – –
WWM
621
Windsor Wealth Management
Indiana
$271K +$456 +9 +0.2%
ZCM
622
Ziegler Capital Management
Illinois
$264K -$50.8K -1,000 -16%
SFM
623
Signet Financial Management
New Jersey
$258K -$60.8K -1,199 -19%
NB
624
Northwest Bancshares
Pennsylvania
$254K – – –
FPCP
625
Fort Point Capital Partners
California
$254K +$254K +5,015 New
23 24
25
26 27