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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 %
PCWA
626
Pacific Capital Wealth Advisors
California
$226K +$226K +4,455 New
TIM
627
Total Investment Management
Arizona
$220K -$2.63M -51,812 -92%
CF
628
Clarity Financial
Texas
$218K +$218K +4,300 New
CWM
629
Curi Wealth Management
North Carolina
$216K +$216K +4,259 New
SMC
630
Smith, Moore & Co
Missouri
$215K -$11.9K -234 -5%
PG
631
Patten Group
Tennessee
$214K +$5.07K +100 +2%
PWM
632
PRW Wealth Management
Massachusetts
$214K +$214K +4,223 New
BFG
633
Berger Financial Group
Minnesota
$211K -$48.6K -956 -19%
SG
634
StoneX Group
New York
$209K +$2.03K +40 +1%
IGGA
635
Iron Gate Global Advisors
Utah
$209K +$209K +4,128 New
PWM
636
Purus Wealth Management
California
$207K +$51 +1 +0%
VWA
637
Visionary Wealth Advisors
Illinois
$205K -$430K -8,464 -68%
MA
638
Mezzasalma Advisors
New Jersey
$203K – – –
FRA
639
Front Row Advisors
California
$203K +$203K +4,000 New
BWM
640
BerganKDV Wealth Management
Minnesota
$180K – – –
AWM
641
AllSquare Wealth Management
New York
$173K -$12.7K -250 -7%
CTC
642
Central Trust Company
Missouri
$156K +$156K +3,068 New
NSIM
643
North Star Investment Management
Illinois
$146K – – –
AWM
644
Atticus Wealth Management
Florida
$126K -$10.6K -210 -8%
SCA
645
Stonebridge Capital Advisors
Minnesota
$124K +$31.3K +620 +34%
SBL
646
Sargent Bickham Lagudis
Colorado
$114K -$2.7M -53,115 -96%
WWM
647
Wolff Wiese Magana
California
$110K -$40.2K -790 -27%
Toronto Dominion Bank
648
Toronto Dominion Bank
Ontario, Canada
$107K – – –
AWM
649
Accel Wealth Management
Iowa
$106K -$3.54K -70 -3%
AWM
650
Avior Wealth Management
Nebraska
$105K -$17.3K -343 -14%
24 25
26
27 28