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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 %
JFGIW
626
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K – – –
DFA
627
DHJJ Financial Advisors
Illinois
$251K -$3.7K -73 -1%
PGA
628
Portland Global Advisors
Maine
$250K – – –
CBFP
629
Cedar Brook Financial Partners
Ohio
$247K -$223K -4,391 -47%
VAS
630
Vestmark Advisory Solutions
Massachusetts
$245K +$245K +4,826 New
PCMC
631
Private Capital Management (Colorado)
Colorado
$244K -$46.1K -910 -16%
QPWM
632
Quadrant Private Wealth Management
Pennsylvania
$236K +$236K +4,659 New
C
633
Certuity
Florida
$232K +$51 +1 +0%
OFS
634
OneAscent Financial Services
Alabama
$231K +$231K +4,553 New
TWM
635
Titus Wealth Management
California
$228K -$81.1K -1,600 -26%
SAM
636
Summit Asset Management
Tennessee
$227K – – –
OWM
637
OneAscent Wealth Management
Alabama
$226K +$226K +4,455 New
NB
638
NBT Bank
New York
$225K -$26.9K -530 -11%
PFS
639
Prospera Financial Services
Texas
$221K -$194K -3,817 -47%
GAM
640
Gemmer Asset Management
California
$220K -$51.3K -1,011 -19%
TIM
641
Total Investment Management
Arizona
$220K +$101 +2 +0%
PG
642
Patten Group
Tennessee
$214K – – –
FIA
643
Foundations Investment Advisors
Arizona
$209K -$172K -3,396 -45%
HCM
644
Hall Capital Management
Rhode Island
$207K -$50.7K -1,000 -20%
FRA
645
Front Row Advisors
California
$203K – – –
MA
646
Mezzasalma Advisors
New Jersey
$203K – – –
SAM
647
Silvercrest Asset Management
New York
$203K +$203K +4,000 New
PWM
648
Palumbo Wealth Management
New York
$200K -$88.9K -1,750 -31%
GHAM
649
Gilman Hill Asset Management
Connecticut
$200K +$200K +3,950 New
DTIM
650
Danda Trouve Investment Management
Kansas
$183K +$183K +3,614 New
24 25
26
27 28