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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 %
GI
651
Gradient Investments
Minnesota
$101K -$3.35K -66 -3%
FPB
652
First PREMIER Bank
South Dakota
$100K – – –
TCM
653
TD Capital Management
Tennessee
$97K -$142K -2,788 -59%
MAM
654
Meeder Asset Management
Ohio
$87K – – –
BWL
655
Bogart Wealth LLC
Virginia
$81K -$201K -3,937 -71%
EBA
656
Eagle Bay Advisors
New York
$80K +$80K +1,533 New
SIS
657
Sound Income Strategies
Florida
$71K +$71K +1,395 New
CAGAS
658
Capital Advisory Group Advisory Services
Minnesota
$67K -$16K -314 -19%
SC
659
Steph & Co
Wisconsin
$51K – – –
SSC
660
Syverson Strege & Co
Iowa
$47K -$3.14K -62 -6%
SWA
661
SOA Wealth Advisors
New York
$47K – – –
SFA
662
Semmax Financial Advisors
North Carolina
$45K – – –
CWA
663
Clearview Wealth Advisors
Oregon
$45K – – –
LWCFA
664
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K +$44K +866 New
WTC
665
WhitTier Trust Company
Nevada
$43K -$90.8K -1,785 -68%
PWS
666
Paragon Wealth Strategies
Florida
$41K +$41K +809 New
OC
667
Oakworth Capital
Alabama
$39K – – –
GTAM
668
Global Trust Asset Management
Florida
$39K +$51 +1 +0.1%
TFS
669
TrustCore Financial Services
Tennessee
$35K +$4.31K +86 +14%
RG
670
Retirement Group
California
$30K – – –
PFBT
671
Parkside Financial Bank & Trust
Missouri
$23K – – –
SQA
672
Simon Quick Advisors
New Jersey
$20K – – –
RDWM
673
Red Door Wealth Management
Tennessee
$19K +$19K +389 New
PWA
674
Phoenix Wealth Advisors
North Carolina
$15K – – –
EAM
675
Eukles Asset Management
Ohio
$14K – – –
25 26
27
28 29