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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 %
BWM
651
BerganKDV Wealth Management
Minnesota
$180K – – –
AWM
652
AllSquare Wealth Management
New York
$173K – – –
BIP
653
Blueprint Investment Partners
North Carolina
$158K +$158K +3,119 New
TFS
654
TrustCore Financial Services
Tennessee
$147K +$111K +2,192 +314%
NSIM
655
North Star Investment Management
Illinois
$146K – – –
BAM
656
Barrett Asset Management
New York
$145K +$145K +2,860 New
HNB
657
Huntington National Bank
Ohio
$135K – – –
AWM
658
Atticus Wealth Management
Florida
$126K -$51 -1 -0%
SBL
659
Sargent Bickham Lagudis
Colorado
$113K -$914 -18 -0.8%
WWM
660
Wolff Wiese Magana
California
$108K -$1.26K -25 -1%
Toronto Dominion Bank
661
Toronto Dominion Bank
Ontario, Canada
$107K – – –
MAM
662
Meeder Asset Management
Ohio
$107K +$19.9K +394 +23%
AWM
663
Accel Wealth Management
Iowa
$106K – – –
AWM
664
Avior Wealth Management
Nebraska
$105K +$101 +2 +0.1%
GI
665
Gradient Investments
Minnesota
$100K -$1.12K -22 -1%
FPB
666
First PREMIER Bank
South Dakota
$100K – – –
EBA
667
Eagle Bay Advisors
New York
$90K +$12.1K +238 +16%
LWM
668
Liberty Wealth Management
California
$88K +$88K +1,730 New
BWL
669
Bogart Wealth LLC
Virginia
$83K +$2.63K +52 +3%
SIM
670
Sonora Investment Management
Arizona
$81K +$81K +1,600 New
SIS
671
Sound Income Strategies
Florida
$71K – – –
CAGAS
672
Capital Advisory Group Advisory Services
Minnesota
$67K +$51 +1 +0.1%
BMD
673
Better Money Decisions
New Mexico
$57K +$57K +1,122 New
FGAM
674
Financial Gravity Asset Management
Texas
$51K +$51K +29 New
CFA
675
Cahill Financial Advisors
Minnesota
$50K +$50K +978 New
25 26
27
28 29