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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 %
SWA
676
SOA Wealth Advisors
New York
$47K – – –
SSC
677
Syverson Strege & Co
Iowa
$47K +$101 +2 +0.2%
SFA
678
Semmax Financial Advisors
North Carolina
$45K – – –
CWA
679
Clearview Wealth Advisors
Oregon
$45K – – –
GKWIM
680
Gerber Kawasaki Wealth & Investment Management
California
$39K -$48.1M -48,063 -100%
OC
681
Oakworth Capital
Alabama
$39K – – –
SCA
682
Stonebridge Capital Advisors
Minnesota
$31K -$92K -1,835 -75%
RG
683
Retirement Group
California
$30K – – –
GTAM
684
Global Trust Asset Management
Florida
$27K -$12.1K -238 -31%
ACM
685
Antonetti Capital Management
Florida
$20K +$20K +394 New
FCAS
686
First Command Advisory Services
Texas
$17K +$17K +338 New
EAM
687
Eukles Asset Management
Ohio
$14K – – –
AF
688
Advisornet Financial
Minnesota
$13K – – –
SQA
689
Simon Quick Advisors
New Jersey
$12K -$7.84K -158 -40%
PNC Financial Services Group
690
PNC Financial Services Group
Pennsylvania
$10K – – –
HWMA
691
Heritage Wealth Management (Arizona)
Arizona
$5K -$112 -2 -2%
VRM
692
Vectors Research Management
New York
$5K +$5K +96 New
Northern Trust
693
Northern Trust
Illinois
$5K +$5K +10,248 New
PMFA
694
Plante Moran Financial Advisors
Michigan
$3K +$3K +50 New
BlackRock
695
BlackRock
New York
$3K +$2.95K +61 +6,100%
LFG
696
Larson Financial Group
Missouri
$2K – – –
COCM
697
Charter Oak Capital Management
New Hampshire
$1K – – –
TCWA
698
Ten Capital Wealth Advisors
Washington
– -$11.5M -226,992 Closed
JWCA
699
J.W. Cole Advisors
Florida
– -$8.94M -176,153 Closed
RBC
700
Roble Belko & Company
Pennsylvania
– -$7.87M -155,078 Closed
26 27
28
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