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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.

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
1
Fidelity Investments
Massachusetts
$845M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.21B
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$131M
4
S
4
SignatureFD
Georgia
$182M
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$66.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$359M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$39K
3
UBS Group
3
UBS Group
Switzerland
$364M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$72.8M
5
SLF
5
Sun Life Financial
Ontario, Canada
$140M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$34.1M 671,671 +76,552 +13%
AA
52
Acorns Advisers
California
$33.4M 658,497 +22,995 +4%
AP
53
Appleton Partners
Massachusetts
$33.2M 653,871 +50,886 +8%
SSWM
54
Smith Salley Wealth Management
North Carolina
$32.9M 648,521 +67,282 +12%
6M
55
6 Meridian
Kansas
$32.8M 646,704 +4,701 +0.7%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.7M 644,437 -38,124 -6%
FFWA
57
FRG Family Wealth Advisors
Washington
$32.1M 632,613 -26,628 -4%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$31.5M 621,834 -36,923 -6%
CAN
59
Cetera Advisor Networks
California
$31.3M 616,379 +148,217 +32%
NAM
60
NorthCoast Asset Management
Connecticut
$31.2M 615,162 -91,545 -13%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$30.3M 597,458 +93,296 +19%
VNA
62
Valley National Advisers
Pennsylvania
$29.8M 586,783 -10,677 -2%
SIA
63
Soltis Investment Advisors
Utah
$29.6M 584,444 +584,444 New
CA
64
Cetera Advisors
Colorado
$28.7M 566,550 -17,265 -3%
SF
65
Synovus Financial
Georgia
$27.8M 548,142 -9,955 -2%
CA
66
Cornerstone Advisory
Maryland
$27.7M 546,413 +29,674 +6%
5L
67
55I LLC
Massachusetts
$27.5M 543,047 -25,437 -4%
MC
68
McMorgan & Co
California
$26.7M 525,602 -133,314 -20%
FCIM
69
Fairview Capital Investment Management
California
$26.6M 524,575 -110,091 -17%
DAS
70
Dynamic Advisor Solutions
Arizona
$26.1M 514,562 +47,318 +10%
OCM
71
One Capital Management
California
$25.8M 508,144 +35,710 +8%
WSFS
72
Wilmington Savings Fund Society
Delaware
$25.1M 495,644 -11,197 -2%
MSA
73
Mason Street Advisors
Wisconsin
$25M 493,250 – –
EK
74
Evensky & Katz
Florida
$24.4M 481,705 +98,902 +26%
ACP
75
Arcus Capital Partners
Georgia
$24M 473,820 +210,471 +80%
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