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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.

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 %
SWP
101
Summit Wealth Partners
Florida
$16.7M +$622K +12,253 +4%
JWBC
102
John W. Brooker & Co
California
$16.4M +$952K +18,817 +6%
OIA
103
OneDigital Investment Advisors
Kansas
$16.4M -$2.38M -46,994 -13%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$16.2M +$702K +13,847 +5%
WOC
105
West Oak Capital
California
$16.2M +$325K +6,397 +2%
BB
106
Berkshire Bank
Massachusetts
$16.1M -$6.18M -121,733 -28%
EWA
107
EP Wealth Advisors
California
$16.1M -$2.19M -43,199 -12%
WB
108
Webster Bank
Connecticut
$15.7M -$2.2M -43,301 -12%
KCM
109
Kathmere Capital Management
Pennsylvania
$15.6M -$631K -12,445 -4%
CCA
110
Cobblestone Capital Advisors
New York
$15.5M +$1.54M +30,393 +11%
MW
111
Marks Wealth
Maryland
$15.4M +$3.07M +60,487 +25%
FM
112
Family Management
New York
$15.3M +$5.1M +100,418 +50%
TYCC
113
Texas Yale Capital Corp
Florida
$15.2M +$479K +9,440 +3%
GC
114
Gratus Capital
Georgia
$15.1M +$5.96M +117,523 +65%
SFG
115
StrategIQ Financial Group
Indiana
$14.8M -$729K -14,371 -5%
DSAM
116
Dock Street Asset Management
Florida
$14.5M +$135K +2,669 +0.9%
SFS
117
Sowell Financial Services
Arkansas
$14.3M -$2.11M -41,618 -13%
GGS
118
Galvin Gaustad & Stein
Arizona
$14.2M +$472K +9,302 +3%
HighTower Advisors
119
HighTower Advisors
Illinois
$14M +$3.81M +75,008 +37%
RW
120
RVW Wealth
California
$14M +$145K +2,870 +1%
MA
121
Montag & Associates
Georgia
$13.7M -$1.03M -20,301 -7%
AIA
122
Angeles Investment Advisors
California
$13.6M +$10.1M +198,740 +283%
PAG
123
Private Advisor Group
New Jersey
$13.4M -$830K -16,349 -6%
ACP
124
Arcus Capital Partners
Georgia
$13.4M -$860K -16,958 -6%
PI
125
Pachira Investments
California
$13.3M +$3.87M +76,284 +41%
3 4
5
6 7