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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 Holding Trade Value Shares
Change 		Shares
Change %
WOC
101
West Oak Capital
California
$17.9M +$1.71M +33,691 +11%
JWBC
102
John W. Brooker & Co
California
$17.4M +$989K +19,560 +6%
PIA
103
Pinion Investment Advisors
Kansas
$17.3M +$289K +5,704 +2%
SWP
104
Summit Wealth Partners
Florida
$17.1M +$436K +8,587 +3%
TNB
105
Thomasville National Bank
Georgia
$17.1M -$1.09M -21,557 -6%
RCA
106
Reitz Capital Advisors
Michigan
$17M +$5.06M +99,813 +42%
CCA
107
Cobblestone Capital Advisors
New York
$16.7M +$1.16M +22,822 +7%
RWA
108
Roberts Wealth Advisors
California
$16.6M +$16.6M +327,301 New
CL
109
CPWM LLC
Washington
$16.6M +$3.97M +78,333 +32%
BB
110
Berkshire Bank
Massachusetts
$16.4M +$367K +7,234 +2%
SFS
111
Sowell Financial Services
Arkansas
$16.1M +$1.84M +36,202 +13%
HighTower Advisors
112
HighTower Advisors
Illinois
$16.1M +$2.07M +40,751 +15%
TYCC
113
Texas Yale Capital Corp
Florida
$16M +$803K +15,831 +5%
RW
114
RVW Wealth
California
$16M +$2.13M +42,447 +15%
MW
115
Marks Wealth
Maryland
$15.9M +$583K +11,495 +4%
CW
116
CreativeOne Wealth
Kansas
$15.6M -$6.56M -128,818 -30%
FWM
117
Frontier Wealth Management
Missouri
$15.5M -$3.47M -68,364 -18%
SAS
118
Sage Advisory Services
Texas
$15.5M +$3.59M +70,836 +30%
KCM
119
Kathmere Capital Management
Pennsylvania
$15.5M -$74.7K -1,473 -0.5%
OIA
120
OneDigital Investment Advisors
Kansas
$15.3M -$1.05M -20,782 -6%
UB
121
UMB Bank
Missouri
$15.2M -$4.15M -81,815 -21%
DSAM
122
Dock Street Asset Management
Florida
$15.1M +$586K +11,549 +4%
BPWM
123
Badgley Phelps Wealth Managers
Washington
$14.7M +$14.7M +290,726 New
AIA
124
Arbor Investment Advisors
North Carolina
$14.6M +$7.19M +141,713 +97%
GGS
125
Galvin Gaustad & Stein
Arizona
$14.3M +$99K +1,951 +0.7%
3 4
5
6 7