JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

178 hedge funds and large institutions have $1.53B invested in JPMorgan Ultra-Short Income ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+58
Holders Change %
+48.33%
% of All Funds
4.08%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.53%
New
73
Increased
81
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$151M
2
Morgan Stanley
2
Morgan Stanley
New York
$156M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$64.9M
4
S
4
SignatureFD
Georgia
$62.9M
5
UBS Group
5
UBS Group
Switzerland
$44.2M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$155M
2
SGAM
2
Steinberg Global Asset Management
Florida
$1.46M
3
VF
3
Virtu Financial
New York
$0
4
CWM
4
Cornerstone Wealth Management
Missouri
$0
5
AFP
5
Ausdal Financial Partners
Iowa
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$533K +$167K +3,331 +46%
BFG
127
Bouchey Financial Group
New York
$521K +$521K +10,395 New
HFS
128
HL Financial Services
Kentucky
$514K +$514K +10,245 New
GTAM
129
Global Trust Asset Management
Florida
$497K +$169K +3,364 +51%
IWC
130
Integrated Wealth Concepts
Massachusetts
$472K +$472K +9,400 New
CFA
131
Carroll Financial Associates
North Carolina
$446K +$293K +5,846 +191%
BBA
132
BLB&B Advisors
Pennsylvania
$435K +$435K +8,665 New
TB
133
Terril Brothers
Missouri
$406K +$406K +8,100 New
SCA
134
Snowden Capital Advisors
New York
$393K – – –
NA
135
NewEdge Advisors
Louisiana
$382K +$382K +7,609 New
WC
136
Weil Company
California
$376K -$126K -2,510 -25%
SSWM
137
Sheets Smith Wealth Management
North Carolina
$366K +$366K +7,300 New
EWM
138
Edge Wealth Management
New York
$364K +$321K +6,400 +751%
MCM
139
Monument Capital Management
Virginia
$338K +$338K +6,739 New
M&T Bank
140
M&T Bank
New York
$318K +$105K +2,087 +49%
VWA
141
V Wealth Advisors
Kansas
$310K +$310K +6,185 New
BRA
142
Biechele Royce Advisors
Indiana
$309K -$46.1K -920 -13%
CAN
143
Cetera Advisor Networks
California
$305K +$305K +6,076 New
VFPI
144
Vantage Financial Partners (Illinois)
Illinois
$301K +$301K +6,000 New
IFAM
145
Institutional & Family Asset Management
Colorado
$278K +$278K +5,551 New
CAM
146
Concorde Asset Management
Michigan
$272K -$3.41K -68 -1%
NFG
147
Next Financial Group
Texas
$263K +$263K +5,241 New
NWP
148
Northstar Wealth Partners
Connecticut
$261K +$261K +5,205 New
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K – – –
NA
150
Nottingham Advisors
New York
$258K +$258K +5,138 New
4 5
6
7 8