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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.18%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$473M
2
S
SignatureFD
Georgia
$191M
3
UBS Group
UBS Group
Switzerland
$186M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$140M
5
Wells Fargo
Wells Fargo
California
$142M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$10.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
WCM
Weatherstone Capital Management
Colorado
$5.58M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$13.7M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Affiance Financial
Minnesota
$4.72M -$1.01M -20,178 -18%
FAIM
127
Financial Advocates Investment Management
Washington
$4.69M +$2.54M +50,509 +118%
ACM
128
Avalon Capital Management
California
$4.55M +$1.07M +21,210 +31%
LA
129
LexAurum Advisors
Kansas
$4.53M +$1.06M +21,003 +30%
BBA
130
Braun-Bostich & Associates
Pennsylvania
$4.48M +$2.82M +56,123 +171%
AIP
131
Almanack Investment Partners
Pennsylvania
$4.32M +$4.32M +85,662 New
SFG
132
StrategIQ Financial Group
Indiana
$4.29M +$4.29M +85,331 New
WPSG
133
Wealth & Pension Services Group
Georgia
$4.2M +$3.09M +61,505 +280%
AGA
134
Accuvest Global Advisors
Utah
$3.99M +$3.18M +63,250 +393%
BCP
135
Blue Chip Partners
Michigan
$3.89M +$1.74M +34,605 +81%
PFS
136
Prospera Financial Services
Texas
$3.85M +$1.28M +25,389 +50%
MML Investors Services
137
MML Investors Services
Massachusetts
$3.74M -$14.5M -288,179 -79%
Citigroup
138
Citigroup
New York
$3.71M +$3.57M +71,015 +2,536%
ICM
139
IMS Capital Management
Oregon
$3.66M +$1.9M +37,692 +108%
SIAS
140
Shine Investment Advisory Services
Colorado
$3.6M -$2.9M -57,619 -45%
SPIA
141
Steward Partners Investment Advisory
New York
$3.57M -$719K -14,294 -17%
WI
142
Wintrust Investments
Illinois
$3.46M +$97K +1,928 +3%
CCA
143
Cobblestone Capital Advisors
New York
$3.42M +$2.96M +58,774 +637%
UCFA
144
United Capital Financial Advisors
Texas
$3.32M +$1.59M +31,614 +92%
AC
145
Avestar Capital
New York
$3.23M -$690K -13,883 -18%
LNC
146
Lincoln National Corp
Pennsylvania
$3.22M +$3.22M +64,099 New
Baird Financial Group
147
Baird Financial Group
Wisconsin
$3.19M +$567K +11,280 +22%
BRWM
148
B. Riley Wealth Management
Tennessee
$3.19M +$687K +13,655 +27%
WA
149
Winfield Associates
Ohio
$3.18M +$220K +4,380 +7%
TC
150
TownSquare Capital
Utah
$3.06M +$2.52M +50,043 +467%
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