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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

374 hedge funds and large institutions have $5.01B invested in JPMorgan Ultra-Short Income ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 205 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+14
Holders Change %
+3.89%
% of All Funds
8.21%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.52%
New
38
Increased
205
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
2
Morgan Stanley
Morgan Stanley
New York
+$112M
3
3AM
3EDGE Asset Management
Florida
+$57.3M
4
UBS Group
UBS Group
Switzerland
+$47.3M
5
RJA
Raymond James & Associates
Florida
+$31.1M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
-$40.8M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$19M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.1M
4
PWAG
Polaris Wealth Advisory Group
California
-$14.4M
5
IWS
Insight Wealth Strategies
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
126
Jackson Wealth Management
Florida
$4.98M -$5.28M -104,576 -51%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$4.97M – – –
SIG
128
Sargent Investment Group
Maryland
$4.95M -$213K -4,220 -4%
CFG
129
Citizens Financial Group
Rhode Island
$4.91M -$462K -9,166 -9%
TIM
130
Total Investment Management
Arizona
$4.86M +$303K +6,006 +7%
FAIM
131
Financial Advocates Investment Management
Washington
$4.83M -$1.14M -22,562 -19%
GSWM
132
Golden State Wealth Management
California
$4.79M +$4.75M +94,254 +11,593%
RCA
133
Rowland Carmichael Advisors
Arizona
$4.55M -$2.33M -46,196 -34%
IA
134
IFP Advisors
Florida
$4.54M +$4.54M +89,849 New
PFS
135
Prospera Financial Services
Texas
$4.48M +$341K +6,762 +8%
BL
136
BFSG LLC
California
$4.46M -$163K -3,237 -4%
AF
137
Affiance Financial
Minnesota
$4.44M -$365K -7,230 -8%
BCM
138
Brookstone Capital Management
Illinois
$4.38M -$1.36M -26,913 -24%
BRWM
139
B. Riley Wealth Management
Tennessee
$4.35M +$784K +15,555 +22%
TA
140
TCG Advisors
Texas
$4.27M -$67K -1,329 -2%
AWS
141
AJ Wealth Strategies
New York
$4.25M -$40.8M -808,771 -91%
ICM
142
IMS Capital Management
Oregon
$4.19M +$301K +5,971 +8%
PI
143
Parkside Investments
Illinois
$4.12M -$2.52M -50,050 -38%
LWAC
144
Laurel Wealth Advisors (California)
California
$4.08M -$4.88M -96,800 -55%
AI
145
Atria Investments
North Carolina
$4.03M +$124K +2,456 +3%
HIC
146
Holderness Investments Company
North Carolina
$4.03M +$277K +5,500 +7%
FAAS
147
First Allied Advisory Services
California
$3.98M -$1.62M -32,136 -29%
UCFA
148
United Capital Financial Advisors
Texas
$3.83M -$235K -4,662 -6%
FM
149
Family Management
New York
$3.59M +$3.59M +71,263 New
CF
150
Centaurus Financial
California
$3.58M +$1.58M +31,261 +79%
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