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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.12%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.92%
New
117
Increased
196
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
$153M
2
JFA
Johanson Financial Advisors
California
$71M
3
UBS Group
UBS Group
Switzerland
$303M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$329M
5
Wells Fargo
Wells Fargo
California
$344M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$2.96M
2
QA
Quantitative Advantage
Minnesota
$20.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.41M
5
MIM
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
126
Lido Advisors
California
$6.94M +$128K +2,535 +2%
NCM
127
Nelson Capital Management
California
$6.88M +$6.88M +136,504 New
SAS
128
Sage Advisory Services
Texas
$6.8M -$298K -5,910 -4%
IA
129
IFG Advisory
Georgia
$6.6M +$65.5K +1,298 +1%
NCM
130
Northwest Capital Management
Oregon
$6.48M -$1.36M -26,987 -17%
EWA
131
EP Wealth Advisors
California
$6.39M +$5.09M +100,851 +391%
SF
132
Synovus Financial
Georgia
$6.32M +$2.8M +55,542 +79%
MRCM
133
M&R Capital Management
New Jersey
$6.23M -$30.3K -600 -0.5%
DWM
134
Dakota Wealth Management
Florida
$6.22M +$379K +7,511 +6%
OIA
135
OneDigital Investment Advisors
Kansas
$6.15M +$127K +2,516 +2%
AWA
136
Acorn Wealth Advisors
Michigan
$6.08M -$230K -4,556 -4%
MWM
137
Maltin Wealth Management
New Jersey
$6.04M +$6.04M +119,748 New
GC
138
Gratus Capital
Georgia
$5.93M -$955K -18,944 -14%
GM
139
GeoWealth Management
Illinois
$5.81M +$5.81M +115,275 New
ATPW
140
Ashton Thomas Private Wealth
Arizona
$5.69M +$5.69M +112,783 New
BCWM
141
Bartlett & Co Wealth Management
Ohio
$5.58M +$2.03M +40,245 +57%
BWP
142
BSW Wealth Partners
Colorado
$5.51M -$530K -10,508 -9%
PWS
143
Paragon Wealth Strategies
Florida
$5.48M +$318K +6,303 +6%
PI
144
Parkside Investments
Illinois
$5.45M +$1.34M +26,475 +32%
CG
145
Colony Group
Massachusetts
$5.42M +$5.42M +107,520 New
SCP
146
Sandhill Capital Partners
New York
$5.34M +$342K +6,785 +7%
WAM
147
Weatherly Asset Management
California
$5.33M +$2.87M +56,985 +117%
PFA
148
Paradigm Financial Advisors
Missouri
$5.32M -$103K -2,037 -2%
SIG
149
Sargent Investment Group
Maryland
$5.28M +$325K +6,450 +7%
RPSA
150
Richard P. Slaughter Associates
Texas
$5.26M +$5.26M +104,363 New
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