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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

471 hedge funds and large institutions have $5.37B invested in JPMorgan Ultra-Short Income ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 217 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+9
Holders Change %
+1.95%
% of All Funds
10.4%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
2.03%
New
78
Increased
154
Reduced
217
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$157M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$402M
3
Betterment LLC
Betterment LLC
New York
$71M
4
SWM
Sanctuary Wealth Management
Idaho
$52.6M
5
Jane Street
Jane Street
New York
$80.3M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$3.8M
2
3AM
3EDGE Asset Management
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$564M
4
UBS Group
UBS Group
Switzerland
$205M
5
S
SignatureFD
Georgia
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
126
Smart Portfolios LLC
Washington
$5.39M -$4.95M -99,644 -48%
RCA
127
Rowland Carmichael Advisors
Arizona
$5.3M +$1.18M +23,850 +29%
SF
128
Synovus Financial
Georgia
$5.3M -$938K -18,867 -15%
MHR
129
Matthew Hamilton Rosenberg
$5.29M +$5.29M +106,575 New
PP
130
Palladium Partners
Virginia
$5.22M +$5.22M +105,100 New
SW
131
SlateStone Wealth
Florida
$5.21M +$991K +19,954 +23%
SPC
132
Sigma Planning Corp
Michigan
$5.17M +$2.62M +52,648 +102%
GC
133
Gratus Capital
Georgia
$5.17M -$664K -13,360 -11%
SIG
134
Sargent Investment Group
Maryland
$5.17M -$34.8K -700 -0.7%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$5.14M +$4.44M +89,509 +633%
ICM
136
IMS Capital Management
Oregon
$5.12M +$265K +5,340 +5%
PFA
137
Paradigm Financial Advisors
Missouri
$5.09M -$142K -2,850 -3%
Citigroup
138
Citigroup
New York
$5.06M -$3.53M -71,064 -41%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$4.97M – – –
BC
140
Bartlett & Co
Ohio
$4.87M +$4.87M +97,942 New
BCWM
141
Bartlett & Co Wealth Management
Ohio
$4.86M -$616K -12,408 -11%
FAIM
142
Financial Advocates Investment Management
Washington
$4.86M -$58.8K -1,183 -1%
WIC
143
Whitegate Investment Counselors
New Hampshire
$4.86M +$2.42M +48,690 +99%
AWA
144
Acorn Wealth Advisors
Michigan
$4.81M -$1.17M -23,583 -20%
SAS
145
Sage Advisory Services
Texas
$4.81M -$1.89M -38,128 -28%
PI
146
Parkside Investments
Illinois
$4.77M -$603K -12,145 -11%
OA
147
Oxbow Advisors
Texas
$4.61M -$25.9K -522 -0.6%
AWS
148
AJ Wealth Strategies
New York
$4.59M +$829K +16,701 +22%
IA
149
IFP Advisors
Florida
$4.57M +$87K +1,769 +2%
CPIG
150
Chicago Partners Investment Group
Illinois
$4.53M +$3.29M +65,558 +264%
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