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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.76%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.15%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$48.5M
2
SW
2
SVB Wealth
Massachusetts
$283M
3
FM
3
Foster & Motley
Ohio
$48.8M
4
DWM
4
Destination Wealth Management
California
$35.9M
5
PWAC
5
Private Wealth Advisors (California)
California
$30.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.8M
2
SMM
2
Stadion Money Management
Georgia
$0
3
DF
3
Donoghue Forlines
Massachusetts
$6M
4
HB
4
Homrich & Berg
Georgia
$189M
5
IDA
5
Intelligence Driven Advisers
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
126
Bristlecone Advisors
Washington
$11.2M 220,287 -6,311 -3%
MA
127
Montag & Associates
Georgia
$11.1M 217,585 +217,585 New
MSA
128
Mason Street Advisors
Wisconsin
$11M 216,600 +216,600 New
LNC
129
Lincoln National Corp
Pennsylvania
$10.9M 215,341 -18,322 -8%
WSTAM
130
Wilbanks Smith & Thomas Asset Management
Virginia
$10.7M 210,195 -39,735 -16%
CFGF
131
Compass Financial Group (Florida)
Florida
$10.6M 209,279 +5,866 +3%
HighTower Advisors
132
HighTower Advisors
Illinois
$10.6M 208,041 -7,078 -3%
FF
133
FourThought Financial
Florida
$10.3M 203,584 +203,584 New
WIC
134
Whitegate Investment Counselors
New Hampshire
$10.3M 203,308 +21,395 +12%
GC
135
Gratus Capital
Georgia
$10.3M 203,205 -23,131 -10%
CPIG
136
Chicago Partners Investment Group
Illinois
$9.98M 196,455 +23,720 +14%
FNT
137
First National Trust
Pennsylvania
$9.7M 190,928 +5,988 +3%
AIP
138
Almanack Investment Partners
Pennsylvania
$9.62M 189,208 +6,164 +3%
MWM
139
Mission Wealth Management
California
$9.61M 189,152 -55,172 -23%
TCWA
140
Ten Capital Wealth Advisors
Washington
$9.57M 188,488 -1,896 -1%
GWS
141
Glassman Wealth Services
Virginia
$9.57M 188,370 – –
SW
142
StrongBox Wealth
Missouri
$9.28M 182,746 +7,954 +5%
SF
143
Synovus Financial
Georgia
$9.24M 181,910 +12,615 +7%
MHR
144
Matthew Hamilton Rosenberg
$8.99M 177,013 +30,780 +21%
EWA
145
Encompass Wealth Advisors
Oregon
$8.98M 176,830 +176,830 New
LWA
146
Lowe Wealth Advisors
Maryland
$8.94M 176,092 +7,614 +5%
HIM
147
Harbour Investment Management
Washington
$8.83M 173,877 +3,043 +2%
MML Investors Services
148
MML Investors Services
Massachusetts
$8.8M 173,277 -219,034 -56%
NCM
149
Northwest Capital Management
Oregon
$8.76M 172,365 +7,873 +5%
NCM
150
Noesis Capital Mangement
Florida
$8.7M 171,368 -19,833 -10%
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