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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
12.03%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.08%
New
77
Increased
310
Reduced
253
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$311M
2
FP
Financial Perspectives
Minnesota
$106M
3
SLF
Sun Life Financial
Ontario, Canada
$99.1M
4
SW
SVB Wealth
Massachusetts
$378M
5
Morgan Stanley
Morgan Stanley
New York
$934M

Top Sellers

1
AF
Allworth Financial
California
$44M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.58M
3
Wells Fargo
Wells Fargo
California
$296M
4
FFG
Frisch Financial Group
New York
$9.86M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
126
Horan Capital Advisors
Ohio
$11.9M +$176K +3,472 +2%
BPB
127
Badgley, Phelps & Bell
Washington
$11.9M +$11.9M +233,940 New
SAS
128
Sage Advisory Services
Texas
$11.9M -$1.82M -35,817 -13%
EWA
129
Encompass Wealth Advisors
Oregon
$11.8M +$2.88M +56,800 +32%
FWP
130
FAS Wealth Partners
Kansas
$11.7M -$948K -18,684 -7%
PA
131
Prism Advisors
California
$11.6M +$11.3M +222,177 +4,077%
BPA
132
Beacon Pointe Advisors
California
$11.5M -$5.61M -110,570 -33%
LA
133
LexAurum Advisors
Kansas
$11.5M -$53.4K -1,053 -0.5%
FF
134
FourThought Financial
Florida
$11.4M +$1.09M +21,531 +11%
NCM
135
Novare Capital Management
North Carolina
$11.4M -$13.3K -262 -0.1%
GI
136
Glovista Investments
New Jersey
$11.3M +$6.84M +134,863 +152%
CPIG
137
Chicago Partners Investment Group
Illinois
$11.3M +$1.34M +26,390 +13%
LNC
138
Lincoln National Corp
Pennsylvania
$11.2M +$266K +5,246 +2%
SW
139
SkyOak Wealth
Michigan
$11.2M -$941K -18,541 -8%
TCWA
140
Ten Capital Wealth Advisors
Washington
$11.1M +$1.58M +31,180 +17%
IDA
141
Intelligence Driven Advisers
California
$10.8M +$5.52M +108,718 +104%
TC
142
Trilogy Capital
California
$10.8M +$10.8M +212,944 New
CI
143
CX Institutional
Indiana
$10.7M +$7.52M +148,226 +240%
AFS
144
Access Financial Services
Minnesota
$10.6M -$4.08M -80,348 -28%
Millennium Management
145
Millennium Management
New York
$10.4M +$6.37M +125,410 +158%
IIC
146
Ironwood Investment Counsel
Arizona
$10.4M -$1.36M -26,787 -12%
22CM
147
20/20 Capital Management
California
$10.4M -$1.44M -28,278 -12%
HighTower Advisors
148
HighTower Advisors
Illinois
$10.2M -$335K -6,599 -3%
FM
149
Family Management
New York
$10.2M +$3.01M +59,284 +42%
WIC
150
Whitegate Investment Counselors
New Hampshire
$10M -$286K -5,635 -3%
4 5
6
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