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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.05%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.99%
New
59
Increased
303
Reduced
276
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$108M
4
SLF
Sun Life Financial
Ontario, Canada
$166M
5
SEI Investments
SEI Investments
Pennsylvania
$62.9M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$5.26M
2
SWM
Spire Wealth Management
Virginia
$3.05M
3
AIC
Ameritas Investment Company
Nebraska
$10.1M
4
GWM
Geneos Wealth Management
Colorado
$10.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
126
Gradient Capital Advisors
California
$13.2M +$95K +1,872 +0.7%
Truist Financial
127
Truist Financial
North Carolina
$13.1M -$1.66M -32,790 -11%
SC
128
Scotia Capital
Ontario, Canada
$13.1M +$3.86M +76,061 +42%
SW
129
SkyOak Wealth
Michigan
$13M +$1.85M +36,552 +17%
PSIWM
130
Paradigm Strategies in Wealth Management
Minnesota
$12.7M -$569K -11,219 -4%
CL
131
CPWM LLC
Washington
$12.6M -$1.08M -21,317 -8%
AIC
132
Archer Investment Corporation
Indiana
$12.5M -$1.01M -19,966 -8%
MRCM
133
M&R Capital Management
New Jersey
$12.4M +$138K +2,720 +1%
SHGA
134
Sand Hill Global Advisors
California
$12.4M +$20.3K +401 +0.2%
LNC
135
Lincoln National Corp
Pennsylvania
$12.2M +$1.01M +19,900 +9%
CFD
136
Creative Financial Designs
Indiana
$12.2M +$8.99M +177,125 +282%
FAM
137
Formidable Asset Management
Ohio
$12.1M +$6.5M +128,196 +117%
HCA
138
Horan Capital Advisors
Ohio
$12M +$96K +1,892 +0.8%
RCA
139
Reitz Capital Advisors
Michigan
$11.9M +$3.55M +69,923 +42%
SAS
140
Sage Advisory Services
Texas
$11.9M +$81.1K +1,599 +0.7%
MFP
141
Meridian Financial Partners
Virginia
$11.9M -$569K -11,224 -5%
LA
142
LexAurum Advisors
Kansas
$11.6M +$65.6K +1,293 +0.6%
FWM
143
Foresight Wealth Management
Utah
$11.5M +$8.76M +172,572 +314%
PA
144
Prism Advisors
California
$11.5M -$13.7K -270 -0.1%
BPB
145
Badgley, Phelps & Bell
Washington
$11.5M -$337K -6,649 -3%
TCWA
146
Ten Capital Wealth Advisors
Washington
$11.5M +$372K +7,324 +3%
VA
147
Valmark Advisers
Ohio
$11.3M +$2.67M +52,532 +31%
CFG
148
Citizens Financial Group
Rhode Island
$11.3M +$6.67M +131,547 +145%
FWP
149
FAS Wealth Partners
Kansas
$11M -$690K -13,604 -6%
TGAM
150
TBH Global Asset Management
Tennessee
$10.8M -$3.34M -65,855 -24%
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