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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.26%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.32%
New
64
Increased
299
Reduced
277
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$845M
2
Morgan Stanley
Morgan Stanley
New York
$1.21B
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$131M
4
S
SignatureFD
Georgia
$182M
5
CIAS
Capital Investment Advisory Services
North Carolina
$66.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$359M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$39K
3
UBS Group
UBS Group
Switzerland
$364M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72.8M
5
SLF
Sun Life Financial
Ontario, Canada
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$14.2M +$777K +15,322 +6%
TC
127
TownSquare Capital
Utah
$14.1M -$12.2M -240,455 -46%
FWM
128
Foresight Wealth Management
Utah
$13.9M +$2.38M +46,923 +21%
SFG
129
StrategIQ Financial Group
Indiana
$13.9M -$862K -16,992 -6%
SFA
130
Sequoia Financial Advisors
Ohio
$13.8M -$23.8M -468,871 -63%
SC
131
Scotia Capital
Ontario, Canada
$13.8M +$696K +13,730 +5%
SW
132
SkyOak Wealth
Michigan
$13.6M +$583K +11,493 +4%
FA
133
Fountainhead AM
New Jersey
$13.6M -$13.1M -257,492 -49%
DCM
134
Donaldson Capital Management
Indiana
$13.6M -$4.17M -82,191 -24%
SPL
135
Smart Portfolios LLC
Washington
$13.5M +$4.6M +90,652 +52%
MRCM
136
M&R Capital Management
New Jersey
$13.3M +$894K +17,629 +7%
PI
137
Pachira Investments
California
$13.1M -$135K -2,665 -1%
AC
138
Asio Capital
Kentucky
$13.1M +$11.7M +230,215 +803%
MHR
139
Matthew Hamilton Rosenberg
$13M +$2.78M +54,757 +27%
GC
140
Gratus Capital
Georgia
$13M -$2.14M -42,142 -14%
GCA
141
Gradient Capital Advisors
California
$12.8M -$450K -8,876 -3%
LNC
142
Lincoln National Corp
Pennsylvania
$12.6M +$389K +7,679 +3%
PSIWM
143
Paradigm Strategies in Wealth Management
Minnesota
$12.4M -$263K -5,190 -2%
MFP
144
Meridian Financial Partners
Virginia
$12.4M +$523K +10,326 +4%
CFD
145
Creative Financial Designs
Indiana
$12.3M +$156K +3,076 +1%
HCA
146
Horan Capital Advisors
Ohio
$12.1M +$132K +2,601 +1%
AWS
147
AJ Wealth Strategies
New York
$12.1M +$3.65M +71,982 +43%
FM
148
Family Management
New York
$12.1M -$3.17M -62,577 -21%
CCM
149
Condor Capital Management
New Jersey
$12M +$9.74M +192,029 +431%
AIC
150
Archer Investment Corporation
Indiana
$11.9M -$529K -10,421 -4%
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