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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

178 hedge funds and large institutions have $1.53B invested in JPMorgan Ultra-Short Income ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+58
Holders Change %
+48.33%
% of All Funds
4.08%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.53%
New
73
Increased
81
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$151M
2
Morgan Stanley
Morgan Stanley
New York
$156M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$64.9M
4
S
SignatureFD
Georgia
$62.9M
5
UBS Group
UBS Group
Switzerland
$44.2M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$155M
2
SGAM
Steinberg Global Asset Management
Florida
$1.46M
3
VF
Virtu Financial
New York
$0
4
CWM
Cornerstone Wealth Management
Missouri
$0
5
AFP
Ausdal Financial Partners
Iowa
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
151
Paradigm Financial Advisors
Missouri
$256K +$256K +5,114 New
AC
152
Avestar Capital
New York
$255K +$248K +4,970 +3,313%
WWM
153
Windsor Wealth Management
Indiana
$250K +$250K +4,979 New
QAM
154
Q3 Asset Management
Michigan
$249K +$249K +4,971 New
FPCP
155
Fort Point Capital Partners
California
$238K +$238K +4,745 New
WP
156
WealthPLAN Partners
Nebraska
$226K +$226K +4,490 New
AWM
157
AllSquare Wealth Management
New York
$160K +$160K +3,200 New
KF
158
Krilogy Financial
Missouri
$146K +$146K +2,920 New
Citigroup
159
Citigroup
New York
$140K – – –
TPWA
160
TRUE Private Wealth Advisors
Oregon
$101K +$101K +2,000 New
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$80K +$80K +1,600 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$78K +$8K +160 +11%
HFM
163
Hartford Financial Management
Connecticut
$75K – – –
JFA
164
JNBA Financial Advisors
Minnesota
$65K -$1.73M -34,776 -96%
AOWM
165
Alpha Omega Wealth Management
Virginia
$65K -$32.1K -643 -33%
TCM
166
Tradewinds Capital Management
Washington
$65K +$65K +1,297 New
TCM
167
TD Capital Management
Tennessee
$61K +$61K +1,214 New
CWA
168
Clarus Wealth Advisors
Arizona
$56K +$56K +1,107 New
APP
169
Avantax Planning Partners
Iowa
$52K +$52K +1,041 New
PMFA
170
Plante Moran Financial Advisors
Michigan
$48K +$48K +956 New
GI
171
Gradient Investments
Minnesota
$39K +$39K +780 New
CFGS
172
Concourse Financial Group Securities
Alabama
$24K +$24K +475 New
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$18K -$7.71K -150 -30%
GRP
174
Global Retirement Partners
California
$14K +$14K +286 New
PG
175
Proffitt & Goodson
Tennessee
$6K +$6K +125 New
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