JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

374 hedge funds and large institutions have $5.01B invested in JPMorgan Ultra-Short Income ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 205 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+14
Holders Change %
+3.89%
% of All Funds
8.21%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.52%
New
38
Increased
205
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
2
Morgan Stanley
Morgan Stanley
New York
+$112M
3
3AM
3EDGE Asset Management
Florida
+$57.3M
4
UBS Group
UBS Group
Switzerland
+$47.3M
5
RJA
Raymond James & Associates
Florida
+$31.1M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
-$40.8M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$19M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.1M
4
PWAG
Polaris Wealth Advisory Group
California
-$14.4M
5
IWS
Insight Wealth Strategies
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
151
Windsor Capital Management
Arizona
$3.56M +$609K +12,077 +21%
AssetMark Inc
152
AssetMark Inc
California
$3.55M -$1.83M -36,350 -34%
BCWM
153
Bartlett & Co Wealth Management
Ohio
$3.54M +$3.43M +67,905 +3,087%
BC
154
Bartlett & Co
Ohio
$3.54M +$3.42M +67,905 +3,087%
SF
155
Synovus Financial
Georgia
$3.52M +$184K +3,642 +5%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$3.49M +$297K +5,897 +9%
WA
157
Winfield Associates
Ohio
$3.43M +$164K +3,250 +5%
BCP
158
Blue Chip Partners
Michigan
$3.42M +$967K +19,175 +39%
SC
159
Savant Capital
Illinois
$3.33M +$201K +3,980 +6%
AF
160
Advisornet Financial
Minnesota
$3.33M +$789K +15,642 +31%
VWA
161
V Wealth Advisors
Kansas
$3.33M +$913K +18,104 +38%
MC
162
Moors & Cabot
Massachusetts
$3.19M +$1.01M +20,067 +47%
TFO
163
Tarbox Family Office
California
$3.18M -$962K -19,070 -23%
JFA
164
Johanson Financial Advisors
California
$3.12M +$710K +14,085 +29%
CA
165
Continuum Advisory
Idaho
$3M +$103K +2,047 +4%
Bank of New York Mellon
166
Bank of New York Mellon
New York
$2.98M +$434K +8,595 +17%
SIA
167
Strategic Investment Advisors
Michigan
$2.9M +$259K +5,118 +10%
VFPI
168
Vantage Financial Partners (Illinois)
Illinois
$2.89M +$245K +4,850 +9%
FAG
169
Financial Advisory Group
Texas
$2.88M +$204K +4,050 +8%
WI
170
Wintrust Investments
Illinois
$2.88M -$132K -2,626 -4%
LNC
171
Lincoln National Corp
Pennsylvania
$2.86M +$280K +5,547 +11%
BFEC
172
Benjamin F. Edwards & Company
Missouri
$2.82M +$2.21M +43,744 +360%
BBA
173
BLB&B Advisors
Pennsylvania
$2.81M +$400K +7,925 +17%
BA
174
Bristlecone Advisors
Washington
$2.81M +$2.81M +55,740 New
JIP
175
Jaffetilchin Investment Partners
Florida
$2.52M +$854K +16,940 +51%
5 6
7
8 9