JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.12%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.92%
New
117
Increased
196
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
$153M
2
JFA
Johanson Financial Advisors
California
$71M
3
UBS Group
UBS Group
Switzerland
$303M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$329M
5
Wells Fargo
Wells Fargo
California
$344M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$2.96M
2
QA
Quantitative Advantage
Minnesota
$20.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.41M
5
MIM
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
151
Aptus Capital Advisors
Alabama
$5.16M +$3.75M +74,469 +267%
JWM
152
Jackson Wealth Management
Florida
$5.11M +$123K +2,429 +2%
FAIM
153
Financial Advocates Investment Management
Washington
$5M +$168K +3,333 +3%
RPWA
154
Regent Peak Wealth Advisors
Georgia
$4.99M +$4.99M +98,979 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$4.97M – – –
ECM
156
Evergreen Capital Management
Washington
$4.95M -$5.51M -109,357 -53%
CW
157
CreativeOne Wealth
Kansas
$4.95M +$4.95M +98,105 New
ICM
158
IMS Capital Management
Oregon
$4.93M +$743K +14,726 +18%
TIM
159
Total Investment Management
Arizona
$4.71M -$150K -2,982 -3%
GSWM
160
Golden State Wealth Management
California
$4.71M -$84.2K -1,670 -2%
ACA
161
Ascension Capital Advisors
Texas
$4.71M +$4.71M +93,351 New
OA
162
Oxbow Advisors
Texas
$4.71M -$735K -14,567 -14%
CFG
163
Citizens Financial Group
Rhode Island
$4.66M -$266K -5,257 -5%
CA
164
Continuum Advisory
Idaho
$4.65M +$1.65M +32,673 +55%
AF
165
Affiance Financial
Minnesota
$4.65M +$203K +4,019 +5%
IA
166
IFP Advisors
Florida
$4.59M +$60.3K +1,197 +1%
PCIA
167
Prime Capital Investment Advisors
Kansas
$4.58M +$4.58M +90,882 New
KF
168
Krilogy Financial
Missouri
$4.5M +$2.15M +42,648 +91%
BRWM
169
B. Riley Wealth Management
Tennessee
$4.44M +$96.3K +1,910 +2%
BCP
170
Blue Chip Partners
Michigan
$4.42M +$1M +19,857 +29%
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$4.41M -$18.9M -374,916 -81%
WCM
172
Windsor Capital Management
Arizona
$4.35M +$791K +15,695 +22%
SW
173
SlateStone Wealth
Florida
$4.28M +$3.17M +62,825 +284%
BL
174
BFSG LLC
California
$4.26M -$202K -4,001 -5%
PFS
175
Prospera Financial Services
Texas
$4.22M -$260K -5,160 -6%
5 6
7
8 9