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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.77%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.15%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$48.5M
2
SW
2
SVB Wealth
Massachusetts
$283M
3
FM
3
Foster & Motley
Ohio
$48.8M
4
DWM
4
Destination Wealth Management
California
$35.9M
5
PWAC
5
Private Wealth Advisors (California)
California
$30.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.8M
2
SMM
2
Stadion Money Management
Georgia
$0
3
DF
3
Donoghue Forlines
Massachusetts
$6M
4
HB
4
Homrich & Berg
Georgia
$189M
5
IDA
5
Intelligence Driven Advisers
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Members Trust
151
Members Trust
Florida
$8.64M 170,146 – –
RCM
152
Requisite Capital Management
Texas
$8.48M 166,897 -41,621 -20%
SPL
153
Smart Portfolios LLC
Washington
$8.44M 166,250 +55,506 +50%
LPT
154
Legacy Private Trust
Wisconsin
$8.41M 165,612 +38,039 +30%
PI
155
Parkside Investments
Illinois
$8.27M 162,850 -96,205 -37%
TW
156
Transform Wealth
Colorado
$8.08M 159,121 +117,403 +281%
SIAP
157
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.83M 154,084 -2,046 -1%
CWA
158
Choice Wealth Advisors
Maine
$7.82M 154,018 +154,018 New
ATPW
159
Ashton Thomas Private Wealth
Arizona
$7.72M 151,969 +14,628 +11%
JAG
160
Journey Advisory Group
Kentucky
$7.67M 151,084 +151,084 New
JFA
161
JNBA Financial Advisors
Minnesota
$7.53M 148,237 -58,661 -28%
SLWA
162
San Luis Wealth Advisors
California
$7.53M 148,220 +148,220 New
CCG
163
Chatham Capital Group
Georgia
$7.39M 145,465 +9,955 +7%
ACA
164
Aptus Capital Advisors
Alabama
$7.35M 144,566 +23,670 +20%
OPS
165
Orion Portfolio Solutions
Nebraska
$7.26M 142,948 -4,052 -3%
SC
166
Savant Capital
Illinois
$7.21M 141,954 -61,633 -30%
FM
167
Family Management
New York
$7.16M 140,905 +31,472 +29%
FA
168
FDx Advisors
Illinois
$7.13M 140,314 +3,340 +2%
CPWA
169
Cerro Pacific Wealth Advisors
California
$7.06M 138,914 +138,914 New
MM
170
Main Management
California
$7.01M 138,030 -49,209 -26%
NC
171
NewSquare Capital
Pennsylvania
$6.93M 136,490 +24,354 +22%
CL
172
CPWM LLC
Washington
$6.92M 136,219 -45,118 -25%
GWM
173
Geneos Wealth Management
Colorado
$6.89M 834,218 +751,980 +914%
RBC
174
Roble Belko & Company
Pennsylvania
$6.89M 135,613 +23,396 +21%
CI
175
CAZ Investments
Texas
$6.87M 135,310 +41,805 +45%
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