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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.05%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.99%
New
59
Increased
303
Reduced
276
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$108M
4
SLF
Sun Life Financial
Ontario, Canada
$166M
5
SEI Investments
SEI Investments
Pennsylvania
$62.9M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$5.26M
2
SWM
Spire Wealth Management
Virginia
$3.05M
3
AIC
Ameritas Investment Company
Nebraska
$10.1M
4
GWM
Geneos Wealth Management
Colorado
$10.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
151
Encompass Wealth Advisors
Oregon
$10.7M -$1.14M -22,427 -10%
NCM
152
Novare Capital Management
North Carolina
$10.7M -$747K -14,717 -7%
22CM
153
20/20 Capital Management
California
$10.6M +$162K +3,191 +2%
WIC
154
Whitegate Investment Counselors
New Hampshire
$10.4M +$344K +6,789 +3%
MHR
155
Matthew Hamilton Rosenberg
$10.2M +$813K +16,018 +9%
GWM
156
Geneos Wealth Management
Colorado
$10.1M -$33M -650,229 -76%
KL
157
KWMG LLC
Kansas
$10.1M +$270K +5,328 +3%
AIC
158
Ameritas Investment Company
Nebraska
$10.1M -$43.7M -37,082 -81%
KAS
159
Kestra Advisory Services
Texas
$10.1M +$254K +5,010 +3%
AssetMark Inc
160
AssetMark Inc
California
$9.81M +$9.79M +192,928 +49,724%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$9.77M -$6.29M – –
CFGF
162
Compass Financial Group (Florida)
Florida
$9.68M -$315K -6,217 -3%
BPA
163
Beacon Pointe Advisors
California
$9.57M -$1.94M -38,224 -17%
GWS
164
Glassman Wealth Services
Virginia
$9.56M – – –
LWA
165
Lowe Wealth Advisors
Maryland
$9.51M +$302K +5,952 +3%
Millennium Management
166
Millennium Management
New York
$9.42M -$979K -19,287 -9%
CP
167
Corbenic Partners
Pennsylvania
$9.35M +$404K +7,966 +5%
JAG
168
Journey Advisory Group
Kentucky
$9.31M +$1.08M +21,198 +13%
FFG
169
Frisch Financial Group
New York
$9.29M -$565K -11,126 -6%
CI
170
CX Institutional
Indiana
$9.24M -$1.41M -27,727 -13%
NCM
171
Noesis Capital Mangement
Florida
$9.19M -$571K -11,250 -6%
NP
172
NorthRock Partners
Minnesota
$9.17M -$3.86M -75,978 -30%
IIC
173
Ironwood Investment Counsel
Arizona
$9.11M -$1.29M -25,340 -12%
BA
174
Bristlecone Advisors
Washington
$9.07M -$373K -7,355 -4%
PA
175
Pinnacle Associates
New York
$9.04M +$6.88M +135,664 +319%
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