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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.26%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.32%
New
64
Increased
299
Reduced
277
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$845M
2
Morgan Stanley
Morgan Stanley
New York
$1.21B
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$131M
4
S
SignatureFD
Georgia
$182M
5
CIAS
Capital Investment Advisory Services
North Carolina
$66.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$359M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$39K
3
UBS Group
UBS Group
Switzerland
$364M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72.8M
5
SLF
Sun Life Financial
Ontario, Canada
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
151
Vickerman Investment Advisors
Washington
$11.9M +$11.9M +235,132 New
FF
152
FourThought Financial
Florida
$11.9M +$4.59M +90,438 +63%
GWM
153
Geneos Wealth Management
Colorado
$11.7M +$1.57M +30,888 +15%
PA
154
Prism Advisors
California
$11.6M +$84.9K +1,673 +0.7%
LA
155
LexAurum Advisors
Kansas
$11.4M -$121K -2,392 -1%
VA
156
Valmark Advisers
Ohio
$11.4M +$86.8K +1,712 +0.8%
IIC
157
Ironwood Investment Counsel
Arizona
$11.3M +$2.17M +42,859 +24%
SHGA
158
Sand Hill Global Advisors
California
$11.3M -$1.13M -22,204 -9%
FWP
159
FAS Wealth Partners
Kansas
$11.2M +$180K +3,551 +2%
BA
160
Bristlecone Advisors
Washington
$10.7M +$1.61M +31,799 +18%
EWA
161
Encompass Wealth Advisors
Oregon
$10.4M -$279K -5,505 -3%
JAG
162
Journey Advisory Group
Kentucky
$10.3M +$1.02M +20,025 +11%
CFA
163
Carroll Financial Associates
North Carolina
$10.3M +$1.39M +27,494 +16%
KL
164
KWMG LLC
Kansas
$10.3M +$130K +2,567 +1%
AIC
165
Ameritas Investment Company
Nebraska
$10.2M +$9.81M +193,417 +2,255%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$10.2M -$13.1M -257,370 -56%
WIC
167
Whitegate Investment Counselors
New Hampshire
$10.2M -$163K -3,220 -2%
CIAS
168
CFS Investment Advisory Services
New Jersey
$10.2M +$10.2M +200,415 New
CPIG
169
Chicago Partners Investment Group
Illinois
$10.1M -$7.41M -146,566 -42%
SC
170
Savant Capital
Illinois
$10.1M +$7.8M +153,812 +341%
EWA
171
EP Wealth Advisors
California
$10.1M -$5.99M -118,137 -37%
PA
172
Pinnacle Associates
New York
$10M +$970K +19,119 +11%
Truist Financial
173
Truist Financial
North Carolina
$10M -$3.13M -61,632 -24%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$9.72M +$3.08M +60,781 +46%
LWA
175
Lowe Wealth Advisors
Maryland
$9.69M +$186K +3,658 +2%
5 6
7
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