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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 %
TIA
176
Tiemann Investment Advisors
California
$2.51M +$381K +7,549 +18%
WIA
177
Wealthstreet Investment Advisors
Texas
$2.48M +$1.76M +34,904 +247%
TNBTD
178
Trustmark National Bank Trust Department
Mississippi
$2.47M +$2.05M +40,584 +486%
SB
179
Suntrust Banks
Georgia
$2.47M -$6.15M -122,030 -71%
WAM
180
Weatherly Asset Management
California
$2.45M +$1.62M +32,075 +193%
HKAM
181
Horizon Kinetics Asset Management
New York
$2.45M -$22.8K -452 -0.9%
LWA
182
Lowe Wealth Advisors
Maryland
$2.38M +$165K +3,267 +7%
KF
183
Krilogy Financial
Missouri
$2.35M +$474K +9,404 +25%
Citadel Advisors
184
Citadel Advisors
Florida
$2.34M +$1.31M +25,895 +127%
SAM
185
SignalPoint Asset Management
Missouri
$2.26M +$2.26M +44,757 New
BMA
186
Brooks Moore & Associates
Tennessee
$2.25M +$701K +13,900 +45%
AAS
187
Avantax Advisory Services
Texas
$2.22M -$442K -8,776 -17%
FA
188
FCG Advisors
New Jersey
$2.22M +$128K +2,547 +6%
APC
189
Aspire Private Capital
North Carolina
$2.13M -$4.59K -91 -0.2%
GCA
190
Gradient Capital Advisors
California
$2.12M +$104K +2,069 +5%
GTAM
191
Global Trust Asset Management
Florida
$2.09M +$648K +12,852 +45%
DWM
192
Darwin Wealth Management
Florida
$2.08M +$536K +10,622 +35%
KCM
193
Kendall Capital Management
Maryland
$2.07M -$96.4K -1,912 -4%
CFG
194
Cooper Financial Group
California
$2.01M +$200K +3,959 +11%
FHA
195
First Horizon Advisors
Tennessee
$1.98M -$632K -12,536 -24%
NFG
196
Next Financial Group
Texas
$1.93M +$797K +15,807 +70%
SPC
197
Sigma Planning Corp
Michigan
$1.89M +$201K +3,991 +12%
EIA
198
Eldridge Investment Advisors
New Hampshire
$1.85M -$174K -3,457 -9%
M&T Bank
199
M&T Bank
New York
$1.85M +$370K +7,344 +25%
SPIA
200
Steward Partners Investment Advisory
New York
$1.82M -$1.51M -30,033 -45%
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