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 %
RCA
176
Rowland Carmichael Advisors
Arizona
$4.18M -$370K -7,342 -8%
VWM
177
Venturi Wealth Management
Texas
$4.15M -$1.51M -29,909 -27%
LW
178
Linscomb Wealth
Texas
$4.12M +$4.12M +81,665 New
HIC
179
Holderness Investments Company
North Carolina
$4.09M +$58.6K +1,162 +1%
AWMS
180
Advocacy Wealth Management Services
Georgia
$4.04M -$4.79M -94,944 -54%
CWA
181
Capital Wealth Alliance
Arizona
$4.03M +$4.03M +79,709 New
AI
182
Atria Investments
North Carolina
$3.95M -$83.1K -1,648 -2%
SDWIA
183
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.89M +$3.49M +69,262 +889%
AWS
184
AJ Wealth Strategies
New York
$3.82M -$436K -8,649 -10%
AF
185
Advisornet Financial
Minnesota
$3.75M +$412K +8,167 +12%
LNC
186
Lincoln National Corp
Pennsylvania
$3.72M +$861K +17,081 +30%
WA
187
Winfield Associates
Ohio
$3.7M +$267K +5,300 +8%
EWM
188
Elmwood Wealth Management
California
$3.67M +$3.67M +72,850 New
VWM
189
Vigilare Wealth Management
Arizona
$3.67M +$3.67M +72,718 New
TIA
190
Tiemann Investment Advisors
California
$3.58M +$1.07M +21,218 +43%
EP
191
Eudaimonia Partners
Tennessee
$3.54M +$3.54M +70,271 New
DFG
192
DWM Financial Group
Illinois
$3.5M +$3.5M +69,354 New
Baird Financial Group
193
Baird Financial Group
Wisconsin
$3.48M -$12.3K -243 -0.4%
JWCA
194
J.W. Cole Advisors
Florida
$3.41M +$3.41M +67,670 New
GCA
195
Gradient Capital Advisors
California
$3.41M +$1.29M +25,557 +61%
VWA
196
V Wealth Advisors
Kansas
$3.33M – – –
AOWM
197
Alpha Omega Wealth Management
Virginia
$3.29M +$1.98M +39,216 +151%
MIAN
198
Mariner Independent Advisor Network
Kansas
$3.27M +$3.27M +64,909 New
SIA
199
Strategic Investment Advisors
Michigan
$3.14M +$251K +4,972 +9%
CCG
200
Chatham Capital Group
Georgia
$3.1M +$1.48M +29,400 +92%
6 7
8
9 10