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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
11.76%
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 %
AWMS
176
Advocacy Wealth Management Services
Georgia
$6.84M 134,747 -6,366 -5%
SFA
177
Souders Financial Advisors
Ohio
$6.76M 133,183 +8,973 +7%
IA
178
IFP Advisors
Florida
$6.74M 132,699 -17,175 -11%
SFP
179
Sandbox Financial Partners
Maryland
$6.73M 132,450 +132,450 New
BCWM
180
Bartlett & Co Wealth Management
Ohio
$6.7M 131,888 -13,167 -9%
BC
181
Bartlett & Co
Ohio
$6.7M 131,888 -13,167 -9%
MSFS
182
Main Street Financial Solutions
Pennsylvania
$6.67M 131,314 +131,314 New
JWCA
183
J.W. Cole Advisors
Florida
$6.43M 126,567 +103,578 +451%
PFA
184
Paradigm Financial Advisors
Missouri
$6.38M 125,628 -314,752 -71%
BBA
185
BLB&B Advisors
Pennsylvania
$6.31M 124,203 -5,170 -4%
NCM
186
Next Capital Management
New York
$6.23M 122,729 -213,675 -64%
WCM
187
Windsor Capital Management
Arizona
$6.15M 121,024 +3,028 +3%
FP
188
Financial Perspectives
Minnesota
$6.11M 120,338 -113,623 -49%
IA
189
IFG Advisory
Georgia
$6.04M 118,943 +724 +0.6%
DF
190
Donoghue Forlines
Massachusetts
$6M 118,091 -931,531 -89%
TWM
191
Tradition Wealth Management
Minnesota
$5.83M 114,781 +114,781 New
WCM
192
Wunderlich Capital Managemnt
Tennessee
$5.8M 114,168 -2,051 -2%
SIG
193
Sargent Investment Group
Maryland
$5.75M 113,165 -3,700 -3%
LB
194
Leo Brokerage
Texas
$5.73M 112,800 +112,800 New
TB
195
Terril Brothers
Missouri
$5.72M 112,520 +11,175 +11%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$5.69M 111,984 +13,357 +14%
SPC
197
Sigma Planning Corp
Michigan
$5.65M 111,297 +18,029 +19%
SRC
198
Shufro Rose & Co
New York
$5.6M 110,219 +110,219 New
PA
199
Planning Alternatives
Michigan
$5.59M 110,058 +40,619 +58%
MA
200
Mosaic Advisors
Texas
$5.58M 109,924 +109,924 New
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