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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
12.03%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.08%
New
77
Increased
310
Reduced
253
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$311M
2
FP
Financial Perspectives
Minnesota
$106M
3
SLF
Sun Life Financial
Ontario, Canada
$99.1M
4
SW
SVB Wealth
Massachusetts
$378M
5
Morgan Stanley
Morgan Stanley
New York
$934M

Top Sellers

1
AF
Allworth Financial
California
$44M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.58M
3
Wells Fargo
Wells Fargo
California
$296M
4
FFG
Frisch Financial Group
New York
$9.86M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAG
176
Journey Advisory Group
Kentucky
$8.24M +$570K +11,229 +7%
WOSD
177
WFA of San Diego
California
$8.2M -$867K -17,087 -10%
CWA
178
Choice Wealth Advisors
Maine
$8.1M +$287K +5,655 +4%
SFP
179
Sandbox Financial Partners
Maryland
$7.85M +$1.13M +22,305 +17%
CCG
180
Chatham Capital Group
Georgia
$7.55M +$170K +3,340 +2%
CSWG
181
Cardinal Strategic Wealth Guidance
Kentucky
$7.54M -$16.5M -324,236 -69%
RBC
182
Roble Belko & Company
Pennsylvania
$7.52M +$640K +12,601 +9%
PI
183
Parkside Investments
Illinois
$7.42M -$845K -16,650 -10%
CFA
184
Carroll Financial Associates
North Carolina
$7.28M +$6.89M +135,855 +1,771%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$7.25M +$1.57M +30,931 +28%
BBA
186
BLB&B Advisors
Pennsylvania
$7.15M +$849K +16,722 +13%
FA
187
FDx Advisors
Illinois
$7.12M -$1.02K -20 -0%
FAG
188
Financial Advisory Group
Texas
$7.07M +$2.61M +51,330 +58%
JFA
189
JNBA Financial Advisors
Minnesota
$7.03M -$491K -9,675 -7%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$6.94M +$246K +4,854 +4%
BC
191
Bartlett & Co
Ohio
$6.94M +$246K +4,854 +4%
LB
192
Leo Brokerage
Texas
$6.94M +$1.21M +23,939 +21%
WCM
193
Windsor Capital Management
Arizona
$6.89M +$747K +14,725 +12%
OA
194
Oxbow Advisors
Texas
$6.87M +$1.56M +30,747 +29%
Citadel Advisors
195
Citadel Advisors
Florida
$6.76M +$2.08M +41,050 +45%
TW
196
Transform Wealth
Colorado
$6.75M -$1.32M -26,047 -16%
SFA
197
Souders Financial Advisors
Ohio
$6.74M -$15.2K -300 -0.2%
EWM
198
Elmwood Wealth Management
California
$6.69M +$6.69M +131,829 New
SPC
199
Sigma Planning Corp
Michigan
$6.65M +$998K +19,672 +18%
WP
200
WealthSource Partners
California
$6.55M +$2.94M +57,836 +81%
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