JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.05%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.99%
New
59
Increased
303
Reduced
276
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$108M
4
SLF
Sun Life Financial
Ontario, Canada
$166M
5
SEI Investments
SEI Investments
Pennsylvania
$62.9M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$5.26M
2
SWM
Spire Wealth Management
Virginia
$3.05M
3
AIC
Ameritas Investment Company
Nebraska
$10.1M
4
GWM
Geneos Wealth Management
Colorado
$10.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$9.02M +$3.17M +62,452 +54%
JWCA
177
J.W. Cole Advisors
Florida
$8.94M +$3.27M +64,448 +58%
CFA
178
Carroll Financial Associates
North Carolina
$8.92M +$1.64M +32,345 +23%
SPL
179
Smart Portfolios LLC
Washington
$8.91M -$485K -9,558 -5%
EWM
180
Elmwood Wealth Management
California
$8.73M +$2.04M +40,183 +30%
AC
181
Avestar Capital
New York
$8.73M -$7.59M -149,665 -47%
ATPW
182
Ashton Thomas Private Wealth
Arizona
$8.73M -$530K -10,448 -6%
TWM
183
Tradition Wealth Management
Minnesota
$8.67M +$2.98M +58,713 +52%
HIM
184
Harbour Investment Management
Washington
$8.59M -$25.4K -500 -0.3%
CWA
185
Choice Wealth Advisors
Maine
$8.47M +$372K +7,333 +5%
AWS
186
AJ Wealth Strategies
New York
$8.46M +$2.65M +52,233 +46%
SFP
187
Sandbox Financial Partners
Maryland
$8.33M +$477K +9,407 +6%
BFWA
188
Benchmark Financial Wealth Advisors
Florida
$8.31M +$4.25M +83,752 +105%
FAG
189
Financial Advisory Group
Texas
$8.16M +$1.09M +21,550 +15%
TW
190
Transform Wealth
Colorado
$8.15M +$1.4M +27,553 +21%
WOSD
191
WFA of San Diego
California
$8.14M -$56.3K -1,110 -0.7%
OA
192
Oxbow Advisors
Texas
$8.03M +$1.16M +22,895 +17%
RBC
193
Roble Belko & Company
Pennsylvania
$7.87M +$348K +6,864 +5%
NCM
194
Northwest Capital Management
Oregon
$7.87M -$1.02M -20,060 -11%
CCG
195
Chatham Capital Group
Georgia
$7.76M +$206K +4,050 +3%
SFA
196
Souders Financial Advisors
Ohio
$7.67M +$928K +18,285 +14%
CSWG
197
Cardinal Strategic Wealth Guidance
Kentucky
$7.63M +$92K +1,813 +1%
FA
198
FDx Advisors
Illinois
$7.41M +$293K +5,777 +4%
AIA
199
Arbor Investment Advisors
North Carolina
$7.41M +$1.75M +34,434 +31%
FF
200
FourThought Financial
Florida
$7.33M -$4.09M -80,691 -36%
6 7
8
9 10