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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.26%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.32%
New
64
Increased
299
Reduced
277
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$845M
2
Morgan Stanley
Morgan Stanley
New York
$1.21B
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$131M
4
S
SignatureFD
Georgia
$182M
5
CIAS
Capital Investment Advisory Services
North Carolina
$66.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$359M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$39K
3
UBS Group
UBS Group
Switzerland
$364M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72.8M
5
SLF
Sun Life Financial
Ontario, Canada
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
176
Webster Bank
Connecticut
$9.66M -$6.05M -119,301 -39%
CFGF
177
Compass Financial Group (Florida)
Florida
$9.61M -$63.1K -1,245 -0.7%
ACM
178
Alpha Capital Management
Texas
$9.56M +$7.32M +144,360 +327%
GWS
179
Glassman Wealth Services
Virginia
$9.55M – – –
CP
180
Corbenic Partners
Pennsylvania
$9.44M +$94.4K +1,862 +1%
CCM
181
Covington Capital Management
California
$9.32M +$4.19M +82,652 +82%
OC
182
Oppenheimer & Co
New York
$9.22M +$6.21M +122,391 +206%
KCM
183
Kendall Capital Management
Maryland
$9.14M +$1.88M +37,031 +26%
TGAM
184
TBH Global Asset Management
Tennessee
$9.02M -$1.74M -34,390 -16%
TWM
185
Tradition Wealth Management
Minnesota
$8.94M +$276K +5,444 +3%
CFG
186
Citizens Financial Group
Rhode Island
$8.91M -$2.35M -46,346 -21%
FAG
187
Financial Advisory Group
Texas
$8.87M +$715K +14,105 +9%
ATPW
188
Ashton Thomas Private Wealth
Arizona
$8.84M +$116K +2,293 +1%
TIAM2
189
Tru Independence Asset Management 2
Oregon
$8.81M +$2M +39,341 +29%
LAS
190
Lloyd Advisory Services
Georgia
$8.8M +$1.48M +29,270 +20%
NCM
191
Noesis Capital Mangement
Florida
$8.73M -$461K -9,090 -5%
FFG
192
Frisch Financial Group
New York
$8.71M -$585K -11,531 -6%
CI
193
CX Institutional
Indiana
$8.71M -$532K -10,489 -6%
KAS
194
Kestra Advisory Services
Texas
$8.7M -$1.35M -26,582 -13%
HIM
195
Harbour Investment Management
Washington
$8.42M -$167K -3,300 -2%
FA
196
FDx Advisors
Illinois
$8.41M +$1M +19,738 +14%
KP
197
Keel Point
Alabama
$8.27M +$8.27M +163,070 New
OA
198
Oxbow Advisors
Texas
$8.26M +$227K +4,485 +3%
ASN
199
Advisory Services Network
Georgia
$8.25M -$760K -14,989 -8%
Citadel Advisors
200
Citadel Advisors
Florida
$8.23M -$9.62M -189,631 -54%
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