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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 %
LW
201
Linscomb Wealth
Texas
$6.33M +$2.65M +52,169 +72%
OPS
202
Orion Portfolio Solutions
Nebraska
$6.33M -$929K -18,299 -13%
NC
203
NewSquare Capital
Pennsylvania
$6.31M -$619K -12,198 -9%
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
$6.29M -$28.4M -4,124 Closed
MSFS
205
Main Street Financial Solutions
Pennsylvania
$6.27M -$396K -7,805 -6%
PA
206
Perennial Advisors
New York
$6.25M +$1.47M +29,017 +31%
IA
207
IFG Advisory
Georgia
$6.23M +$191K +3,755 +3%
JFA
208
Johanson Financial Advisors
California
$6.18M +$677K +13,354 +12%
RWP
209
Ridgecrest Wealth Partners
California
$6.14M +$6.14M +121,026 New
AWMS
210
Advocacy Wealth Management Services
Georgia
$6.1M -$738K -14,549 -11%
SIAP
211
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.02M -$1.8M -35,420 -23%
ASN
212
Advisory Services Network
Georgia
$5.85M +$422K +8,325 +8%
AUB
213
Atlantic Union Bankshares
Virginia
$5.83M +$1.41M +27,800 +32%
AWS
214
AJ Wealth Strategies
New York
$5.81M +$2.17M +42,694 +59%
WCM
215
Wunderlich Capital Managemnt
Tennessee
$5.74M -$57.5K -1,133 -1%
TWM
216
Tradition Wealth Management
Minnesota
$5.69M -$135K -2,652 -2%
JWCA
217
J.W. Cole Advisors
Florida
$5.67M -$754K -14,862 -12%
CCA
218
Column Capital Advisors
Indiana
$5.67M +$370K +7,300 +7%
AIA
219
Arbor Investment Advisors
North Carolina
$5.66M +$308K +6,065 +6%
FAM
220
Formidable Asset Management
Ohio
$5.59M +$3.92M +77,286 +236%
HKIM
221
Hayek Kallen Investment Management
Alabama
$5.57M +$830K +16,345 +18%
QWM
222
Quaker Wealth Management
New Jersey
$5.5M -$6.3M -124,058 -53%
SIG
223
Sargent Investment Group
Maryland
$5.48M -$266K -5,245 -5%
RHP
224
Royal Harbor Partners
Texas
$5.38M +$36.3K +715 +0.7%
MAA
225
Matrix Asset Advisors
New York
$5.37M +$1.51M +29,810 +39%
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