JPST icon

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
+$285M
2
Morgan Stanley
Morgan Stanley
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$115M
4
S
SignatureFD
Georgia
+$76.1M
5
CIAS
Capital Investment Advisory Services
North Carolina
+$60.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$48.1M
3
UBS Group
UBS Group
Switzerland
-$33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.9M
5
SLF
Sun Life Financial
Ontario, Canada
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
201
Transform Wealth
Colorado
$8.22M +$68.4K +1,348 +0.8%
CAM
202
Cresset Asset Management
Illinois
$8.01M +$6.58M +129,806 +461%
IA
203
IFP Advisors
Florida
$8.01M +$4.22M +83,294 +112%
CWC
204
Carolinas Wealth Consulting
North Carolina
$7.97M +$2.44M +48,206 +44%
SFA
205
Souders Financial Advisors
Ohio
$7.87M +$200K +3,945 +3%
BBA
206
BLB&B Advisors
Pennsylvania
$7.84M +$1.21M +23,883 +18%
AC
207
Avestar Capital
New York
$7.82M -$908K -17,892 -10%
CCG
208
Chatham Capital Group
Georgia
$7.78M +$23.3K +460 +0.3%
WOSD
209
WFA of San Diego
California
$7.76M -$371K -7,318 -5%
MIAN
210
Mariner Independent Advisor Network
Kansas
$7.76M +$4.25M +83,774 +121%
SA
211
Stewardship Advisors
Pennsylvania
$7.74M +$703K +13,868 +10%
NCM
212
Northwest Capital Management
Oregon
$7.69M -$154K -3,043 -2%
CB
213
Community Bank
New York
$7.68M +$2.76M +54,320 +56%
CPWA
214
Cerro Pacific Wealth Advisors
California
$7.38M +$523K +10,320 +8%
CWA
215
Choice Wealth Advisors
Maine
$7.33M -$1.14M -22,404 -13%
BFWA
216
Benchmark Financial Wealth Advisors
Florida
$7.27M -$1.03M -20,358 -12%
HI
217
Harbour Investments
Wisconsin
$7.1M +$144K +2,849 +2%
PA
218
Perennial Advisors
New York
$7.05M +$182K +3,594 +3%
LB
219
Leo Brokerage
Texas
$7.04M -$49.3K -973 -0.7%
SAM
220
SP Asset Management
California
$6.99M +$2.51M +49,473 +56%
BCWM
221
Bartlett & Co Wealth Management
Ohio
$6.93M -$9.79K -193 -0.1%
BC
222
Bartlett & Co
Ohio
$6.93M -$9.79K -193 -0.1%
NCM
223
Novare Capital Management
North Carolina
$6.88M -$3.77M -74,341 -35%
RHP
224
Royal Harbor Partners
Texas
$6.82M +$795K +15,667 +13%
BPA
225
Beacon Pointe Advisors
California
$6.75M -$2.82M -55,603 -29%
7 8
9
10 11