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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

291 hedge funds and large institutions have $3.35B invested in JPMorgan Ultra-Short Income ETF in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 120 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
291
Holders Change
+113
Holders Change %
+63.48%
% of All Funds
6.49%
Holding in Top 10
57
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+147.83%
% of All Funds
1.27%
New
125
Increased
120
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$435M
2
Morgan Stanley
2
Morgan Stanley
New York
$345M
3
Wells Fargo
3
Wells Fargo
California
$80.9M
4
AssetMark Inc
4
AssetMark Inc
California
$71.7M
5
UBS Group
5
UBS Group
Switzerland
$110M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
ECM
4
Evergreen Capital Management
Washington
$13.5M
5
VWM
5
Venturi Wealth Management
Texas
$4.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$435M 8,672,647 +5,669,288 +189%
Morgan Stanley
2
Morgan Stanley
New York
$345M 6,884,835 +3,768,804 +121%
AF
3
Allworth Financial
California
$218M 4,351,533 +810,543 +23%
UBS Group
4
UBS Group
Switzerland
$110M 2,201,263 +1,320,167 +150%
S
5
SignatureFD
Georgia
$96.5M 1,924,849 +670,370 +53%
Wells Fargo
6
Wells Fargo
California
$80.9M 1,613,218 +1,592,296 +7,611%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$72.3M 1,443,178 +992,984 +221%
AssetMark Inc
8
AssetMark Inc
California
$71.7M 1,430,932 +1,430,932 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$64.9M 1,294,908 +3 +0%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$61.8M 1,233,250 +875,967 +245%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$59.9M 1,195,085 +996,392 +501%
SFG
12
Sage Financial Group
Pennsylvania
$52.1M 1,039,283 +756,383 +267%
WCM
13
Weatherstone Capital Management
Colorado
$51.4M 1,026,036 +825,330 +411%
QA
14
Quantitative Advantage
Minnesota
$50.5M 1,006,543 +1,006,543 New
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$49.9M 995,668 +995,668 New
RW
16
REDW Wealth
New Mexico
$47.7M 951,345 +249,453 +36%
CCMG
17
Clark Capital Management Group
Pennsylvania
$47.3M 943,844 +943,844 New
JIP
18
Jaffetilchin Investment Partners
Florida
$46.9M 934,915 +934,915 New
RJA
19
Raymond James & Associates
Florida
$45.2M 900,820 +367,140 +69%
PWAG
20
Polaris Wealth Advisory Group
California
$38M 757,041 +757,041 New
SFS
21
Sowell Financial Services
Arkansas
$36.2M 722,116 +722,116 New
Citadel Advisors
22
Citadel Advisors
Florida
$32.3M 644,517 +644,517 New
SCA
23
Stuart Chaussee & Associates
California
$31.1M 619,540 +619,540 New
EWM
24
Evermay Wealth Management
Virginia
$30.3M 605,344 +532,651 +733%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$29.7M 593,045 +250,895 +73%
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