We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

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.

New
Increased
Maintained
Reduced
Closed

942% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 12

264% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 33

148% more funds holding in top 10

Funds holding in top 10: 2357 (+34)

119% more capital invested

Capital invested by funds: $1.53B → $3.35B (+$1.82B)

63% more funds holding

Funds holding: 178291 (+113)

2.55% more ownership

Funds ownership: 64.34%66.9% (+2.6%)

Holders
291
Holders Change
+113
Holders Change %
+63.48%
% of All Funds
6.48%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$435M +$285M +5,669,288 +189%
Morgan Stanley
2
Morgan Stanley
New York
$345M +$189M +3,768,804 +121%
AF
3
Allworth Financial
California
$218M +$40.7M +810,543 +23%
UBS Group
4
UBS Group
Switzerland
$110M +$66.3M +1,320,167 +150%
S
5
SignatureFD
Georgia
$96.5M +$33.6M +670,370 +53%
Wells Fargo
6
Wells Fargo
California
$80.9M +$79.9M +1,592,296 +7,611%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$72.3M +$49.8M +992,984 +221%
AssetMark Inc
8
AssetMark Inc
California
$71.7M +$71.8M +1,430,932 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$64.9M +$151 +3 +0%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$61.8M +$44M +875,967 +245%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$59.9M +$50M +996,392 +501%
SFG
12
Sage Financial Group
Pennsylvania
$52.1M +$38M +756,383 +267%
WCM
13
Weatherstone Capital Management
Colorado
$51.4M +$41.4M +825,330 +411%
QA
14
Quantitative Advantage
Minnesota
$50.5M +$50.5M +1,006,543 New
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$49.9M +$50M +995,668 New
RW
16
REDW Wealth
New Mexico
$47.7M +$12.5M +249,453 +36%
CCMG
17
Clark Capital Management Group
Pennsylvania
$47.3M +$47.4M +943,844 New
JIP
18
Jaffetilchin Investment Partners
Florida
$46.9M +$46.9M +934,915 New
RJA
19
Raymond James & Associates
Florida
$45.2M +$18.4M +367,140 +69%
PWAG
20
Polaris Wealth Advisory Group
California
$38M +$38M +757,041 New
SFS
21
Sowell Financial Services
Arkansas
$36.2M +$36.2M +722,116 New
Citadel Advisors
22
Citadel Advisors
Florida
$32.3M +$32.3M +644,517 New
SCA
23
Stuart Chaussee & Associates
California
$31.1M +$31.1M +619,540 New
EWM
24
Evermay Wealth Management
Virginia
$30.3M +$26.7M +532,651 +733%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$29.7M +$12.6M +250,895 +73%