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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.18%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
S
2
SignatureFD
Georgia
$191M
3
UBS Group
3
UBS Group
Switzerland
$186M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$140M
5
Wells Fargo
5
Wells Fargo
California
$142M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10.5M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
WCM
3
Weatherstone Capital Management
Colorado
$5.58M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$13.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$473M 9,409,035 +2,524,200 +37%
Bank of America
2
Bank of America
North Carolina
$473M 9,404,642 +731,995 +8%
AF
3
Allworth Financial
California
$239M 4,742,936 +391,403 +9%
S
4
SignatureFD
Georgia
$191M 3,790,920 +1,866,071 +97%
UBS Group
5
UBS Group
Switzerland
$186M 3,706,980 +1,505,717 +68%
Wells Fargo
6
Wells Fargo
California
$142M 2,823,997 +1,210,779 +75%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$140M 2,787,145 +1,492,237 +115%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$64.9M 1,290,212 -152,966 -11%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$63M 1,252,086 +57,001 +5%
RJA
10
Raymond James & Associates
Florida
$59.3M 1,178,042 +277,222 +31%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$55.4M 1,100,966 -132,284 -11%
SFG
12
Sage Financial Group
Pennsylvania
$54M 1,073,079 +33,796 +3%
QA
13
Quantitative Advantage
Minnesota
$51M 1,013,135 +6,592 +0.7%
RW
14
REDW Wealth
New Mexico
$50.1M 996,268 +44,923 +5%
GBBWRPM
15
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$48.5M 964,282 +386,479 +67%
JIP
16
Jaffetilchin Investment Partners
Florida
$45.6M 906,289 -28,626 -3%
QCG
17
Quadrant Capital Group
Ohio
$45.1M 896,408 +723,744 +419%
NAM
18
NorthCoast Asset Management
Connecticut
$43.5M 864,275 +864,275 New
LPL Financial
19
LPL Financial
California
$42.2M 839,858 +328,285 +64%
SFS
20
Sowell Financial Services
Arkansas
$39.1M 776,738 +54,622 +8%
PWAG
21
Polaris Wealth Advisory Group
California
$38.8M 770,950 +13,909 +2%
AP
22
Appleton Partners
Massachusetts
$34.2M 678,967 +108,432 +19%
EWM
23
Evermay Wealth Management
Virginia
$34.1M 678,794 +73,450 +12%
TYCC
24
Texas Yale Capital Corp
Florida
$33.7M 669,620 +353,050 +112%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$33.1M 658,100 +65,055 +11%
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