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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

374 hedge funds and large institutions have $5.01B invested in JPMorgan Ultra-Short Income ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 205 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
374
Holders Change
+14
Holders Change %
+3.89%
% of All Funds
8.21%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.52%
New
38
Increased
205
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$277M
2
Morgan Stanley
2
Morgan Stanley
New York
$655M
3
3AM
3
3EDGE Asset Management
Florida
$57.3M
4
UBS Group
4
UBS Group
Switzerland
$239M
5
RJA
5
Raymond James & Associates
Florida
$103M

Top Sellers

1
AWS
1
AJ Wealth Strategies
New York
$4.25M
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$0
3
PWAG
3
Polaris Wealth Advisory Group
California
$24.5M
4
IWS
4
Insight Wealth Strategies
California
$401K
5
LA
5
Lau Associates
Delaware
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$655M 12,994,547 +2,214,612 +21%
Bank of America
2
Bank of America
North Carolina
$540M 10,705,627 +380,169 +4%
Wells Fargo
3
Wells Fargo
California
$302M 5,988,271 +359,719 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$277M 5,489,163 +2,701,813 +97%
UBS Group
5
UBS Group
Switzerland
$239M 4,736,226 +937,257 +25%
AF
6
Allworth Financial
California
$168M 3,322,254 -8,422 -0.3%
RJA
7
Raymond James & Associates
Florida
$103M 2,049,366 +617,345 +43%
LPL Financial
8
LPL Financial
California
$88M 1,745,081 +384,711 +28%
S
9
SignatureFD
Georgia
$69.6M 1,379,909 -200,330 -13%
GBBWRPM
10
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$65.5M 1,298,592 +191,088 +17%
NAM
11
NorthCoast Asset Management
Connecticut
$64.6M 1,280,425 +344,709 +37%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$64M 1,268,213 +514,623 +68%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$62.8M 1,244,850 +123,488 +11%
AIM
14
Astor Investment Management
Illinois
$61.9M 1,227,110 +57,326 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$57.4M 1,137,471 -215,110 -16%
3AM
16
3EDGE Asset Management
Florida
$57.3M 1,136,492 +1,136,492 New
SFG
17
Sage Financial Group
Pennsylvania
$55.6M 1,103,201 +13,947 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$53.3M 1,057,347 +190,255 +22%
RW
19
REDW Wealth
New Mexico
$52.9M 1,048,541 +31,969 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$51M 1,010,666 -132,400 -12%
QA
21
Quantitative Advantage
Minnesota
$49.5M 981,755 -36,897 -4%
QCG
22
Quadrant Capital Group
Ohio
$44.5M 883,199 -319 -0%
EWM
23
Evermay Wealth Management
Virginia
$36.8M 729,119 +25,840 +4%
GFPC
24
Global Financial Private Capital
Florida
$35.6M 705,056 -28,288 -4%
GC
25
Guggenheim Capital
Illinois
$35.4M 702,359 +87,441 +14%
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