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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.77%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.15%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$48.5M
2
SW
2
SVB Wealth
Massachusetts
$283M
3
FM
3
Foster & Motley
Ohio
$48.8M
4
DWM
4
Destination Wealth Management
California
$35.9M
5
PWAC
5
Private Wealth Advisors (California)
California
$30.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51.8M
2
SMM
2
Stadion Money Management
Georgia
$0
3
DF
3
Donoghue Forlines
Massachusetts
$6M
4
HB
4
Homrich & Berg
Georgia
$189M
5
IDA
5
Intelligence Driven Advisers
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$844M 16,609,196 +537,343 +3%
Bank of America
2
Bank of America
North Carolina
$715M 14,079,157 -210,864 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$525M 10,334,155 +571,862 +6%
UBS Group
4
UBS Group
Switzerland
$344M 6,766,225 -138,993 -2%
Wells Fargo
5
Wells Fargo
California
$342M 6,732,338 -565,386 -8%
SW
6
SVB Wealth
Massachusetts
$283M 5,573,123 +905,116 +19%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$210M 4,135,228 +328,224 +9%
HB
8
Homrich & Berg
Georgia
$189M 3,719,243 -804,084 -18%
Betterment LLC
9
Betterment LLC
New York
$161M 3,177,653 +220,310 +7%
AF
10
Allworth Financial
California
$149M 2,936,055 -583,363 -17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$123M 2,424,011 +218,280 +10%
LPL Financial
12
LPL Financial
California
$107M 2,099,900 +19,963 +1%
KA
13
Klingman & Associates
New York
$107M 2,097,257 -16,978 -0.8%
GBBWRPM
14
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$105M 2,063,952 +121,703 +6%
RJA
15
Raymond James & Associates
Florida
$98.9M 1,947,364 +253,103 +15%
S
16
SignatureFD
Georgia
$77.4M 1,524,208 +216,758 +17%
SI
17
Stephens Inc
Arkansas
$76.1M 1,498,290 -41,005 -3%
RW
18
REDW Wealth
New Mexico
$67M 1,319,132 +24,339 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$63.7M 1,254,781 +60,530 +5%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.5M 1,250,018 +5,806 +0.5%
Osaic Holdings
21
Osaic Holdings
Arizona
$62.4M 1,227,596 +147,635 +14%
PAG
22
Pinnacle Advisory Group
Maryland
$61.5M 1,210,520 +6,412 +0.5%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$52.8M 1,040,029 +219,981 +27%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$51.8M 1,020,608 -1,503,443 -60%
NAM
25
NorthCoast Asset Management
Connecticut
$51.3M 1,009,640 -76,362 -7%
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