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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
12.03%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.08%
New
77
Increased
310
Reduced
253
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$311M
2
FP
2
Financial Perspectives
Minnesota
$106M
3
SLF
3
Sun Life Financial
Ontario, Canada
$99.1M
4
SW
4
SVB Wealth
Massachusetts
$378M
5
Morgan Stanley
5
Morgan Stanley
New York
$934M

Top Sellers

1
AF
1
Allworth Financial
California
$44M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.58M
3
Wells Fargo
3
Wells Fargo
California
$296M
4
FFG
4
Frisch Financial Group
New York
$9.86M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$934M 18,396,410 +1,787,214 +11%
Bank of America
2
Bank of America
North Carolina
$737M 14,513,752 +434,595 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$557M 10,980,111 +645,956 +6%
SW
4
SVB Wealth
Massachusetts
$378M 7,449,549 +1,876,426 +34%
UBS Group
5
UBS Group
Switzerland
$378M 7,444,653 +678,428 +10%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$311M 6,126,330 +5,800,060 +1,778%
Wells Fargo
7
Wells Fargo
California
$296M 5,839,825 -892,513 -13%
HB
8
Homrich & Berg
Georgia
$217M 4,281,004 +561,761 +15%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$208M 4,094,509 -40,719 -1%
Betterment LLC
10
Betterment LLC
New York
$173M 3,413,155 +235,502 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$116M 2,292,790 -131,221 -5%
LPL Financial
12
LPL Financial
California
$108M 2,136,723 +36,823 +2%
FP
13
Financial Perspectives
Minnesota
$106M 5,385,248 +5,264,910 +4,375%
S
14
SignatureFD
Georgia
$100M 1,978,751 +454,543 +30%
SLF
15
Sun Life Financial
Ontario, Canada
$99.1M 1,953,000 +1,953,000 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$97.1M 1,913,862 +893,254 +88%
RJA
17
Raymond James & Associates
Florida
$96.9M 1,909,310 -38,054 -2%
KA
18
Klingman & Associates
New York
$81.9M 1,613,304 -483,953 -23%
SRC
19
Shufro Rose & Co
New York
$76.3M 1,503,319 +1,393,100 +1,264%
CM
20
Cornerstone Management
Georgia
$72.9M 1,436,523 +737,818 +106%
RW
21
REDW Wealth
New Mexico
$72.7M 1,432,552 +113,420 +9%
SI
22
Stephens Inc
Arkansas
$71.2M 1,402,307 -95,983 -6%
SWM
23
Spire Wealth Management
Virginia
$62.3M 1,217,313 +1,217,313 New
Osaic Holdings
24
Osaic Holdings
Arizona
$61.2M 1,206,203 -21,393 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$59.9M 1,180,611 -74,170 -6%
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