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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.26%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.32%
New
64
Increased
299
Reduced
277
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$845M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.21B
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$131M
4
S
4
SignatureFD
Georgia
$182M
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$66.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$359M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$39K
3
UBS Group
3
UBS Group
Switzerland
$364M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$72.8M
5
SLF
5
Sun Life Financial
Ontario, Canada
$140M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.21B 23,913,589 +2,724,188 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$845M 16,655,120 +5,614,597 +51%
Bank of America
3
Bank of America
North Carolina
$788M 15,543,760 +1,092,713 +8%
SW
4
SVB Wealth
Massachusetts
$405M 7,975,451 -95,996 -1%
UBS Group
5
UBS Group
Switzerland
$364M 7,186,374 -650,465 -8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$359M 7,076,201 -4,031,966 -36%
Wells Fargo
7
Wells Fargo
California
$304M 5,986,650 +59,417 +1%
HB
8
Homrich & Berg
Georgia
$238M 4,686,421 -54,629 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$200M 3,948,530 -30,942 -0.8%
S
10
SignatureFD
Georgia
$182M 3,586,907 +1,500,376 +72%
Betterment LLC
11
Betterment LLC
New York
$181M 3,574,296 +279,587 +8%
SLF
12
Sun Life Financial
Ontario, Canada
$140M 2,759,354 -502,851 -15%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$131M 2,590,125 +2,270,764 +711%
LPL Financial
14
LPL Financial
California
$125M 2,460,288 +137,566 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$124M 2,453,616 +64,552 +3%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$120M 2,361,971 +227,054 +11%
RJA
17
Raymond James & Associates
Florida
$112M 2,216,393 -78,290 -3%
KA
18
Klingman & Associates
New York
$83.8M 1,651,325 -12,462 -0.7%
CM
19
Cornerstone Management
Georgia
$79.6M 1,569,699 -9,484 -0.6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$72.8M 1,434,422 -628,448 -30%
RW
21
REDW Wealth
New Mexico
$70.9M 1,396,978 +17,660 +1%
HPC
22
HM Payson & Co
Maine
$70.8M 1,396,635 -968 -0.1%
SRC
23
Shufro Rose & Co
New York
$67M 1,321,883 -232,749 -15%
CIAS
24
Capital Investment Advisory Services
North Carolina
$66.1M 1,303,941 +1,184,297 +990%
SEI Investments
25
SEI Investments
Pennsylvania
$65.5M 1,291,655 +51,574 +4%
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