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JPMorgan Ultra-Short Income ETF

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 21

65% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 119

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

24% more funds holding

Funds holding: 374462 (+88)

17% more capital invested

Capital invested by funds: $5.01B → $5.86B (+$849M)

1.16% more ownership

Funds ownership: 57.08%58.24% (+1.2%)

Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.1%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.91%
New
117
Increased
196
Reduced
119
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
SignalPoint Asset Management
Missouri
$2.38M +$119K +2,349 +5%
KCM
227
Kendall Capital Management
Maryland
$2.35M +$288K +5,710 +14%
FA
228
FCG Advisors
New Jersey
$2.33M +$116K +2,290 +5%
CA
229
Cetera Advisors
Colorado
$2.27M +$471K +9,335 +26%
CFG
230
Cooper Financial Group
California
$2.2M +$197K +3,898 +10%
APC
231
Aspire Private Capital
North Carolina
$2.19M +$56.9K +1,128 +3%
CAS
232
Cascadia Advisory Services
Oregon
$2.18M +$2.19M +43,309 New
RBC
233
Roble Belko & Company
Pennsylvania
$2.18M +$2.18M +43,278 New
DWM
234
Darwin Wealth Management
Florida
$2.16M +$77.5K +1,535 +4%
IAP
235
Indie Asset Partners
Indiana
$2.06M +$2.06M +40,780 New
HKAM
236
Horizon Kinetics Asset Management
New York
$2M -$446K -8,842 -18%
ZIG
237
Zurich Insurance Group
Switzerland
$2M +$1.28M +25,300 +177%
I2I
238
Insight 2811 Inc
Illinois
$2M +$218K +4,326 +12%
WEPOG
239
Wealth Enhancement & Preservation of GA
Georgia
$1.98M +$1.98M +39,291 New
ASN
240
Advisory Services Network
Georgia
$1.98M +$1.24M +24,592 +167%
NFP
241
Narus Financial Partners
Utah
$1.97M +$1.44M +28,605 +272%
NA
242
NewEdge Advisors
Louisiana
$1.96M +$399K +7,903 +25%
TB
243
Terril Brothers
Missouri
$1.92M +$896K +17,750 +87%
PA
244
Perennial Advisors
New York
$1.89M +$1.89M +37,432 New
EIA
245
Eldridge Investment Advisors
New Hampshire
$1.85M -$202 -4 -0%
NEPWA
246
New England Private Wealth Advisors
Massachusetts
$1.74M +$395K +7,832 +29%
TW
247
Transform Wealth
Colorado
$1.74M -$8.28K -164 -0.5%
CF
248
Centaurus Financial
California
$1.71M -$1.88M -37,190 -52%
NFG
249
Next Financial Group
Texas
$1.65M -$284K -5,635 -15%
GPWA
250
Great Point Wealth Advisors
Massachusetts
$1.65M +$1.97K +39 +0.1%

JPST Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2019, worth a combined $5.86B — up 17% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new JPST positions and 21 closed out — a net gain of 96 holders — while 196 added to existing stakes and 119 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $178M. The largest seller was Guggenheim Capital, cutting an estimated $32.5M.

  • 462 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $5.86B of JPMorgan Ultra-Short Income ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 117 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2019 and 21 closed out, a net change of +96 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $178M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2019 was Guggenheim Capital, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2019.