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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LW
226
Linscomb Wealth
Texas
$4.02M +$2.89M +56,902 +257%
HFM
227
Hartford Financial Management
Connecticut
$4.01M +$432K +8,508 +12%
MA
228
Modus Advisors
Minnesota
$3.99M +$1.05M +20,740 +36%
TFO
229
Tarbox Family Office
California
$3.9M +$1.92M +37,710 +96%
KCM
230
Kathmere Capital Management
Pennsylvania
$3.9M +$3.9M +76,841 New
HIC
231
Holderness Investments Company
North Carolina
$3.89M -$74.1K -1,458 -2%
AMM
232
American Money Management
California
$3.86M -$83.3K -1,640 -2%
OPA
233
Old Port Advisors
Maine
$3.82M +$223K +4,380 +6%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$3.67M +$51.4K +1,011 +1%
Lido Advisors
235
Lido Advisors
California
$3.57M -$24.1K -475 -0.7%
SPIA
236
Steward Partners Investment Advisory
New York
$3.55M +$664K +13,070 +23%
FA
237
FCG Advisors
New Jersey
$3.55M +$518K +10,186 +17%
MA
238
MONECO Advisors
Connecticut
$3.54M +$1.02M +20,078 +41%
PA
239
Planning Alternatives
Michigan
$3.53M +$3.53M +69,439 New
MC
240
Moors & Cabot
Massachusetts
$3.37M +$622K +12,237 +23%
Deutsche Bank
241
Deutsche Bank
Germany
$3.37M +$528K +10,395 +19%
SWM
242
Sanctuary Wealth Management
Idaho
$3.35M -$2.16M -42,452 -39%
JWCA
243
J.W. Coons Advisors
Ohio
$3.29M +$1.12M +21,975 +51%
AF
244
Affiance Financial
Minnesota
$3.28M -$524K -10,309 -14%
WIA
245
Wealthstreet Investment Advisors
Texas
$3.28M -$3.82M -75,200 -54%
RCA
246
Reitz Capital Advisors
Michigan
$3.27M +$3.27M +64,383 New
SWP
247
Stratos Wealth Partners
Ohio
$3.24M -$1.56M -30,725 -33%
DADC
248
D.A. Davidson & Co
Montana
$3.2M +$917K +18,048 +40%
NFG
249
Next Financial Group
Texas
$3.18M +$57.2K +1,126 +2%
ACM
250
Alpha Capital Management
Texas
$3.14M +$3.14M +61,845 New

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.