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JPMorgan Ultra-Short Income ETF

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.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

23% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 253

12% more capital invested

Capital invested by funds: $8.49B → $9.53B (+$1.04B)

4.35% more ownership

Funds ownership: 54.67%59.02% (+4.3%)

3% more funds holding

Funds holding: 663683 (+20)

2% less funds holding in top 10

Funds holding in top 10: 121118 (-3)

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
11.99%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.07%
New
77
Increased
310
Reduced
253
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
226
Palladiem
Pennsylvania
$5.34M +$513K +10,110 +11%
IAN
227
Integrated Advisors Network
Texas
$5.33M +$4.13M +81,395 +346%
FCFC
228
First Citizens Financial Corp
Iowa
$5.19M +$817K +16,091 +19%
AF
229
Affiance Financial
Minnesota
$5.09M +$1.93M +37,982 +61%
DWM
230
Dakota Wealth Management
Florida
$5.08M -$271K -5,337 -5%
HIC
231
Holderness Investments Company
North Carolina
$5.06M +$922K +18,165 +22%
CB
232
Community Bank
New York
$5M -$72.6K -1,430 -1%
ICM
233
IMS Capital Management
Oregon
$4.99M -$136K -2,676 -3%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$4.97M
SWP
235
Stratos Wealth Partners
Ohio
$4.94M +$149K +2,942 +3%
AHC
236
Anderson Hoagland & Co
Missouri
$4.82M -$225K -4,435 -4%
GWM
237
Greenwich Wealth Management
Connecticut
$4.81M +$14.4K +283 +0.3%
MA
238
Mutual Advisors
Nebraska
$4.78M +$41K +808 +0.9%
MM
239
Main Management
California
$4.77M -$2.23M -43,980 -32%
KCM
240
Kendall Capital Management
Maryland
$4.74M +$667K +13,129 +16%
ACA
241
Aptus Capital Advisors
Alabama
$4.74M -$2.6M -51,253 -35%
SDWIA
242
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.62M -$102K -2,002 -2%
YIA
243
YHB Investment Advisors
Connecticut
$4.6M -$732K -14,420 -14%
CFG
244
Citizens Financial Group
Rhode Island
$4.59M -$21.2K -417 -0.5%
CFG
245
Cooper Financial Group
California
$4.58M +$179K +3,524 +4%
NWA
246
Navis Wealth Advisors
New York
$4.49M
HIM
247
HawsGoodwin Investment Management
Tennessee
$4.48M -$138K -2,727 -3%
DADC
248
D.A. Davidson & Co
Montana
$4.45M +$1.75M +34,527 +65%
AWA
249
Acorn Wealth Advisors
Michigan
$4.41M -$624K -12,298 -12%
GL
250
Graypoint LLC
New York
$4.36M +$82.8K +1,631 +2%

JPST Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2021, worth a combined $9.53B — up 12% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JPST positions and 44 closed out — a net gain of 33 holders — while 310 added to existing stakes and 253 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $295M. The largest seller was Allworth Financial, cutting an estimated $105M.

  • 683 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2021, up from 663 in Q4 2020.
  • Funds reported $9.53B of JPMorgan Ultra-Short Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 77 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2021 and 44 closed out, a net change of +33 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $295M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2021 was Allworth Financial, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2021.