We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02%59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$6.17M +$1.24M +24,390 +25%
CIAS
227
Capital Investment Advisory Services
North Carolina
$6.07M +$4.47M +88,135 +280%
RHP
228
Royal Harbor Partners
Texas
$6.03M +$655K +12,908 +12%
OMC
229
Old Mission Capital
Illinois
$5.82M +$3.82M +75,246 +191%
MA
230
Mutual Advisors
Nebraska
$5.81M +$1.03M +20,259 +21%
NL
231
NVWM LLC
Pennsylvania
$5.74M +$2.95M +58,164 +106%
OPS
232
Orion Portfolio Solutions
Nebraska
$5.72M -$601K -11,837 -9%
HIC
233
Holderness Investments Company
North Carolina
$5.69M +$627K +12,349 +12%
RWP
234
Ridgecrest Wealth Partners
California
$5.61M -$530K -10,450 -9%
PA
235
Procyon Advisors
Connecticut
$5.56M +$5.56M +109,501 New
CWC
236
Carolinas Wealth Consulting
North Carolina
$5.53M +$3.41M +67,249 +161%
SPC
237
Sigma Planning Corp
Michigan
$5.53M -$1.12M -22,074 -17%
SIG
238
Sargent Investment Group
Maryland
$5.51M +$37K +730 +0.7%
WP
239
WealthSource Partners
California
$5.45M -$1.09M -21,575 -17%
WCM
240
Wunderlich Capital Managemnt
Tennessee
$5.43M -$306K -6,040 -5%
MWM
241
Mission Wealth Management
California
$5.37M -$3.42M -67,386 -39%
P
242
Palladiem
Pennsylvania
$5.28M -$55.7K -1,097 -1%
FP
243
Financial Perspectives
Minnesota
$5.26M -$268M -5,281,638 -98%
MSFS
244
Main Street Financial Solutions
Pennsylvania
$5.21M -$1.06M -20,856 -17%
FCFC
245
First Citizens Financial Corp
Iowa
$5.19M +$1.88K +37 +0%
CCM
246
Covington Capital Management
California
$5.13M +$2.31M +45,450 +82%
IAN
247
Integrated Advisors Network
Texas
$5.13M -$195K -3,834 -4%
CP
248
Castleview Partners
Texas
$5.1M +$5.1M +100,549 New
SIAP
249
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.09M -$926K -18,254 -15%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$4.97M

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.