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JPMorgan Ultra-Short Income ETF

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.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

16% more funds holding in top 10

Funds holding in top 10: 114132 (+18)

7% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$745M)

1% more funds holding

Funds holding: 690698 (+8)

8% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 277

0.75% more ownership

Funds ownership: 59.53%60.29% (+0.75%)

Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.22%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.31%
New
64
Increased
299
Reduced
277
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFG Advisory
Georgia
$6.74M +$473K +9,327 +8%
VFPI
227
Vantage Financial Partners (Illinois)
Illinois
$6.69M +$6.07M +119,750 +986%
JFA
228
Johanson Financial Advisors
California
$6.63M -$254K -5,001 -4%
CSWG
229
Cardinal Strategic Wealth Guidance
Kentucky
$6.56M -$1.07M -21,117 -14%
FAM
230
Formidable Asset Management
Ohio
$6.55M -$5.53M -109,046 -46%
SSB
231
Sandy Spring Bank
Maryland
$6.49M +$2.3M +45,302 +55%
GL
232
Graypoint LLC
New York
$6.45M -$531K -10,468 -8%
JFA
233
JNBA Financial Advisors
Minnesota
$6.42M -$376K -7,412 -6%
TCM
234
Triumph Capital Management
Colorado
$6.24M +$6.24M +123,023 New
EL
235
Essex LLC
Illinois
$6.17M +$6.17M +121,698 New
HIC
236
Holderness Investments Company
North Carolina
$6.17M +$480K +9,472 +8%
SWP
237
Stratos Wealth Partners
Ohio
$6.13M -$41.7K -823 -0.7%
RFWA
238
RPg Family Wealth Advisory
Massachusetts
$6.11M +$2.72M +53,662 +80%
NL
239
NVWM LLC
Pennsylvania
$6.06M +$327K +6,438 +6%
SW
240
StrongBox Wealth
Missouri
$6.06M -$512K -10,098 -8%
SIG
241
Sargent Investment Group
Maryland
$6.01M +$496K +9,775 +9%
PWM
242
Prentice Wealth Management
New York
$5.99M +$5.17M +101,993 +632%
FNT
243
First National Trust
Pennsylvania
$5.89M -$637K -12,567 -10%
CTC
244
Central Trust Company
Missouri
$5.81M +$5.65M +111,420 +3,632%
MA
245
Mutual Advisors
Nebraska
$5.79M -$15.6K -307 -0.3%
GI
246
Glovista Investments
New Jersey
$5.76M -$444K -8,758 -7%
WCM
247
Windsor Capital Management
Arizona
$5.73M -$1.02M -20,192 -15%
AssetMark Inc
248
AssetMark Inc
California
$5.72M -$4.08M -80,498 -42%
SPC
249
Sigma Planning Corp
Michigan
$5.67M +$151K +2,980 +3%
OPS
250
Orion Portfolio Solutions
Nebraska
$5.66M -$61.4K -1,210 -1%

JPST Hedge Fund Activity: Q3 2021 in Review

698 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2021, worth a combined $11.1B — up 7.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JPST positions and 41 closed out — a net gain of 23 holders — while 299 added to existing stakes and 277 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $205M.

  • 698 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2021, up from 690 in Q2 2021.
  • Funds reported $11.1B of JPMorgan Ultra-Short Income ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 64 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2021 and 41 closed out, a net change of +23 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2021 was Fidelity Investments, an estimated $285M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2021 was JP Morgan Chase, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2021.