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JPMorgan Ultra-Short Income ETF

360 hedge funds and large institutions have $4.34B invested in JPMorgan Ultra-Short Income ETF in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

126% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 84

9% more funds holding

Funds holding: 331360 (+29)

7% more funds holding in top 10

Funds holding in top 10: 6873 (+5)

7% more capital invested

Capital invested by funds: $4.07B → $4.34B (+$273M)

6.22% less ownership

Funds ownership: 64.7%58.48% (-6.2%)

Holders
360
Holders Change
+29
Holders Change %
+8.76%
% of All Funds
7.82%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.59%
New
62
Increased
190
Reduced
84
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Calton & Associates
Florida
$606K -$22.8K -453 -4%
APW
252
Acima Private Wealth
Virginia
$603K -$419K -8,325 -41%
MMA
253
Miracle Mile Advisors
California
$582K
GVAG
254
Great Valley Advisor Group
Delaware
$557K +$20.6K +409 +4%
WWM
255
Windsor Wealth Management
Indiana
$550K +$299K +5,941 +119%
SCM
256
Sterneck Capital Management
Missouri
$544K +$544K +10,790 New
NFP
257
Narus Financial Partners
Utah
$541K +$541K +10,729 New
HPC
258
Hobart Private Capital
North Carolina
$540K +$294K +5,841 +120%
LFAS
259
Level Four Advisory Services
Texas
$539K -$93.3K -1,851 -15%
CRWM
260
Castle Rock Wealth Management
California
$515K +$513K +10,180 New
BIG
261
Boothe Investment Group
Delaware
$504K +$504K +10,000 New
CFGS
262
Concourse Financial Group Securities
Alabama
$496K +$238K +4,722 +92%
AMIM
263
Aull & Monroe Investment Management
Alabama
$485K +$486K +9,640 New
HH
264
Hilltop Holdings
Texas
$469K +$25.2K +500 +6%
AFP
265
Ausdal Financial Partners
Iowa
$469K +$468K +9,296 New
NWP
266
Northstar Wealth Partners
Connecticut
$463K -$215K -4,267 -32%
FPCP
267
Fort Point Capital Partners
California
$458K +$22.8K +452 +5%
Creative Planning
268
Creative Planning
Kansas
$454K +$454K +9,013 New
RA
269
RFG Advisory
Alabama
$447K +$101K +2,012 +29%
TNBTD
270
Trustmark National Bank Trust Department
Mississippi
$421K +$421K +8,356 New
SCM
271
Stellar Capital Management
Arizona
$414K
SG
272
StoneX Group
New York
$405K -$530K -10,517 -57%
GRP
273
Global Retirement Partners
California
$404K +$342K +6,786 +549%
SSWM
274
Sheets Smith Wealth Management
North Carolina
$401K
AWM
275
AllSquare Wealth Management
New York
$396K +$69.3K +1,375 +21%

JPST Hedge Fund Activity: Q2 2019 in Review

360 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2019, worth a combined $4.34B — up 6.7% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JPST positions and 26 closed out — a net gain of 36 holders — while 190 added to existing stakes and 84 trimmed.

The largest buyer was Wells Fargo, adding an estimated $141M. The largest seller was SignatureFD, cutting an estimated $111M.

  • 360 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2019, up from 331 in Q1 2019.
  • Funds reported $4.34B of JPMorgan Ultra-Short Income ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 62 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2019 and 26 closed out, a net change of +36 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2019 was Wells Fargo, an estimated $141M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2019 was SignatureFD, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.