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JPMorgan Ultra-Short Income ETF

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 21

65% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 119

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

24% more funds holding

Funds holding: 374462 (+88)

17% more capital invested

Capital invested by funds: $5.01B → $5.86B (+$849M)

1.16% more ownership

Funds ownership: 57.08%58.24% (+1.2%)

Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.1%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.91%
New
117
Increased
196
Reduced
119
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
251
Perennial Investment Advisors
California
$1.65M +$1.65M +32,669 New
RAM
252
Redmond Asset Management
Virginia
$1.62M +$404K +8,000 +33%
NC
253
NovaPoint Capital
Georgia
$1.61M +$1.62M +32,012 New
WP
254
WealthSource Partners
California
$1.6M -$4.19M -82,911 -72%
AC
255
Avestar Capital
New York
$1.57M -$49.4K -979 -3%
FC
256
FCA Corp
Texas
$1.56M +$44.5K +882 +3%
SWP
257
Strategic Wealth Partners
Ohio
$1.56M +$391K +7,743 +33%
MOS
258
MGO One Seven
Ohio
$1.55M +$1.55M +30,747 New
VCP
259
Verus Capital Partners
Arizona
$1.53M +$1.54M +30,444 New
SCA
260
Snowden Capital Advisors
New York
$1.52M -$9.94K -197 -0.6%
GIA
261
Gladstone Institutional Advisory
Florida
$1.52M +$581K +11,511 +61%
SMFS
262
Squar Milner Financial Services
California
$1.5M +$1.5M +29,687 New
MCWA
263
Meadow Creek Wealth Advisors
Georgia
$1.49M +$1.49M +29,500 New
GT
264
Glenview Trust
Kentucky
$1.44M
MCM
265
Monument Capital Management
Virginia
$1.42M +$160K +3,175 +13%
AAS
266
Avantax Advisory Services
Texas
$1.4M -$826K -16,364 -37%
SWP
267
Stratos Wealth Partners
Ohio
$1.38M +$30.2K +598 +2%
AFS
268
Access Financial Services
Minnesota
$1.38M +$678K +13,423 +97%
AWM
269
AllSquare Wealth Management
New York
$1.36M +$669K +13,250 +96%
DIM
270
Delta Investment Management
California
$1.35M +$1.35M +26,700 New
HH
271
Hilltop Holdings
Texas
$1.3M +$627K +12,413 +92%
HCIA
272
Hochman Cole Investment Advisors
Illinois
$1.3M +$1.3M +25,759 New
RJT
273
Raymond James Trust
Florida
$1.28M +$54.8K +1,085 +4%
DI
274
DFPG Investments
Utah
$1.27M +$321K +6,354 +34%
EWM
275
Edge Wealth Management
New York
$1.27M +$20.9K +415 +2%

JPST Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2019, worth a combined $5.86B — up 17% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new JPST positions and 21 closed out — a net gain of 96 holders — while 196 added to existing stakes and 119 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $178M. The largest seller was Guggenheim Capital, cutting an estimated $32.5M.

  • 462 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $5.86B of JPMorgan Ultra-Short Income ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 117 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2019 and 21 closed out, a net change of +96 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $178M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2019 was Guggenheim Capital, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2019.