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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMA
251
Brooks Moore & Associates
Tennessee
$3.12M +$539K +10,600 +21%
KCM
252
Kendall Capital Management
Maryland
$3.07M +$576K +11,334 +23%
NP
253
NorthRock Partners
Minnesota
$3.05M +$3.05M +60,044 New
HIM
254
Hotaling Investment Management
Pennsylvania
$3.04M +$508K +9,992 +20%
FM
255
Foster & Motley
Ohio
$3M +$2.22M +43,613 +282%
FSG
256
Financial Strategies Group
Michigan
$3M -$78.6K -1,547 -3%
VFPI
257
Vantage Financial Partners (Illinois)
Illinois
$2.97M -$163K -3,200 -5%
RFWA
258
RPg Family Wealth Advisory
Massachusetts
$2.93M +$88.7K +1,745 +3%
Ameriprise
259
Ameriprise
Minnesota
$2.92M +$1.1M +21,746 +61%
ACM
260
Avalon Capital Management
California
$2.85M -$16.9K -332 -0.6%
CA
261
Continuum Advisory
Idaho
$2.85M +$158K +3,101 +6%
EH
262
Equitable Holdings
New York
$2.84M -$419K -8,251 -13%
BFA
263
Beacon Financial Advisory
Ohio
$2.83M +$89.6K +1,763 +3%
BAAM
264
Baker Avenue Asset Management
California
$2.81M +$1.09M +21,541 +64%
CG
265
Colony Group
Massachusetts
$2.79M +$2.56M +50,352 +1,079%
Prudential Financial
266
Prudential Financial
New Jersey
$2.79M -$517K -10,180 -16%
ASN
267
Advisory Services Network
Georgia
$2.77M +$1.28M +25,160 +86%
NL
268
NVWM LLC
Pennsylvania
$2.71M +$50.1K +986 +2%
HIM
269
HawsGoodwin Investment Management
Tennessee
$2.7M +$539K +10,608 +25%
TIA
270
Tiemann Investment Advisors
California
$2.69M +$104K +2,042 +4%
FFS
271
Founders Financial Securities
Maryland
$2.68M +$2.02M +39,750 +305%
CGH
272
Crossmark Global Holdings
Texas
$2.66M +$136K +2,668 +5%
I2I
273
Insight 2811 Inc
Illinois
$2.65M +$728K +14,331 +38%
AI
274
Atria Investments
North Carolina
$2.58M -$2.08M -40,841 -45%
SIM
275
Stratos Investment Management
Ohio
$2.56M +$1.84M +36,174 +254%

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.