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JPMorgan Ultra-Short Income ETF

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

23% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 253

12% more capital invested

Capital invested by funds: $8.49B → $9.53B (+$1.04B)

4.35% more ownership

Funds ownership: 54.67%59.02% (+4.3%)

3% more funds holding

Funds holding: 663683 (+20)

2% less funds holding in top 10

Funds holding in top 10: 121118 (-3)

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
11.99%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.07%
New
77
Increased
310
Reduced
253
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Modus Advisors
Minnesota
$4.35M +$116K +2,279 +3%
FTUS
252
Flow Traders U.S.
New York
$4.25M +$4.25M +83,655 New
EP
253
Eudaimonia Partners
Tennessee
$4.24M +$639K +12,585 +18%
CCA
254
Catalyst Capital Advisors
New York
$4.16M +$2.03M +40,000 +95%
CW
255
CreativeOne Wealth
Kansas
$4.14M +$1M +19,757 +32%
HFM
256
Hartford Financial Management
Connecticut
$4.13M +$38.2K +753 +0.9%
APW
257
Acima Private Wealth
Virginia
$4.07M +$1.27M +25,039 +45%
LWP
258
Laurel Wealth Planning
Minnesota
$4.06M +$266K +5,247 +7%
BFWA
259
Benchmark Financial Wealth Advisors
Florida
$4.06M +$4.06M +79,993 New
OPA
260
Old Port Advisors
Maine
$4.06M +$135K +2,654 +3%
ANTB
261
AMG National Trust Bank
Colorado
$4M +$2.93M +57,685 +273%
BCP
262
Blue Chip Partners
Michigan
$3.93M -$301K -5,937 -7%
BMA
263
Brooks Moore & Associates
Tennessee
$3.89M +$335K +6,600 +9%
BMWM
264
Brown Miller Wealth Management
Virginia
$3.86M -$593K -11,680 -13%
NCM
265
Next Capital Management
New York
$3.86M -$2.37M -46,677 -38%
B
266
Bailard
California
$3.8M +$3.14M +61,834 +475%
CG
267
CFO4Life Group
Texas
$3.75M +$98.1K +1,932 +3%
BFA
268
Beacon Financial Advisory
Ohio
$3.72M +$957K +18,846 +35%
SIA
269
SkyView Investment Advisors
New Jersey
$3.71M -$3.81K -75 -0.1%
IA
270
IFP Advisors
Florida
$3.68M -$3.05M -60,077 -45%
AMM
271
American Money Management
California
$3.64M -$172K -3,396 -5%
Citigroup
272
Citigroup
New York
$3.62M +$269K +5,307 +8%
MML Investors Services
273
MML Investors Services
Massachusetts
$3.61M -$5.19M -102,203 -59%
AP
274
Americana Partners
Texas
$3.6M +$2.2M +43,272 +162%
Baird Financial Group
275
Baird Financial Group
Wisconsin
$3.58M -$258K -5,077 -7%

JPST Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2021, worth a combined $9.53B — up 12% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JPST positions and 44 closed out — a net gain of 33 holders — while 310 added to existing stakes and 253 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $295M. The largest seller was Allworth Financial, cutting an estimated $105M.

  • 683 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2021, up from 663 in Q4 2020.
  • Funds reported $9.53B of JPMorgan Ultra-Short Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 77 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2021 and 44 closed out, a net change of +33 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $295M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2021 was Allworth Financial, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2021.