We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02%59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Dakota Wealth Management
Florida
$4.96M -$118K -2,322 -2%
CB
252
Community Bank
New York
$4.93M -$75.9K -1,495 -2%
CCA
253
Column Capital Advisors
Indiana
$4.91M -$756K -14,900 -13%
ICM
254
IMS Capital Management
Oregon
$4.79M -$198K -3,903 -4%
CI
255
CAZ Investments
Texas
$4.75M +$2.53M +49,800 +114%
SDWIA
256
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.71M +$85.6K +1,687 +2%
AMM
257
American Money Management
California
$4.71M +$1.07M +21,009 +29%
NC
258
NewSquare Capital
Pennsylvania
$4.68M -$1.62M -31,949 -26%
GWM
259
Greenwich Wealth Management
Connecticut
$4.66M -$155K -3,047 -3%
LW
260
Linscomb Wealth
Texas
$4.6M -$1.73M -34,121 -27%
CFG
261
Cooper Financial Group
California
$4.58M +$3.86K +76 +0.1%
MA
262
Modus Advisors
Minnesota
$4.57M +$219K +4,315 +5%
SAM
263
SP Asset Management
California
$4.49M +$4.49M +88,535 New
NWA
264
Navis Wealth Advisors
New York
$4.49M
IHWM
265
Iron Horse Wealth Management
Iowa
$4.47M +$1.52M +29,927 +51%
SB
266
Sunflower Bank
Texas
$4.43M +$1.21M +23,932 +38%
AWMS
267
Advocacy Wealth Management Services
Georgia
$4.4M -$1.7M -33,410 -28%
APW
268
Acima Private Wealth
Virginia
$4.38M +$305K +6,007 +7%
DADC
269
D.A. Davidson & Co
Montana
$4.28M -$171K -3,379 -4%
AWA
270
Acorn Wealth Advisors
Michigan
$4.22M -$191K -3,756 -4%
SSB
271
Sandy Spring Bank
Maryland
$4.19M +$2.84M +56,009 +211%
AWE
272
Avidian Wealth Enterprises
Texas
$4.19M +$3.08M +60,626 +277%
YIA
273
YHB Investment Advisors
Connecticut
$4.18M -$417K -8,215 -9%
ACA
274
Aptus Capital Advisors
Alabama
$4.16M -$572K -11,272 -12%
CCA
275
Catalyst Capital Advisors
New York
$4.16M

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.