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JPMorgan Ultra-Short Income ETF

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

16% more funds holding in top 10

Funds holding in top 10: 114132 (+18)

7% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$745M)

1% more funds holding

Funds holding: 690698 (+8)

8% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 277

0.75% more ownership

Funds ownership: 59.53%60.29% (+0.75%)

Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.22%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.31%
New
64
Increased
299
Reduced
277
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMM
251
American Money Management
California
$5.6M +$893K +17,616 +19%
SCP
252
Syntal Capital Partners
Texas
$5.57M -$1.06M -20,942 -16%
Thrivent Financial for Lutherans
253
Thrivent Financial for Lutherans
Minnesota
$5.57M
FCFC
254
First Citizens Financial Corp
Iowa
$5.54M +$349K +6,873 +7%
PA
255
Procyon Advisors
Connecticut
$5.43M -$124K -2,454 -2%
APW
256
Acima Private Wealth
Virginia
$5.43M +$1.05M +20,747 +24%
Bank of New York Mellon
257
Bank of New York Mellon
New York
$5.3M +$5.3M +104,447 New
WCM
258
Wunderlich Capital Managemnt
Tennessee
$5.25M -$180K -3,542 -3%
FP
259
Financial Perspectives
Minnesota
$5.19M -$69.6K -1,373 -1%
GWM
260
Greenwich Wealth Management
Connecticut
$5.18M +$531K +10,471 +11%
MSFS
261
Main Street Financial Solutions
Pennsylvania
$5.16M -$48.4K -954 -0.9%
PI
262
Parkside Investments
Illinois
$5.13M -$1.63M -32,175 -24%
CI
263
Ceera Investments
Texas
$5.07M +$5.07M +99,970 New
CM
264
Capital Management
Virginia
$4.99M +$1.44M +28,323 +40%
IAN
265
Integrated Advisors Network
Texas
$4.93M -$193K -3,808 -4%
SFP
266
Sandbox Financial Partners
Maryland
$4.87M -$3.46M -68,238 -42%
MWM
267
Mission Wealth Management
California
$4.86M -$508K -10,021 -9%
IHWM
268
Iron Horse Wealth Management
Iowa
$4.86M +$389K +7,663 +9%
WP
269
WealthSource Partners
California
$4.82M -$632K -12,454 -12%
MA
270
Modus Advisors
Minnesota
$4.76M +$194K +3,826 +4%
SIA
271
SkyView Investment Advisors
New Jersey
$4.74M +$1.03M +20,354 +28%
LWMG
272
Levy Wealth Management Group
Pennsylvania
$4.73M +$2.31M +45,493 +95%
AHC
273
Anderson Hoagland & Co
Missouri
$4.71M +$684K +13,494 +17%
DWM
274
Dakota Wealth Management
Florida
$4.7M -$258K -5,088 -5%
FA
275
Flagstar Advisors
New York
$4.61M +$4.61M +90,887 New

JPST Hedge Fund Activity: Q3 2021 in Review

698 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2021, worth a combined $11.1B — up 7.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JPST positions and 41 closed out — a net gain of 23 holders — while 299 added to existing stakes and 277 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $205M.

  • 698 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2021, up from 690 in Q2 2021.
  • Funds reported $11.1B of JPMorgan Ultra-Short Income ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 64 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2021 and 41 closed out, a net change of +23 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2021 was Fidelity Investments, an estimated $285M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2021 was JP Morgan Chase, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2021.