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JPMorgan Ultra-Short Income ETF

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 82

22% more capital invested

Capital invested by funds: $3.35B → $4.07B (+$725M)

19% more funds holding in top 10

Funds holding in top 10: 5768 (+11)

14% more funds holding

Funds holding: 291331 (+40)

2.19% less ownership

Funds ownership: 66.9%64.7% (-2.2%)

Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.16%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
276
Capital Investment Advisory Services
North Carolina
$281K +$50.3K +1,000 +22%
VCM
277
Virtue Capital Management
Tennessee
$279K -$1.23M -24,466 -82%
CTA
278
Chesley Taft & Associates
Illinois
$275K +$23.9K +475 +10%
DC
279
Davenport & Co
Virginia
$273K +$273K +5,435 New
GWM
280
Greenwich Wealth Management
Connecticut
$271K +$271K +5,385 New
IWM
281
IHT Wealth Management
Illinois
$270K +$269K +5,361 New
TCM
282
Tradewinds Capital Management
Washington
$266K -$470K -9,347 -64%
CFGS
283
Concourse Financial Group Securities
Alabama
$257K -$4.27K -85 -2%
JFGIW
284
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$251K -$10.1K -200 -4%
LSA
285
L & S Advisors
California
$250K
WWM
286
Windsor Wealth Management
Indiana
$250K
HPC
287
Hobart Private Capital
North Carolina
$245K +$245K +4,868 New
IFWM
288
Institute for Wealth Management
Colorado
$243K +$242K +4,825 New
CWA
289
Clarus Wealth Advisors
Arizona
$241K
WCAMG
290
Woodard & Company Asset Management Group
North Carolina
$236K -$451K -8,970 -66%
PSG
291
Planning Solutions Group
Maryland
$230K -$883K -17,562 -79%
CB
292
Commerce Bank
Missouri
$227K +$226K +4,503 New
BF
293
BOK Financial
Oklahoma
$222K -$52K -1,035 -19%
BRWA
294
B. Riley Wealth Advisors
Florida
$219K +$218K +4,340 New
VAM
295
Verity Asset Management
North Carolina
$206K -$84.8K -1,687 -29%
CPO
296
Cerity Partners OCIO
New York
$205K +$205K +4,081 New
KeyBank National Association
297
KeyBank National Association
Ohio
$200K +$200K +3,980 New
SHIM
298
Stone House Investment Management
Pennsylvania
$167K +$167K +3,325 New
QAM
299
Q3 Asset Management
Michigan
$150K +$7.35M +146,157 +3,181%
US Bancorp
300
US Bancorp
Minnesota
$140K -$23.5K -467 -14%

JPST Hedge Fund Activity: Q1 2019 in Review

331 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2019, worth a combined $4.07B — up 22% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JPST positions and 28 closed out — a net gain of 46 holders — while 159 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $127M. The largest seller was AssetMark Inc, cutting an estimated $61.4M.

  • 331 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2019, up from 291 in Q4 2018.
  • Funds reported $4.07B of JPMorgan Ultra-Short Income ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 74 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2019 and 28 closed out, a net change of +46 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2019 was Morgan Stanley, an estimated $127M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2019 was AssetMark Inc, an estimated $61.4M sold.

Based on aggregated 13F filings for Q1 2019.