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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
AIA
276
Angeles Investment Advisors
California
$3.56M +$3.56M +70,200 New
HWM
277
Howard Wealth Management
Connecticut
$3.5M +$1.63M +32,129 +87%
MIAN
278
Mariner Independent Advisor Network
Kansas
$3.49M +$1.33M +26,223 +62%
B
279
Brightworth
Georgia
$3.47M -$560K -11,021 -14%
PA
280
Planning Alternatives
Michigan
$3.44M -$2.15M -42,347 -38%
CM
281
Capital Management
Virginia
$3.43M +$260K +5,121 +8%
UWM
282
USAdvisors Wealth Management
Minnesota
$3.42M -$77K -1,516 -2%
Bank of New York Mellon
283
Bank of New York Mellon
New York
$3.34M +$3.34M +65,749 New
PCIA
284
Prime Capital Investment Advisors
Kansas
$3.31M -$843K -16,607 -20%
Deutsche Bank
285
Deutsche Bank
Germany
$3.22M +$3.08M +60,651 +2,238%
SB
286
Sunflower Bank
Texas
$3.22M +$3.22M +63,361 New
TFO
287
Tarbox Family Office
California
$3.19M -$1.07M -21,005 -25%
CFD
288
Creative Financial Designs
Indiana
$3.19M -$11.9M -234,417 -79%
SW
289
SlateStone Wealth
Florida
$3.19M -$1.48M -29,050 -32%
GF
290
Gries Financial
Ohio
$3.17M +$3.17M +62,466 New
CAG
291
Curtis Advisory Group
California
$3.15M -$19.1M -375,381 -86%
FMP
292
Financial Management Professionals
Texas
$3.15M +$3.15M +61,978 New
GKWIM
293
Gerber Kawasaki Wealth & Investment Management
California
$3.1M -$2.29M -45,033 -42%
TIA
294
Tiemann Investment Advisors
California
$3.05M -$6.04K -119 -0.2%
PFA
295
Paradigm Financial Advisors
Missouri
$3.05M -$3.33M -65,529 -52%
HIM
296
Hotaling Investment Management
Pennsylvania
$3.01M -$36.2K -713 -1%
AAS
297
Avantax Advisory Services
Texas
$3M +$170K +3,355 +6%
NL
298
NWAM LLC
Washington
$3M +$3M +59,042 New
REMPR
299
Roof Eidam Maycock Peralta (REMP)
California
$2.99M -$1.06M -20,790 -26%
IHWM
300
Iron Horse Wealth Management
Iowa
$2.95M -$48.1K -948 -2%

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.