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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
LWP
276
Laurel Wealth Planning
Minnesota
$4.12M +$64K +1,262 +2%
PA
277
Planning Alternatives
Michigan
$4.1M +$661K +13,028 +19%
AHC
278
Anderson Hoagland & Co
Missouri
$4.03M -$784K -15,456 -16%
KF
279
Krilogy Financial
Missouri
$4.02M +$1.27M +25,124 +46%
FMP
280
Financial Management Professionals
Texas
$4M +$853K +16,814 +27%
MOS
281
MGO One Seven
Ohio
$3.9M +$3.49M +68,704 +847%
BMA
282
Brooks Moore & Associates
Tennessee
$3.88M -$12.7K -250 -0.3%
BFA
283
Beacon Financial Advisory
Ohio
$3.85M +$124K +2,452 +3%
HIM
284
HawsGoodwin Investment Management
Tennessee
$3.84M -$638K -12,571 -14%
OPA
285
Old Port Advisors
Maine
$3.8M -$260K -5,134 -6%
IA
286
IFP Advisors
Florida
$3.79M +$105K +2,060 +3%
BMWM
287
Brown Miller Wealth Management
Virginia
$3.74M -$119K -2,344 -3%
PWMAG
288
Pinnacle Wealth Management Advisory Group
New Jersey
$3.71M +$2.99M +58,947 +414%
SIA
289
SkyView Investment Advisors
New Jersey
$3.71M
CG
290
CFO4Life Group
Texas
$3.7M -$49.7K -980 -1%
AUB
291
Atlantic Union Bankshares
Virginia
$3.68M -$2.16M -42,501 -37%
RMC
292
Resources Management Corp
Connecticut
$3.61M +$3.61M +71,216 New
CWA
293
Centennial Wealth Advisory
Michigan
$3.58M +$1.16M +22,831 +48%
MML Investors Services
294
MML Investors Services
Massachusetts
$3.58M -$22.9K -451 -0.6%
Baird Financial Group
295
Baird Financial Group
Wisconsin
$3.56M -$11.9K -234 -0.3%
CM
296
Capital Management
Virginia
$3.55M +$122K +2,396 +4%
HFM
297
Hartford Financial Management
Connecticut
$3.52M -$599K -11,797 -15%
MIAN
298
Mariner Independent Advisor Network
Kansas
$3.51M +$19.6K +387 +0.6%
RFWA
299
RPg Family Wealth Advisory
Massachusetts
$3.39M +$3.39M +66,859 New
HWM
300
Howard Wealth Management
Connecticut
$3.37M -$124K -2,437 -4%

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.