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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
LWP
276
Laurel Wealth Planning
Minnesota
$4.6M +$477K +9,397 +12%
IDA
277
Intelligence Driven Advisers
California
$4.57M -$2.64M -52,043 -37%
MOS
278
MGO One Seven
Ohio
$4.52M +$634K +12,500 +16%
RWP
279
Ridgecrest Wealth Partners
California
$4.52M -$1.09M -21,491 -19%
Citigroup
280
Citigroup
New York
$4.49M +$1.75M +34,471 +64%
NWA
281
Navis Wealth Advisors
New York
$4.49M
CI
282
CAZ Investments
Texas
$4.36M -$386K -7,610 -8%
NC
283
NewSquare Capital
Pennsylvania
$4.36M -$323K -6,376 -7%
SDWIA
284
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.36M -$350K -6,900 -7%
ICM
285
IMS Capital Management
Oregon
$4.33M -$462K -9,101 -10%
BAAM
286
Baker Avenue Asset Management
California
$4.32M +$1.34M +26,386 +45%
CCA
287
Column Capital Advisors
Indiana
$4.28M -$626K -12,350 -13%
LW
288
Linscomb Wealth
Texas
$4.28M -$314K -6,196 -7%
AWE
289
Avidian Wealth Enterprises
Texas
$4.17M -$13.9K -274 -0.3%
CCA
290
Catalyst Capital Advisors
New York
$4.16M
AWA
291
Acorn Wealth Advisors
Michigan
$4.13M -$94.1K -1,856 -2%
YIA
292
YHB Investment Advisors
Connecticut
$4.09M -$92.6K -1,825 -2%
AWMS
293
Advocacy Wealth Management Services
Georgia
$3.98M -$421K -8,300 -10%
FMP
294
Financial Management Professionals
Texas
$3.92M -$77.3K -1,525 -2%
SIAP
295
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.89M -$1.2M -23,700 -24%
BMA
296
Brooks Moore & Associates
Tennessee
$3.88M +$3.3K +65 +0.1%
JIP
297
Jaffetilchin Investment Partners
Florida
$3.82M +$3.82M +75,349 New
BCP
298
Blue Chip Partners
Michigan
$3.8M +$493K +9,724 +15%
OPA
299
Old Port Advisors
Maine
$3.79M -$8.01K -158 -0.2%
Baird Financial Group
300
Baird Financial Group
Wisconsin
$3.75M +$190K +3,750 +5%

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.