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JPMorgan Ultra-Short Income ETF

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 21

65% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 119

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

24% more funds holding

Funds holding: 374462 (+88)

17% more capital invested

Capital invested by funds: $5.01B → $5.86B (+$849M)

1.16% more ownership

Funds ownership: 57.08%58.24% (+1.2%)

Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.1%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.91%
New
117
Increased
196
Reduced
119
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
301
Realta Investment Advisors
Delaware
$942K +$505 +10 +0.1%
LFAS
302
Level Four Advisory Services
Texas
$933K -$45.3K -897 -5%
SAM
303
Secure Asset Management
Michigan
$928K +$929K +18,407 New
FHA
304
First Horizon Advisors
Tennessee
$924K -$1.05M -20,897 -53%
HFM
305
Hartford Financial Management
Connecticut
$919K +$218K +4,324 +31%
MMM
306
Mendel Money Management
Illinois
$915K +$578K +11,450 +171%
TCWM
307
Total Clarity Wealth Management
Illinois
$907K +$907K +17,977 New
WS
308
Wedbush Securities
California
$898K -$8.48K -168 -0.9%
SW
309
SteelPeak Wealth
California
$850K +$851K +16,854 New
AWM
310
Aprio Wealth Management
Georgia
$835K +$835K +16,550 New
BFG
311
Bouchey Financial Group
New York
$833K +$2.27K +45 +0.3%
AMIM
312
Aull & Monroe Investment Management
Alabama
$829K +$122K +2,418 +17%
OFS
313
OneAscent Financial Services
Alabama
$829K +$830K +16,435 New
APSP
314
Asset Planning Services (Pennsylvania)
Pennsylvania
$825K +$6.97K +138 +0.9%
BAC
315
Boys Arnold & Co
North Carolina
$801K +$125K +2,474 +18%
CFD
316
Creative Financial Designs
Indiana
$793K -$200K -3,961 -20%
RFN
317
RDA Financial Network
Iowa
$787K +$786K +15,569 New
CF
318
Copperwynd Financial
Arizona
$768K -$505K -10,013 -40%
OC
319
Oppenheimer & Co
New York
$760K -$212K -4,202 -22%
EFS
320
Essex Financial Services
Connecticut
$749K +$345K +6,843 +85%
LAS
321
Lloyd Advisory Services
Georgia
$749K +$749K +14,845 New
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$741K +$742K +14,697 New
SI
323
Stephens Inc
Arkansas
$736K -$10.1K -200 -1%
BCA
324
Berman Capital Advisors
Georgia
$734K
CFA
325
Carroll Financial Associates
North Carolina
$732K +$352K +6,980 +93%

JPST Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2019, worth a combined $5.86B — up 17% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new JPST positions and 21 closed out — a net gain of 96 holders — while 196 added to existing stakes and 119 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $178M. The largest seller was Guggenheim Capital, cutting an estimated $32.5M.

  • 462 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $5.86B of JPMorgan Ultra-Short Income ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 117 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2019 and 21 closed out, a net change of +96 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $178M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2019 was Guggenheim Capital, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2019.