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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
301
Evergreen Capital Management
Washington
$1.96M -$605K -11,897 -24%
CSPIA
302
Cary Street Partners Investment Advisory
Virginia
$1.93M +$1.48M +29,159 +330%
WP
303
WealthSource Partners
California
$1.89M +$722K +14,201 +62%
EIA
304
Eldridge Investment Advisors
New Hampshire
$1.85M -$203K -3,988 -10%
HWM
305
Howard Wealth Management
Connecticut
$1.85M +$206K +4,050 +13%
PIA
306
Perennial Investment Advisors
California
$1.84M -$365K -7,177 -17%
M&T Bank
307
M&T Bank
New York
$1.83M +$351K +6,916 +24%
CF
308
Copperwynd Financial
Arizona
$1.82M +$1.21M +23,757 +195%
HCIA
309
Hochman Cole Investment Advisors
Illinois
$1.78M -$142K -2,797 -7%
ATWA
310
Arbor Trust Wealth Advisors
Michigan
$1.74M +$89K +1,752 +5%
IAP
311
Indie Asset Partners
Indiana
$1.72M +$318K +6,265 +23%
LC
312
Lindbrook Capital
California
$1.68M +$389K +7,660 +30%
NI
313
Nepsis Inc
Minnesota
$1.67M -$414K -8,138 -20%
MAA
314
Matrix Asset Advisors
New York
$1.67M +$3K +59 +0.2%
APW
315
Acima Private Wealth
Virginia
$1.66M +$275K +5,412 +20%
FC
316
FCA Corp
Texas
$1.65M +$71K +1,397 +4%
TCWM
317
Total Clarity Wealth Management
Illinois
$1.65M +$162K +3,186 +11%
AO
318
Advisor OS
Illinois
$1.64M -$5.52M -108,710 -77%
VA
319
Valmark Advisers
Ohio
$1.62M +$1.42M +27,913 +693%
MWM
320
Maltin Wealth Management
New Jersey
$1.62M -$1.19M -23,413 -42%
Mariner
321
Mariner
Kansas
$1.61M +$184K +3,618 +13%
NA
322
NewEdge Advisors
Louisiana
$1.6M +$888K +17,482 +124%
DI
323
DFPG Investments
Utah
$1.6M -$241K -4,752 -13%
RJT
324
Raymond James Trust
Florida
$1.54M +$560K +11,024 +57%
SSWM
325
Sheets Smith Wealth Management
North Carolina
$1.53M +$300K +5,901 +24%

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.