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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
TIAM2
301
Tru Independence Asset Management 2
Oregon
$2.95M +$2.75M +54,230 +1,398%
SFG
302
Sage Financial Group
Pennsylvania
$2.92M +$249K +4,906 +9%
SPIA
303
Steward Partners Investment Advisory
New York
$2.89M -$32.2K -635 -1%
HI
304
Harbour Investments
Wisconsin
$2.89M +$2.89M +56,909 New
VWA
305
V Wealth Advisors
Kansas
$2.84M +$492K +9,686 +21%
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$2.83M +$830K +16,353 +41%
CCM
307
Covington Capital Management
California
$2.83M +$2.02M +39,700 +248%
MA
308
MONECO Advisors
Connecticut
$2.83M -$560K -11,029 -17%
SBL
309
Sargent Bickham Lagudis
Colorado
$2.81M +$2.61M +51,423 +1,306%
ACM
310
Anfield Capital Management
California
$2.79M -$2.06M -40,660 -42%
NL
311
NVWM LLC
Pennsylvania
$2.79M +$26.3K +518 +1%
TIM
312
Total Investment Management
Arizona
$2.79M +$2.53M +49,727 +774%
Mariner
313
Mariner
Kansas
$2.79M -$321K -6,315 -10%
FWM
314
Foresight Wealth Management
Utah
$2.79M -$9.17M -180,502 -77%
FSG
315
Financial Strategies Group
Michigan
$2.78M -$274K -5,391 -9%
FAIM
316
Financial Advocates Investment Management
Washington
$2.78M -$2.73M -53,788 -49%
KF
317
Krilogy Financial
Missouri
$2.75M -$450K -8,870 -14%
WA
318
Winfield Associates
Ohio
$2.75M -$25.4K -500 -0.9%
WT
319
Whittier Trust
California
$2.73M +$2.4M +47,293 +721%
CA
320
Continuum Advisory
Idaho
$2.7M -$138K -2,708 -5%
NI
321
Nepsis Inc
Minnesota
$2.65M -$43.7K -860 -2%
LAS
322
Lloyd Advisory Services
Georgia
$2.64M +$2.6M +51,177 +6,629%
BAAM
323
Baker Avenue Asset Management
California
$2.62M -$147K -2,889 -5%
Cetera Investment Advisers
324
Cetera Investment Advisers
Illinois
$2.58M -$46M -904,948 -95%
TIM
325
Tortoise Investment Management
New York
$2.58M -$538K -10,591 -17%

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.