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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
AAS
301
Avantax Advisory Services
Texas
$3.35M +$358K +7,061 +12%
UWM
302
USAdvisors Wealth Management
Minnesota
$3.31M -$108K -2,131 -3%
BCP
303
Blue Chip Partners
Michigan
$3.31M -$619K -12,197 -16%
SCA
304
Snowden Capital Advisors
New York
$3.27M +$1.98M +39,017 +153%
VWM
305
Venturi Wealth Management
Texas
$3.16M +$950K +18,722 +43%
EP
306
Eudaimonia Partners
Tennessee
$3.1M -$1.14M -22,476 -27%
OCPWS
307
One Charles Private Wealth Services
Massachusetts
$3.09M +$2.16M +42,622 +232%
TIA
308
Tiemann Investment Advisors
California
$3.08M +$30.5K +602 +1%
SWM
309
Spire Wealth Management
Virginia
$3.05M -$58.7M -1,157,120 -95%
OC
310
Oppenheimer & Co
New York
$3.02M +$1.9M +37,424 +170%
CA
311
CGN Advisors
Kansas
$3.01M +$615K +12,118 +26%
SFG
312
Sage Financial Group
Pennsylvania
$2.99M +$71.8K +1,416 +2%
NL
313
NWAM LLC
Washington
$2.99M -$7.56K -149 -0.3%
BAAM
314
Baker Avenue Asset Management
California
$2.98M +$362K +7,136 +14%
AF
315
Affiance Financial
Minnesota
$2.98M -$2.11M -41,507 -41%
MM
316
Main Management
California
$2.97M -$1.8M -35,467 -38%
Cetera Investment Advisers
317
Cetera Investment Advisers
Illinois
$2.9M +$323K +6,358 +12%
JWM
318
JGP Wealth Management
Oregon
$2.9M +$1.67M +32,839 +135%
BL
319
BFSG LLC
California
$2.88M +$369K +7,269 +15%
HIM
320
Hotaling Investment Management
Pennsylvania
$2.88M -$131K -2,581 -4%
WA
321
Winfield Associates
Ohio
$2.83M +$81.2K +1,600 +3%
REMPR
322
Roof Eidam Maycock Peralta (REMP)
California
$2.83M -$166K -3,280 -6%
AA
323
Auxano Advisors
Washington
$2.76M +$300K +5,917 +12%
LWAC
324
Laurel Wealth Advisors (California)
California
$2.76M +$1.23M +24,290 +81%
Citigroup
325
Citigroup
New York
$2.75M -$868K -17,098 -24%

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.