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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
Lido Advisors
301
Lido Advisors
California
$3.71M +$1.18M +23,256 +47%
SB
302
Sunflower Bank
Texas
$3.68M -$747K -14,737 -17%
BFA
303
Beacon Financial Advisory
Ohio
$3.66M -$185K -3,655 -5%
Brown Advisory
304
Brown Advisory
Maryland
$3.65M +$3.65M +71,955 New
WPA
305
West Paces Advisors
Georgia
$3.65M +$1.07M +21,130 +42%
KF
306
Krilogy Financial
Missouri
$3.63M -$391K -7,714 -10%
JIC
307
Joel Isaacson & Co
New York
$3.62M +$3.62M +71,446 New
MML Investors Services
308
MML Investors Services
Massachusetts
$3.62M +$40.3K +795 +1%
PWMAG
309
Pinnacle Wealth Management Advisory Group
New Jersey
$3.6M -$108K -2,130 -3%
CWA
310
Centennial Wealth Advisory
Michigan
$3.57M -$10.9K -215 -0.3%
PCIA
311
Prime Capital Investment Advisors
Kansas
$3.54M -$2.94M -58,042 -45%
CG
312
CFO4Life Group
Texas
$3.53M -$171K -3,374 -5%
HFM
313
Hartford Financial Management
Connecticut
$3.53M +$4.97K +98 +0.1%
NA
314
NewEdge Advisors
Louisiana
$3.52M +$2.01M +39,596 +133%
ACA
315
Aptus Capital Advisors
Alabama
$3.46M -$704K -13,887 -17%
HIM
316
HawsGoodwin Investment Management
Tennessee
$3.44M -$396K -7,798 -10%
AAS
317
Avantax Advisory Services
Texas
$3.43M +$74.1K +1,461 +2%
PA
318
Planning Alternatives
Michigan
$3.41M -$689K -13,578 -17%
AWM
319
Aries Wealth Management
Maine
$3.31M +$609K +12,000 +23%
SFG
320
Sage Financial Group
Pennsylvania
$3.3M +$313K +6,164 +10%
UWM
321
USAdvisors Wealth Management
Minnesota
$3.27M -$40.2K -793 -1%
HWM
322
Howard Wealth Management
Connecticut
$3.24M -$128K -2,532 -4%
JWM
323
JGP Wealth Management
Oregon
$3.16M +$263K +5,190 +9%
TIA
324
Tiemann Investment Advisors
California
$3.16M +$80.2K +1,581 +3%
BMWM
325
Brown Miller Wealth Management
Virginia
$3.14M -$598K -11,795 -16%

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.