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JPMorgan Ultra-Short Income ETF

360 hedge funds and large institutions have $4.34B invested in JPMorgan Ultra-Short Income ETF in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

126% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 84

9% more funds holding

Funds holding: 331360 (+29)

7% more funds holding in top 10

Funds holding in top 10: 6873 (+5)

7% more capital invested

Capital invested by funds: $4.07B → $4.34B (+$273M)

6.22% less ownership

Funds ownership: 64.7%58.48% (-6.2%)

Holders
360
Holders Change
+29
Holders Change %
+8.76%
% of All Funds
7.82%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.59%
New
62
Increased
190
Reduced
84
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
326
US Bancorp
Minnesota
$140K
TCM
327
TD Capital Management
Tennessee
$136K +$21.9K +434 +19%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$126K +$353 +7 +0.3%
RCAG
329
Rehmann Capital Advisory Group
Michigan
$122K +$9.57K +190 +9%
FGAM
330
Financial Gravity Asset Management
Texas
$119K +$119K +2,354 New
VFA
331
Valeo Financial Advisors
Indiana
$118K +$118K +2,344 New
BCWM
332
Bartlett & Co Wealth Management
Ohio
$111K +$111K +2,200 New
BC
333
Bartlett & Co
Ohio
$111K +$111K +2,200 New
BWL
334
Bogart Wealth LLC
Virginia
$104K -$14.3M -283,159 -99%
MA
335
MUFG Americas
New York
$101K
FEG
336
Financial Enhancement Group
Indiana
$101K +$50.4K +1,000 +100%
BWM
337
BerganKDV Wealth Management
Minnesota
$100K
MWC
338
MBM Wealth Consultants
Missouri
$100K
CWM
339
Consultiva Wealth Management
Puerto Rico
$95K +$94.2K +1,870 New
DWM
340
Destination Wealth Management
California
$76K +$76.1K +1,510 New
SFA
341
Semmax Financial Advisors
North Carolina
$67K -$230K -4,559 -77%
PB
342
Pinnacle Bancorp
Nebraska
$62K
ETI
343
Enterprise Trust & Investment
California
$62K +$61.5K +1,221 New
AOWM
344
Alpha Omega Wealth Management
Virginia
$54K -$605 -12 -1%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$53K +$18K +358 +52%
PGAM
346
Princeton Global Asset Management
New Jersey
$45K +$45.3K +900 New
GSWM
347
Golden State Wealth Management
California
$41K +$41K +813 New
APA
348
American Portfolios Advisors
New York
$41K +$151 +3 +0.4%
LPWM
349
Lake Point Wealth Management
Texas
$40K
CI
350
CX Institutional
Indiana
$32K -$7.12M -141,358 -100%

JPST Hedge Fund Activity: Q2 2019 in Review

360 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2019, worth a combined $4.34B — up 6.7% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JPST positions and 26 closed out — a net gain of 36 holders — while 190 added to existing stakes and 84 trimmed.

The largest buyer was Wells Fargo, adding an estimated $141M. The largest seller was SignatureFD, cutting an estimated $111M.

  • 360 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2019, up from 331 in Q1 2019.
  • Funds reported $4.34B of JPMorgan Ultra-Short Income ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 62 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2019 and 26 closed out, a net change of +36 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2019 was Wells Fargo, an estimated $141M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2019 was SignatureFD, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.