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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
AFM
326
Andesa Financial Management
Pennsylvania
$1.48M +$1.48M +29,190 New
GIA
327
Gladstone Institutional Advisory
Florida
$1.48M +$205K +4,042 +16%
RWB
328
RMR Wealth Builders
New Jersey
$1.44M +$1.44M +28,299 New
ADBIC
329
A.D. Beadell Investment Counsel
Wisconsin
$1.43M +$1.18M +23,175 +461%
CTA
330
Chesley Taft & Associates
Illinois
$1.43M +$1.07M +21,000 +293%
CCM
331
Condor Capital Management
New Jersey
$1.35M +$594K +11,687 +78%
NWS
332
Newport Wealth Strategies
California
$1.31M +$160K +3,140 +14%
MG
333
Mather Group
Illinois
$1.31M -$417K -8,199 -24%
GRP
334
Global Retirement Partners
California
$1.29M +$185K +3,634 +17%
CCM
335
Colorado Capital Management
Colorado
$1.28M +$340K +6,682 +36%
JF
336
JSF Financial
California
$1.28M +$1.28M +25,185 New
DC
337
Davenport & Co
Virginia
$1.27M +$136K +2,685 +12%
WEPOG
338
Wealth Enhancement & Preservation of GA
Georgia
$1.26M +$340K +6,695 +37%
FAM
339
Formidable Asset Management
Ohio
$1.26M +$1.26M +24,800 New
HHGA
340
Halbert Hargrove Global Advisors
California
$1.25M +$1.25M +24,673 New
CPA
341
Capital Planning Advisors
California
$1.25M -$249K -4,895 -17%
HKAM
342
Horizon Kinetics Asset Management
New York
$1.23M -$82.4K -1,622 -6%
VWM
343
Vigilare Wealth Management
Arizona
$1.23M +$318K +6,250 +35%
EFS
344
Essex Financial Services
Connecticut
$1.21M +$7.11K +140 +0.6%
SYBT
345
Stock Yards Bank & Trust
Kentucky
$1.21M +$200K +3,930 +20%
TCM
346
Tradewinds Capital Management
Washington
$1.21M +$47K +924 +4%
OFS
347
Oldfather Financial Services
Nebraska
$1.2M +$292K +5,742 +32%
BEAM
348
Baker Ellis Asset Management
Washington
$1.2M +$116K +2,288 +11%
MIAN
349
Mariner Independent Advisor Network
Kansas
$1.19M +$458K +9,016 +63%
JWCA
350
J.W. Cole Advisors
Florida
$1.17M -$2.83M -55,776 -71%

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.