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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
CA
326
Crewe Advisors
Utah
$2.56M +$1.86M +36,696 +268%
M&T Bank
327
M&T Bank
New York
$2.54M +$341K +6,715 +15%
AI
328
Atria Investments
North Carolina
$2.53M -$582K -11,463 -19%
BL
329
BFSG LLC
California
$2.52M -$1.57M -30,954 -38%
AWM
330
Aries Wealth Management
Maine
$2.51M +$331K +6,520 +15%
I2I
331
Insight 2811 Inc
Illinois
$2.47M +$10.3K +202 +0.4%
Lido Advisors
332
Lido Advisors
California
$2.46M +$55.8K +1,098 +2%
AA
333
Auxano Advisors
Washington
$2.46M -$383K -7,552 -13%
SC
334
Slow Capital
California
$2.46M +$1.18M +23,274 +98%
CWA
335
Centennial Wealth Advisory
Michigan
$2.43M +$298K +5,872 +14%
RPWA
336
Regent Peak Wealth Advisors
Georgia
$2.41M +$1.37M +27,032 +132%
CA
337
CGN Advisors
Kansas
$2.4M -$773K -15,225 -24%
GA
338
GoalVest Advisory
New York
$2.38M +$127K +2,507 +6%
PWP
339
Principle Wealth Partners
Connecticut
$2.34M -$336K -6,616 -13%
JWCA
340
J.W. Coons Advisors
Ohio
$2.34M +$216K +4,247 +10%
NL
341
Navalign LLC
California
$2.34M +$1.17M +23,134 New
AIC
342
Ameritas Investment Company
Nebraska
$2.32M +$1.67M +32,986 +260%
MC
343
Moors & Cabot
Massachusetts
$2.31M -$851K -16,751 -27%
DI
344
DFPG Investments
Utah
$2.29M +$282K +5,556 +14%
WIA
345
Wealthstreet Investment Advisors
Texas
$2.29M -$168K -3,300 -7%
CC
346
Callan Capital
California
$2.29M +$810K +15,951 +55%
EH
347
Equitable Holdings
New York
$2.23M -$699K -13,756 -24%
ACM
348
Alpha Capital Management
Texas
$2.23M +$524K +10,311 +31%
SFWC
349
Strategic Family Wealth Counselors
New Jersey
$2.23M +$1.54M +30,314 +222%
CI
350
CAZ Investments
Texas
$2.22M -$4.65M -91,530 -68%

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.