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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
CAL
326
Capital Analysts LLC
Pennsylvania
$2.74M +$2.5M +49,307 +1,048%
AHC
327
Adell Harriman & Carpenter
Texas
$2.73M +$2.73M +53,865 New
PFA
328
Paradigm Financial Advisors
Missouri
$2.73M -$321K -6,321 -11%
AWM
329
Aries Wealth Management
Maine
$2.7M +$187K +3,690 +7%
VWA
330
V Wealth Advisors
Kansas
$2.68M -$154K -3,040 -5%
CTA
331
Chesley Taft & Associates
Illinois
$2.65M +$446K +8,800 +20%
TIM
332
Tortoise Investment Management
New York
$2.64M +$68.2K +1,344 +3%
WP
333
WealthPLAN Partners
Nebraska
$2.6M +$2.05M +40,417 +370%
NI
334
Nepsis Inc
Minnesota
$2.6M -$46.5K -917 -2%
WPA
335
West Paces Advisors
Georgia
$2.58M +$959K +18,901 +59%
SFWC
336
Strategic Family Wealth Counselors
New Jersey
$2.54M +$304K +5,988 +14%
Lido Advisors
337
Lido Advisors
California
$2.53M +$64K +1,261 +3%
NL
338
Navalign LLC
California
$2.52M +$1.34M +26,457 +114%
GA
339
GoalVest Advisory
New York
$2.5M +$116K +2,282 +5%
SC
340
Slow Capital
California
$2.46M +$78.5K +1,548 +3%
JWCA
341
J.W. Coons Advisors
Ohio
$2.45M +$110K +2,160 +5%
US Bancorp
342
US Bancorp
Minnesota
$2.44M +$1.95M +38,500 +397%
GKWIM
343
Gerber Kawasaki Wealth & Investment Management
California
$2.44M -$662K -13,045 -21%
SPIA
344
Steward Partners Investment Advisory
New York
$2.44M -$453K -8,924 -16%
TWP
345
Treybourne Wealth Planners
Indiana
$2.43M +$2.43M +47,925 New
LWMG
346
Levy Wealth Management Group
Pennsylvania
$2.43M +$1.16M +22,842 +92%
LSPW
347
Lake Street Private Wealth
Illinois
$2.41M +$1.96M +38,557 +429%
I2I
348
Insight 2811 Inc
Illinois
$2.38M -$86.5K -1,705 -4%
MC
349
Moors & Cabot
Massachusetts
$2.37M +$67.5K +1,331 +3%
SWM
350
Segment Wealth Management
Texas
$2.34M +$1.75M +34,500 +298%

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.