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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
PCMC
351
Private Capital Management (Colorado)
Colorado
$1.12M +$86.5K +1,702 +8%
IAN
352
Integrated Advisors Network
Texas
$1.11M +$323K +6,358 +41%
AMIM
353
Aull & Monroe Investment Management
Alabama
$1.1M +$92.5K +1,820 +9%
DIM
354
Delta Investment Management
California
$1.09M +$2.74K +54 +0.3%
SDH
355
Sloy Dahl & Holst
Washington
$1.08M +$112K +2,200 +11%
CM
356
Capital Management
Virginia
$1.08M +$96.6K +1,901 +10%
CWA
357
Capital Wealth Alliance
Arizona
$1.03M +$138K +2,707 +15%
GVAG
358
Great Valley Advisor Group
Delaware
$1.02M +$587K +11,551 +134%
TP
359
Tranquility Partners
Tennessee
$1.02M +$646K +12,719 +172%
AIC
360
Ameritas Investment Company
Nebraska
$992K
PPW
361
Pasadena Private Wealth
California
$982K +$982K +19,330 New
KPWS
362
Kestra Private Wealth Services
Texas
$978K +$978K +19,250 New
CPW
363
Catalyst Private Wealth
California
$971K +$971K +19,113 New
LFAS
364
Level Four Advisory Services
Texas
$967K -$48.6K -956 -5%
MMM
365
Mendel Money Management
Illinois
$957K +$9.65K +190 +1%
SCA
366
Snowden Capital Advisors
New York
$956K -$122K -2,401 -11%
WWM
367
Western Wealth Management
Colorado
$946K +$339K +6,677 +56%
NF
368
Nikulski Financial
Iowa
$936K +$203K +4,000 +28%
KP
369
Keel Point
Alabama
$910K -$200K -3,933 -18%
HH
370
Hilltop Holdings
Texas
$898K +$898K +17,670 New
FAAS
371
First Allied Advisory Services
California
$896K -$668K -13,147 -43%
RIA
372
Realta Investment Advisors
Delaware
$888K +$204K +4,009 +30%
IWM
373
IHT Wealth Management
Illinois
$870K -$49.6K -977 -5%
VWA
374
Visionary Wealth Advisors
Illinois
$863K +$71.9K +1,414 +9%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$850K +$850K +16,732 New

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.