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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
PA
351
Paragon Advisors
Texas
$2.21M -$1.19M -23,502 -35%
EFS
352
Essex Financial Services
Connecticut
$2.21M +$706K +13,913 +47%
VWM
353
Venturi Wealth Management
Texas
$2.21M +$865K +17,030 +64%
CTA
354
Chesley Taft & Associates
Illinois
$2.2M +$322K +6,350 +17%
NFP
355
Narus Financial Partners
Utah
$2.19M +$2.2M +43,244 New
NFG
356
Next Financial Group
Texas
$2.19M +$529K +10,427 +32%
GCP
357
Gill Capital Partners
Colorado
$2.17M -$2.61M -51,330 -55%
PA
358
Pinnacle Associates
New York
$2.16M +$921K +18,144 +74%
TFA
359
Tobias Financial Advisors
Florida
$2.15M -$195K -3,834 -8%
WEPOG
360
Wealth Enhancement & Preservation of GA
Georgia
$2.15M +$718K +14,143 +50%
CRWM
361
Castle Rock Wealth Management
California
$2.15M -$165K -3,258 -7%
CWC
362
Carolinas Wealth Consulting
North Carolina
$2.12M +$2.03M +40,036 +2,317%
IA
363
Insight Advisors
Pennsylvania
$2.11M +$286K +5,640 +16%
PIMG
364
Patriot Investment Management Group
Tennessee
$2.1M +$1.57M +30,974 +298%
SC
365
Savant Capital
Illinois
$2.08M -$5.13M -101,002 -71%
JF
366
JSF Financial
California
$2M +$254K +4,995 +14%
OMC
367
Old Mission Capital
Illinois
$2M +$1.28M +25,271 +179%
MCC
368
Money Concepts Capital
Florida
$1.98M +$57.1K +1,124 +3%
WIA
369
Westbourne Investment Advisors
Maryland
$1.87M +$258K +5,087 +16%
CSPIA
370
Cary Street Partners Investment Advisory
Virginia
$1.86M -$178K -3,506 -9%
HCIA
371
Hochman Cole Investment Advisors
Illinois
$1.86M +$131K +2,576 +8%
SAM
372
SignalPoint Asset Management
Missouri
$1.85M -$150K -2,946 -7%
SSWM
373
Sheets Smith Wealth Management
North Carolina
$1.84M +$108K +2,118 +6%
EIA
374
Eldridge Investment Advisors
New Hampshire
$1.84M -$57.5K -1,133 -3%
CG
375
Colony Group
Massachusetts
$1.83M +$53.6K +1,055 +3%

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.