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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
AA
351
Advisory Alpha
Michigan
$2.33M +$930K +18,334 +66%
SC
352
Savant Capital
Illinois
$2.29M +$209K +4,120 +10%
FSG
353
Financial Strategies Group
Michigan
$2.29M -$494K -9,742 -18%
CCM
354
Condor Capital Management
New Jersey
$2.26M +$1.24M +24,500 +122%
ACM
355
Alpha Capital Management
Texas
$2.24M +$5.53K +109 +0.2%
SW
356
SlateStone Wealth
Florida
$2.24M -$950K -18,727 -30%
EFS
357
Essex Financial Services
Connecticut
$2.21M
JF
358
JSF Financial
California
$2.21M +$207K +4,073 +10%
NFG
359
Next Financial Group
Texas
$2.1M -$89.2K -1,758 -4%
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$2.09M +$528K +10,402 +34%
TFA
361
Tobias Financial Advisors
Florida
$2.07M -$85K -1,676 -4%
PWP
362
Principle Wealth Partners
Connecticut
$2.04M -$299K -5,887 -13%
IC
363
Inscription Capital
Texas
$2.04M +$2.04M +40,279 New
EH
364
Equitable Holdings
New York
$2.03M -$205K -4,040 -9%
MA
365
MONECO Advisors
Connecticut
$2M -$823K -16,213 -29%
AFS
366
Access Financial Services
Minnesota
$1.99M -$8.57M -168,835 -81%
ANTB
367
AMG National Trust Bank
Colorado
$1.94M -$2.06M -40,567 -51%
AI
368
Atria Investments
North Carolina
$1.94M -$585K -11,533 -23%
SAM
369
SignalPoint Asset Management
Missouri
$1.93M +$86.7K +1,709 +5%
FAIM
370
Financial Advocates Investment Management
Washington
$1.9M -$884K -17,421 -32%
RPCA
371
Running Point Capital Advisors
California
$1.9M +$412K +8,117 +28%
NCM
372
Next Capital Management
New York
$1.88M -$1.98M -38,940 -51%
RPWA
373
Regent Peak Wealth Advisors
Georgia
$1.87M -$539K -10,618 -22%
RJT
374
Raymond James Trust
Florida
$1.87M +$700K +13,790 +60%
Mariner
375
Mariner
Kansas
$1.87M -$919K -18,109 -33%

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.