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JPMorgan Ultra-Short Income ETF

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

16% more funds holding in top 10

Funds holding in top 10: 114132 (+18)

7% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$745M)

1% more funds holding

Funds holding: 690698 (+8)

8% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 277

0.75% more ownership

Funds ownership: 59.53%60.29% (+0.75%)

Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.22%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.31%
New
64
Increased
299
Reduced
277
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
351
Tortoise Investment Management
New York
$2.57M -$72.2K -1,424 -3%
Millennium Management
352
Millennium Management
New York
$2.57M -$6.85M -135,012 -73%
NI
353
Nepsis Inc
Minnesota
$2.56M -$37.4K -738 -1%
CAL
354
Capital Analysts LLC
Pennsylvania
$2.56M -$179K -3,535 -7%
PFA
355
Paradigm Financial Advisors
Missouri
$2.47M -$256K -5,044 -9%
AA
356
Advisory Alpha
Michigan
$2.47M +$133K +2,630 +6%
AI
357
Atria Investments
North Carolina
$2.45M +$513K +10,110 +26%
VWM
358
Venturi Wealth Management
Texas
$2.45M -$711K -14,027 -23%
Mariner
359
Mariner
Kansas
$2.42M +$556K +10,958 +30%
CC
360
Courier Capital
New York
$2.42M +$2.42M +47,634 New
NL
361
Navalign LLC
California
$2.38M -$137K -2,703 -5%
FEG
362
Financial Enhancement Group
Indiana
$2.35M +$615K +12,124 +35%
WT
363
Whittier Trust
California
$2.33M +$2M +39,400 +601%
WP
364
WealthPLAN Partners
Nebraska
$2.32M -$277K -5,460 -11%
SWM
365
Sanctuary Wealth Management
Idaho
$2.27M +$413K +8,152 +22%
GF
366
Gries Financial
Ohio
$2.15M +$2.15M +42,398 New
TFA
367
Tobias Financial Advisors
Florida
$2.13M +$65.1K +1,283 +3%
ANTB
368
AMG National Trust Bank
Colorado
$2.13M +$189K +3,725 +10%
PA
369
Parallel Advisors
California
$2.11M +$1.51M +29,774 +251%
TLFA
370
True Link Financial Advisors
California
$2.11M +$507K +10,000 +32%
SCA
371
Snowden Capital Advisors
New York
$2.11M -$1.16M -22,952 -36%
MM
372
Main Management
California
$2.06M -$909K -17,919 -31%
GVAG
373
Great Valley Advisor Group
Delaware
$2.06M +$648K +12,783 +46%
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$2.05M +$775K +15,279 +61%
SSWM
375
Sheets Smith Wealth Management
North Carolina
$2.03M +$278K +5,477 +16%

JPST Hedge Fund Activity: Q3 2021 in Review

698 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2021, worth a combined $11.1B — up 7.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JPST positions and 41 closed out — a net gain of 23 holders — while 299 added to existing stakes and 277 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $205M.

  • 698 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2021, up from 690 in Q2 2021.
  • Funds reported $11.1B of JPMorgan Ultra-Short Income ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 64 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2021 and 41 closed out, a net change of +23 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2021 was Fidelity Investments, an estimated $285M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2021 was JP Morgan Chase, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2021.