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JPMorgan Ultra-Short Income ETF
JPST

374 hedge funds and large institutions have $5.01B invested in JPMorgan Ultra-Short Income ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 205 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 103

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $4.34B → $5.01B (+$662M)

4% more funds holding

Funds holding: 360 → 374 (+14)

1.4% less ownership

Funds ownership: 58.48% → 57.08% (-1.4%)

5% less funds holding in top 10

Funds holding in top 10: 73 → 69 (-4)

Holders
374
Holders Change
+14
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.51%
New
38
Increased
205
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
2
Morgan Stanley
Morgan Stanley
New York
+$112M
3
3AM
3EDGE Asset Management
Florida
+$57.3M
4
UBS Group
UBS Group
Switzerland
+$47.3M
5
RJA
Raymond James & Associates
Florida
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
-$40.8M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$19M
3
PWAG
Polaris Wealth Advisory Group
California
-$14.4M
4
IWS
Insight Wealth Strategies
California
-$14.3M
5
LA
Lau Associates
Delaware
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
UB
376
UMB Bank
Missouri
$400 – – –
BHWA
377
Beacon Harbor Wealth Advisors
Virginia
– -$19M -377,518 Closed
PFG
378
Pacific Financial Group
Washington
– -$9.84M -195,537 Closed
EWM
379
Elmwood Wealth Management
California
– -$3.19M -63,375 Closed
RFN
380
RDA Financial Network
Iowa
– -$1.34M -26,541 Closed
OMC
381
Old Mission Capital
Illinois
– -$720K -14,298 Closed
MMA
382
Miracle Mile Advisors
California
– -$582K -11,540 Closed
WC
383
Weil Company
California
– -$377K -7,490 Closed
CCP
384
Clarkston Capital Partners
Michigan
– -$307K -6,093 Closed
BAM
385
Belpointe Asset Management
Nevada
– -$278K -5,516 Closed
IFWM
386
Institute for Wealth Management
Colorado
– -$259K -5,135 Closed
ICM
387
Intrepid Capital Management
Florida
– -$207K -4,107 Closed
VAM
388
Verity Asset Management
North Carolina
– -$206K -4,098 Closed
Mariner
389
Mariner
Kansas
– -$202K -4,000 Closed
US Bancorp
390
US Bancorp
Minnesota
– -$140K -2,778 Closed
RCAG
391
Rehmann Capital Advisory Group
Michigan
– -$122K -2,418 Closed
DWM
392
Destination Wealth Management
California
– -$76K -1,510 Closed
NC
393
NewSquare Capital
Pennsylvania
– -$16K -325 Closed
CIM
394
Contravisory Investment Management
Massachusetts
– -$5K -94 Closed
FCA
395
FinTrust Capital Advisors
South Carolina
– -$3K -62 Closed
PMFA
396
Plante Moran Financial Advisors
Michigan
– -$2K -39 Closed
12 13 14 15
16

JPST Hedge Fund Activity: Q3 2019 in Review

374 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2019, worth a combined $5.01B — up 15% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JPST positions and 20 closed out — a net gain of 18 holders — while 205 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $136M. The largest seller was AJ Wealth Strategies, cutting an estimated $40.8M.

  • 374 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2019, up from 360 in Q2 2019.
  • Funds reported $5.01B of JPMorgan Ultra-Short Income ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 38 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2019 and 20 closed out, a net change of +18 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2019 was Fidelity Investments, an estimated $136M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2019 was AJ Wealth Strategies, an estimated $40.8M sold.

Based on aggregated 13F filings for Q3 2019.