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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
PIMG
376
Patriot Investment Management Group
Tennessee
$847K -$21.9K -430 -3%
AP
377
Americana Partners
Texas
$844K +$64.9K +1,278 +8%
BFEC
378
Benjamin F. Edwards & Company
Missouri
$841K +$365K +7,190 +77%
HR
379
Hayden Royal
North Carolina
$841K +$842K +16,572 New
FIA
380
Foundations Investment Advisors
Arizona
$821K -$1.1M -21,610 -57%
PCM
381
Parsons Capital Management
Rhode Island
$821K +$50.3K +990 +7%
FEG
382
Financial Enhancement Group
Indiana
$820K -$152K -3,000 -16%
AWM
383
Atticus Wealth Management
Florida
$820K +$780K +15,346 +1,918%
PG
384
Proffitt & Goodson
Tennessee
$815K +$815K +16,040 New
B
385
Bailard
California
$815K +$815K +16,046 New
WPA
386
West Paces Advisors
Georgia
$814K +$99.8K +1,965 +14%
IWC
387
Integrated Wealth Concepts
Massachusetts
$813K -$331K -6,505 -29%
SC
388
Scotia Capital
Ontario, Canada
$806K -$261K -5,132 -24%
1IA
389
1834 Investment Advisors
Wisconsin
$791K -$69.7K -1,371 -8%
BRWM
390
B. Riley Wealth Management
Tennessee
$791K +$791K +15,576 New
MTC
391
Matrix Trust Company
Colorado
$789K -$172K -3,384 -18%
KWM
392
Kingsview Wealth Management
Oregon
$789K +$8.64K +170 +1%
RFN
393
RDA Financial Network
Iowa
$783K -$5.08K -100 -0.6%
JWM
394
JGP Wealth Management
Oregon
$768K +$769K +15,134 New
OC
395
Oppenheimer & Co
New York
$761K +$40.7K +800 +6%
SC
396
Slow Capital
California
$755K +$319K +6,287 +73%
Creative Planning
397
Creative Planning
Kansas
$745K +$745K +14,660 New
TCA
398
Transcend Capital Advisors
New Jersey
$743K +$743K +14,629 New
GPWA
399
Great Point Wealth Advisors
Massachusetts
$727K
APP
400
Avantax Planning Partners
Iowa
$723K -$268K -5,275 -27%

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.