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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
SDH
376
Sloy Dahl & Holst
Washington
$1.82M +$849K +16,720 +88%
TCWM
377
Total Clarity Wealth Management
Illinois
$1.8M +$32.8K +645 +2%
PIA
378
Perennial Investment Advisors
California
$1.8M -$455K -8,968 -20%
NA
379
NewEdge Advisors
Louisiana
$1.77M -$282K -5,558 -14%
BO
380
BRR OpCo
Ohio
$1.75M +$1.75M +34,380 New
KWM
381
Kingsview Wealth Management
Oregon
$1.72M +$921K +18,132 +115%
SMG
382
Spectrum Management Group
Indiana
$1.7M -$199K -3,923 -10%
ATWA
383
Arbor Trust Wealth Advisors
Michigan
$1.7M -$114K -2,244 -6%
SWM
384
Sanctuary Wealth Management
Idaho
$1.7M -$276K -5,430 -14%
RWB
385
RMR Wealth Builders
New Jersey
$1.67M +$129K +2,540 +8%
FC
386
FCA Corp
Texas
$1.67M +$50.9K +1,002 +3%
WPA
387
West Paces Advisors
Georgia
$1.62M +$310K +6,113 +24%
CIAS
388
Capital Investment Advisory Services
North Carolina
$1.6M +$1.6M +31,509 New
GIA
389
Gladstone Institutional Advisory
Florida
$1.6M +$407K +8,013 +34%
KCM
390
Karp Capital Management
California
$1.59M +$20.6K +405 +1%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$1.35M +26,508 +604%
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$1.56M +$531K +10,460 +51%
HIP
393
HUB Investment Partners
Texas
$1.53M -$260K -5,123 -14%
TCM
394
Tradewinds Capital Management
Washington
$1.53M -$113K -2,222 -7%
LWAC
395
Laurel Wealth Advisors (California)
California
$1.53M -$473K -9,320 -24%
TWM
396
TriaGen Wealth Management
California
$1.51M +$271K +5,329 +22%
RPCA
397
Running Point Capital Advisors
California
$1.49M +$250K +4,923 +20%
NFP
398
Novak Financial Planning
Maryland
$1.48M +$932K +18,360 +170%
DC
399
Davenport & Co
Virginia
$1.47M +$82.4K +1,622 +6%
NC
400
NovaPoint Capital
Georgia
$1.47M -$212K -4,168 -13%

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.