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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
NF
376
Nikulski Financial
Iowa
$2.01M +$146K +2,882 +8%
EH
377
Equitable Holdings
New York
$2M -$28.3K -557 -1%
CCP
378
Clarkston Capital Partners
Michigan
$1.99M +$1.74M +34,275 +696%
RPCA
379
Running Point Capital Advisors
California
$1.98M +$72.9K +1,438 +4%
RJT
380
Raymond James Trust
Florida
$1.96M +$91.6K +1,806 +5%
PWP
381
Principle Wealth Partners
Connecticut
$1.96M -$86.4K -1,703 -4%
US Bancorp
382
US Bancorp
Minnesota
$1.93M -$514K -10,126 -21%
SAM
383
SignalPoint Asset Management
Missouri
$1.93M -$3.65K -72 -0.2%
WIA
384
Westbourne Investment Advisors
Maryland
$1.92M +$72K +1,420 +4%
DI
385
DFPG Investments
Utah
$1.91M +$132K +2,607 +7%
MC
386
Moors & Cabot
Massachusetts
$1.87M -$505K -9,954 -21%
SWM
387
Segment Wealth Management
Texas
$1.85M -$486K -9,580 -21%
EIA
388
Eldridge Investment Advisors
New Hampshire
$1.84M +$40.6K +800 +2%
NFG
389
Next Financial Group
Texas
$1.81M -$295K -5,813 -14%
MA
390
MBA Advisors
Pennsylvania
$1.76M +$288K +5,683 +20%
ATWA
391
Arbor Trust Wealth Advisors
Michigan
$1.71M
SDH
392
Sloy Dahl & Holst
Washington
$1.7M
SW
393
SlateStone Wealth
Florida
$1.7M -$532K -10,484 -24%
ACM
394
Anfield Capital Management
California
$1.7M +$10.9K +215 +0.6%
TCWM
395
Total Clarity Wealth Management
Illinois
$1.66M -$112K -2,205 -6%
FC
396
FCA Corp
Texas
$1.65M -$38.6K -761 -2%
HH
397
Hilltop Holdings
Texas
$1.64M +$331K +6,521 +25%
WCFA
398
Walkner Condon Financial Advisors
Wisconsin
$1.63M +$130K +2,571 +9%
FAIM
399
Financial Advocates Investment Management
Washington
$1.63M -$268K -5,288 -14%
AUB
400
Atlantic Union Bankshares
Virginia
$1.63M -$2.04M -40,280 -56%

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.