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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
SWM
401
Segment Wealth Management
Texas
$697K +$102K +2,000 +17%
HFS
402
Howard Financial Services
Texas
$696K +$696K +13,695 New
WS
403
Wedbush Securities
California
$695K -$193K -3,808 -22%
NEPWA
404
New England Private Wealth Advisors
Massachusetts
$671K +$1.83K +36 +0.3%
TI
405
Tidal Investments
Wisconsin
$664K +$457 +9 +0.1%
HR
406
Hardy Reed
Mississippi
$652K
TA
407
TFG Advisers
Michigan
$644K +$644K +12,682 New
SMG
408
Smart Money Group
Texas
$642K +$642K +12,640 New
BCI
409
Brinker Capital Investments
Pennsylvania
$614K +$136K +2,668 +28%
DE
410
Day & Ennis
Georgia
$606K +$607K +11,938 New
PBF
411
Petix & Botte Financial
California
$595K +$813 +16 +0.1%
CAG
412
Csenge Advisory Group
Florida
$590K -$404K -7,948 -41%
WP
413
WealthPLAN Partners
Nebraska
$581K -$35.8K -705 -6%
RFA
414
Reilly Financial Advisors
California
$569K +$112K +2,200 +24%
FHA
415
First Horizon Advisors
Tennessee
$565K -$29K -570 -5%
CHJWM
416
Carlton Hofferkamp & Jenks Wealth Management
Texas
$563K +$564K +11,100 New
SAM
417
Secure Asset Management
Michigan
$558K -$201K -3,959 -26%
T2I
418
Turim 21 Investimentos
Brazil
$553K
SWA
419
Stratos Wealth Advisors
Ohio
$544K +$137K +2,693 +34%
SSWM
420
Smith Salley Wealth Management
North Carolina
$541K +$541K +10,654 New
CG
421
CFO4Life Group
Texas
$540K +$130K +2,551 +32%
GM
422
GeoWealth Management
Illinois
$537K -$5.65M -111,109 -91%
NB
423
Northwest Bancshares
Pennsylvania
$534K -$100K -1,972 -16%
PFA
424
Plotkin Financial Advisors
Maryland
$531K +$531K +10,455 New
CAN
425
Claraphi Advisory Network
United States
$526K -$65.7K -1,293 -11%

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.