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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
BEAM
401
Baker Ellis Asset Management
Washington
$1.47M +$152K +3,002 +12%
SAF
402
Smith Anglin Financial
Texas
$1.46M +$648K +12,760 +79%
NF
403
Nikulski Financial
Iowa
$1.43M +$472K +9,289 +49%
BFEC
404
Benjamin F. Edwards & Company
Missouri
$1.43M +$550K +10,833 +63%
DIM
405
Delta Investment Management
California
$1.41M +$589K +11,604 +72%
AA
406
Advisory Alpha
Michigan
$1.41M +$1.41M +27,686 New
HH
407
Hilltop Holdings
Texas
$1.4M +$241K +4,750 +21%
GVAG
408
Great Valley Advisor Group
Delaware
$1.4M +$217K +4,270 +18%
MWM
409
Maltin Wealth Management
New Jersey
$1.39M -$138K -2,726 -9%
WS
410
Wedbush Securities
California
$1.38M +$385K +7,582 +39%
TLFA
411
True Link Financial Advisors
California
$1.35M +$1.11M +21,950 +472%
ECM
412
Evergreen Capital Management
Washington
$1.35M -$154K -3,025 -10%
SSB
413
Sandy Spring Bank
Maryland
$1.35M +$749K +14,757 +125%
BWA
414
BDO Wealth Advisors
Florida
$1.34M +$356K +7,004 +36%
LC
415
Lindbrook Capital
California
$1.32M +$289K +5,700 +28%
DWM
416
Darwin Wealth Management
Florida
$1.31M +$153K +3,012 +13%
VWM
417
Vigilare Wealth Management
Arizona
$1.3M -$1.34M -26,369 -51%
SCA
418
Snowden Capital Advisors
New York
$1.29M -$227K -4,478 -15%
LWMG
419
Levy Wealth Management Group
Pennsylvania
$1.27M +$250K +4,923 +25%
GRP
420
Global Retirement Partners
California
$1.25M +$182K +3,593 +17%
JWM
421
JGP Wealth Management
Oregon
$1.24M +$130K +2,561 +12%
CAS
422
Cascadia Advisory Services
Oregon
$1.23M +$1.23M +24,302 New
CCM
423
Colorado Capital Management
Colorado
$1.2M -$79.8K -1,571 -6%
PBF
424
Petix & Botte Financial
California
$1.18M +$258K +5,083 +28%
WMP
425
Wealth Management Partners
Arizona
$1.18M -$486K -9,564 -29%

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.