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JPMorgan Ultra-Short Income ETF

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02%59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
401
1900 Wealth Management
Texas
$1.58M -$498K -9,806 -24%
BEAM
402
Baker Ellis Asset Management
Washington
$1.58M +$113K +2,235 +8%
MWM
403
Maltin Wealth Management
New Jersey
$1.56M +$180K +3,550 +13%
BWA
404
BDO Wealth Advisors
Florida
$1.51M +$175K +3,450 +13%
NA
405
NewEdge Advisors
Louisiana
$1.51M -$258K -5,093 -15%
WCFA
406
Walkner Condon Financial Advisors
Wisconsin
$1.51M +$647K +12,749 +75%
DC
407
Davenport & Co
Virginia
$1.48M +$10.6K +209 +0.7%
AC
408
Asio Capital
Kentucky
$1.46M +$1.45M +28,675 New
CAM
409
Cresset Asset Management
Illinois
$1.43M -$17M -334,610 -92%
PBF
410
Petix & Botte Financial
California
$1.42M +$235K +4,625 +20%
VFIC
411
Valley Forge Investment Consultants
Pennsylvania
$1.41M +$270K +5,331 +24%
GVAG
412
Great Valley Advisor Group
Delaware
$1.41M +$15.7K +310 +1%
DIM
413
Delta Investment Management
California
$1.39M -$19K -374 -1%
WEPOG
414
Wealth Enhancement & Preservation of GA
Georgia
$1.36M -$788K -15,525 -37%
WS
415
Wedbush Securities
California
$1.36M -$21.1K -415 -2%
IWM
416
IHT Wealth Management
Illinois
$1.35M +$476K +9,385 +54%
HIP
417
HUB Investment Partners
Texas
$1.31M -$225K -4,435 -15%
HH
418
Hilltop Holdings
Texas
$1.31M -$89.4K -1,762 -6%
GM
419
GeoWealth Management
Illinois
$1.3M +$1.3M +25,643 New
NC
420
NovaPoint Capital
Georgia
$1.3M -$176K -3,475 -12%
CSPIA
421
Cary Street Partners Investment Advisory
Virginia
$1.28M -$583K -11,491 -31%
TWM
422
TriaGen Wealth Management
California
$1.27M -$240K -4,722 -16%
GRP
423
Global Retirement Partners
California
$1.27M +$14.3K +282 +1%
PIMG
424
Patriot Investment Management Group
Tennessee
$1.24M -$857K -16,886 -41%
PIA
425
Perennial Investment Advisors
California
$1.22M -$577K -11,377 -32%

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.