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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
GRP
401
Global Retirement Partners
California
$1.55M +$283K +5,581 +22%
MA
402
MONECO Advisors
Connecticut
$1.55M -$454K -8,945 -23%
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$1.55M -$542K -10,682 -26%
DC
404
Davenport & Co
Virginia
$1.55M +$62.2K +1,226 +4%
QWM
405
Quaker Wealth Management
New Jersey
$1.55M +$1.55M +30,486 New
TCM
406
Tradewinds Capital Management
Washington
$1.54M -$141K -2,786 -8%
WPW
407
Waldron Private Wealth
Pennsylvania
$1.51M +$1.51M +29,750 New
HCIA
408
Hochman Cole Investment Advisors
Illinois
$1.5M -$110K -2,161 -7%
IWN
409
Independent Wealth Network
Iowa
$1.49M +$1.5M +29,478 New
IA
410
Insight Advisors
Pennsylvania
$1.48M -$326K -6,431 -18%
TWM
411
TriaGen Wealth Management
California
$1.46M +$191K +3,761 +15%
CA
412
Continuum Advisory
Idaho
$1.45M -$302K -5,952 -17%
RPWA
413
Regent Peak Wealth Advisors
Georgia
$1.45M -$421K -8,307 -22%
DIM
414
Delta Investment Management
California
$1.45M +$55.6K +1,096 +4%
WEPOG
415
Wealth Enhancement & Preservation of GA
Georgia
$1.42M +$49.9K +983 +4%
AP
416
Americana Partners
Texas
$1.41M +$312K +6,143 +28%
CG
417
Colony Group
Massachusetts
$1.4M -$299K -5,898 -18%
VWA
418
V Wealth Advisors
Kansas
$1.38M -$1.3M -25,593 -48%
MSS
419
Mitchell Sinkler & Starr
Pennsylvania
$1.38M +$350K +6,900 +34%
BRWM
420
B. Riley Wealth Management
Tennessee
$1.35M +$1.12M +22,084 +490%
WS
421
Wedbush Securities
California
$1.33M -$21.4K -422 -2%
BEAM
422
Baker Ellis Asset Management
Washington
$1.31M -$274K -5,402 -17%
AWAP
423
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.3M +$166K +3,280 +15%
CAS
424
Cascadia Advisory Services
Oregon
$1.3M +$255K +5,019 +24%
NCM
425
Next Capital Management
New York
$1.3M -$584K -11,507 -31%

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.