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JPMorgan Ultra-Short Income ETF

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 21

65% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 119

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

24% more funds holding

Funds holding: 374462 (+88)

17% more capital invested

Capital invested by funds: $5.01B → $5.86B (+$849M)

1.16% more ownership

Funds ownership: 57.08%58.24% (+1.2%)

Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.1%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.91%
New
117
Increased
196
Reduced
119
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$200K +$200K +3,961 New
Deutsche Bank
427
Deutsche Bank
Germany
$182K +$80K +1,584 +78%
APA
428
American Portfolios Advisors
New York
$180K +$173K +3,421 +2,251%
ClearBridge Investments
429
ClearBridge Investments
New York
$141K +$141K +2,800 New
SFG
430
Sowa Financial Group
Rhode Island
$134K +$134K +2,658 New
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$131K +$707 +14 +0.5%
GWM
432
Geneos Wealth Management
Colorado
$107K +$108K +2,135 New
Toronto Dominion Bank
433
Toronto Dominion Bank
Ontario, Canada
$106K
MA
434
MUFG Americas
New York
$101K
BWM
435
BerganKDV Wealth Management
Minnesota
$100K
MWC
436
MBM Wealth Consultants
Missouri
$100K
GSC
437
G&S Capital
Colorado
$88K -$1.13M -22,370 -93%
BWL
438
Bogart Wealth LLC
Virginia
$87K -$18.1K -358 -17%
EWA
439
Evolution Wealth Advisors
Florida
$85K +$85.6K +1,695 New
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$84K +$32.3K +639 +62%
PA
441
Parallel Advisors
California
$67K -$238K -4,718 -78%
PB
442
Pinnacle Bancorp
Nebraska
$63K
ETI
443
Enterprise Trust & Investment
California
$62K
SFA
444
Semmax Financial Advisors
North Carolina
$55K -$11.9K -236 -18%
HIM
445
HawsGoodwin Investment Management
Tennessee
$50K +$50K +990 New
LWANC
446
Laurel Wealth Advisors (North Carolina)
North Carolina
$41K +$41.2K +816 New
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$40K -$45.9K -909 -53%
IWA
448
Intercontinental Wealth Advisors
Texas
$37K +$36.6K +725 New
VFA
449
Valeo Financial Advisors
Indiana
$35K -$118K -2,343 -77%
LPWM
450
Lake Point Wealth Management
Texas
$30K +$29.8K +591 New

JPST Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2019, worth a combined $5.86B — up 17% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new JPST positions and 21 closed out — a net gain of 96 holders — while 196 added to existing stakes and 119 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $178M. The largest seller was Guggenheim Capital, cutting an estimated $32.5M.

  • 462 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $5.86B of JPMorgan Ultra-Short Income ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 117 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2019 and 21 closed out, a net change of +96 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $178M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2019 was Guggenheim Capital, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2019.