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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
MOS
426
MGO One Seven
Ohio
$519K +$9.5K +187 +2%
AIM
427
Alhambra Investment Management
Florida
$512K +$512K +10,080 New
FHA
428
Flagship Harbor Advisors
Massachusetts
$507K -$1.63K -32 -0.3%
Cetera Investment Advisers
429
Cetera Investment Advisers
Illinois
$506K +$129K +2,545 +34%
KeyBank National Association
430
KeyBank National Association
Ohio
$505K
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$504K +$205K +4,040 +69%
FHB
432
First Hawaiian Bank
Hawaii
$496K +$220K +4,332 +80%
IIA
433
IPG Investment Advisors
California
$491K +$127K +2,500 +35%
BSW
434
Buckingham Strategic Wealth
Missouri
$489K +$489K +9,617 New
H
435
HoyleCohen
California
$488K +$488K +9,605 New
Fisher Asset Management
436
Fisher Asset Management
Washington
$488K +$488K +9,607 New
BWP
437
BSW Wealth Partners
Colorado
$485K -$6.87M -135,234 -93%
BCA
438
Bay Colony Advisors
Massachusetts
$484K +$485K +9,537 New
PA
439
PFG Advisors
Arizona
$483K +$483K +9,514 New
COF
440
Capital One Financial
Virginia
$482K -$179K -3,528 -27%
PWM
441
Perigon Wealth Management
California
$480K +$248K +4,890 +107%
CA
442
Cambridge Advisors
Nebraska
$479K -$81.8K -1,610 -15%
OFS
443
OneAscent Financial Services
Alabama
$478K -$7.83K -154 -2%
CA
444
Calton & Associates
Florida
$474K -$218K -4,289 -31%
DWM
445
Darwin Wealth Management
Florida
$469K -$617K -12,133 -57%
5L
446
55I LLC
Massachusetts
$465K +$465K +9,147 New
SCM
447
Sterneck Capital Management
Missouri
$461K -$610 -12 -0.1%
SC
448
Solstein Capital
California
$453K +$453K +8,910 New
PA
449
Pinnacle Associates
New York
$450K +$194K +3,825 +76%
NB
450
Nicolet Bankshares
Wisconsin
$448K +$134K +2,645 +43%

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.