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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
RJT
426
Raymond James Trust
Florida
$1.17M -$778K -15,313 -40%
FFS
427
Founders Financial Securities
Maryland
$1.17M -$80.6K -1,588 -6%
NWS
428
Newport Wealth Strategies
California
$1.16M -$154K -3,030 -12%
CWA
429
Capital Wealth Alliance
Arizona
$1.14M +$95.8K +1,887 +9%
VFIC
430
Valley Forge Investment Consultants
Pennsylvania
$1.14M -$1.02M -20,026 -47%
BF
431
BOK Financial
Oklahoma
$1.13M +$844K +16,624 +294%
OC
432
Oppenheimer & Co
New York
$1.12M +$359K +7,061 +47%
AWE
433
Avidian Wealth Enterprises
Texas
$1.11M +$1.11M +21,893 New
AMIM
434
Aull & Monroe Investment Management
Alabama
$1.06M
HKAM
435
Horizon Kinetics Asset Management
New York
$1.05M -$87K -1,713 -8%
RC
436
Rovin Capital
Arizona
$1.04M +$1.04M +20,490 New
WAP
437
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$22.2K +437 +2%
AWAP
438
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.03M +$364K +7,171 +55%
CGH
439
Crossmark Global Holdings
Texas
$1.02M -$24.7K -487 -2%
CCM
440
Condor Capital Management
New Jersey
$1.02M -$194K -3,820 -16%
FA
441
Fermata Advisors
California
$1.01M +$1.02M +19,999 New
SIM
442
Stratos Investment Management
Ohio
$1.01M -$1.58M -31,112 -61%
ADBIC
443
A.D. Beadell Investment Counsel
Wisconsin
$1.01M -$15.2K -300 -1%
FFG
444
Ford Financial Group
California
$992K +$772K +15,208 +349%
PWM
445
Perigon Wealth Management
California
$987K -$2.54K -50 -0.3%
JG
446
Jefferies Group
New York
$985K +$258K +5,082 +35%
PCM
447
Parsons Capital Management
Rhode Island
$967K -$34.5K -680 -3%
WAM
448
WNY Asset Management
New York
$966K +$2.79K +55 +0.3%
CF
449
Centaurus Financial
California
$961K +$814K +16,039 +556%
GAG
450
GM Advisory Group
New York
$949K +$949K +18,694 New

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.