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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
TFO
426
Tarbox Family Office
California
$1.21M -$1.98M -38,954 -62%
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$122K +2,399 +12%
PCM
428
Parsons Capital Management
Rhode Island
$1.15M +$181K +3,575 +19%
GCP
429
Gill Capital Partners
Colorado
$1.14M -$1.03M -20,273 -47%
AWAP
430
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.14M +$107K +2,115 +10%
Deutsche Bank
431
Deutsche Bank
Germany
$1.14M -$2.08M -40,961 -65%
VWM
432
Vigilare Wealth Management
Arizona
$1.13M -$171K -3,367 -13%
GWM
433
GSB Wealth Management
Connecticut
$1.13M +$487K +9,595 +76%
BFEC
434
Benjamin F. Edwards & Company
Missouri
$1.13M -$302K -5,949 -21%
JWA
435
JFS Wealth Advisors
Pennsylvania
$1.11M +$909K +17,910 +459%
FIM
436
Freedom Investment Management
Connecticut
$1.1M +$263K +5,187 +31%
BONH
437
Bank of New Hampshire
New Hampshire
$1.09M +$1.09M +21,550 New
AP
438
Americana Partners
Texas
$1.07M -$2.45M -48,383 -69%
CAS
439
Cascadia Advisory Services
Oregon
$1.05M -$185K -3,641 -15%
JG
440
Jefferies Group
New York
$1.04M +$59K +1,163 +6%
PWM
441
Perigon Wealth Management
California
$1.04M +$56K +1,104 +6%
CWA
442
Capital Wealth Alliance
Arizona
$1.03M -$107K -2,114 -9%
FA
443
Fermata Advisors
California
$1.03M +$13.4K +264 +1%
GIA
444
Gladstone Institutional Advisory
Florida
$1.03M -$569K -11,223 -36%
MSS
445
Mitchell Sinkler & Starr
Pennsylvania
$1.02M +$152K +3,000 +17%
ADBIC
446
A.D. Beadell Investment Counsel
Wisconsin
$1.02M +$10.1K +200 +1%
AIM
447
Alhambra Investment Management
Florida
$1M +$82.4K +1,625 +9%
KFC
448
Klingenstein Fields & Co
New York
$997K +$219K +4,322 +28%
SWA
449
Stratos Wealth Advisors
Ohio
$981K +$53.7K +1,058 +6%
NWS
450
Newport Wealth Strategies
California
$977K -$183K -3,600 -16%

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.