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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
JF
426
JSF Financial
California
$1.3M -$911K -17,971 -41%
MWM
427
Maltin Wealth Management
New Jersey
$1.29M -$271K -5,350 -17%
BWA
428
BDO Wealth Advisors
Florida
$1.28M -$229K -4,517 -15%
NC
429
NovaPoint Capital
Georgia
$1.28M -$12.4K -244 -1%
TSS
430
Two Sigma Securities
New York
$1.28M +$1.28M +25,290 New
CC
431
Callan Capital
California
$1.26M +$556K +10,959 +79%
PCM
432
Parsons Capital Management
Rhode Island
$1.18M +$30.2K +595 +3%
CWG
433
Cornerstone Wealth Group
North Carolina
$1.17M +$533K +10,500 +84%
FSG
434
Financial Strategies Group
Michigan
$1.15M -$1.14M -22,426 -50%
BFEC
435
Benjamin F. Edwards & Company
Missouri
$1.13M +$8.72K +172 +0.8%
TCM
436
TD Capital Management
Tennessee
$1.13M +$1.04M +20,423 +1,072%
PWM
437
Perigon Wealth Management
California
$1.13M +$88.1K +1,737 +8%
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$1.12M -$34.5K -680 -3%
GCP
439
Gill Capital Partners
Colorado
$1.11M -$30.5K -601 -3%
BONH
440
Bank of New Hampshire
New Hampshire
$1.09M
PIMG
441
Patriot Investment Management Group
Tennessee
$1.09M -$149K -2,942 -12%
GG
442
Gofen & Glossberg
Illinois
$1.09M +$685K +13,500 +169%
GM
443
GeoWealth Management
Illinois
$1.09M -$211K -4,165 -16%
KFC
444
Klingenstein Fields & Co
New York
$1.09M +$90.1K +1,776 +9%
SWA
445
Stratos Wealth Advisors
Ohio
$1.08M +$102K +2,014 +10%
BF
446
BOK Financial
Oklahoma
$1.08M +$1.08M +21,349 New
NFG
447
Nations Financial Group
Iowa
$1.07M +$1.08M +21,203 New
LA
448
Latitude Advisors
Florida
$1.05M +$556K +10,970 +113%
GWM
449
GSB Wealth Management
Connecticut
$1.05M -$77.1K -1,521 -7%
PA
450
Paragon Advisors
Texas
$1.04M -$581K -11,447 -36%

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.