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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
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$1.77K +35 +10%
CI
452
CX Institutional
Indiana
$17K +$50 +1 +0.3%
Northern Trust
453
Northern Trust
Illinois
$12K -$692K -13,715 -37%
FCA
454
FinTrust Capital Advisors
South Carolina
$11K +$11.3K +223 New
IWP
455
IAG Wealth Partners
Wisconsin
$9K +$8.83K +175 New
VNA
456
Valley National Advisers
Pennsylvania
$8K +$7.67K +152 New
KPW
457
Kore Private Wealth
New York
$7K +$7.22K +143 New
SSB
458
Sandy Spring Bank
Maryland
$5K
WQ
459
Wealth Quarterback
New Jersey
$3.57K +$9.03M +178,914 New
AssetMark Inc
460
AssetMark Inc
California
$3K -$3.55M -70,412 -100%
GWMIA
461
Global Wealth Management Investment Advisory
Florida
$2K
WCG
462
Weaver Consulting Group
California
$1K
PGAM
463
Princeton Global Asset Management
New Jersey
$45
MIM
464
Miller Investment Management
Pennsylvania
-$16M -317,021 Closed
FTUS
465
Flow Traders U.S.
New York
-$8.54M -169,351 Closed
WAM
466
Wakefield Asset Management
Colorado
-$5M -99,090 Closed
LWAC
467
Laurel Wealth Advisors (California)
California
-$4.08M -80,807 Closed
Citadel Advisors
468
Citadel Advisors
Florida
-$2.34M -46,362 Closed
M&T Bank
469
M&T Bank
New York
-$1.85M -36,612 Closed
UBS AM
470
UBS AM
Illinois
-$1.13M -22,508 Closed
Susquehanna International Group
471
Susquehanna International Group
Pennsylvania
-$980K -19,427 Closed
SC
472
Scotia Capital
Ontario, Canada
-$969K -19,207 Closed
WCAMG
473
Woodard & Company Asset Management Group
North Carolina
-$733K -14,536 Closed
AFP
474
Ausdal Financial Partners
Iowa
-$493K -9,779 Closed
WAM
475
Wealthspire Advisors (Maryland)
Maryland
-$379K -7,516 Closed

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.