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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
TSS
451
Two Sigma Securities
New York
$447K -$972K -19,129 -68%
CBFP
452
Cedar Brook Financial Partners
Ohio
$440K -$107K -2,113 -20%
IWS
453
Insight Wealth Strategies
California
$440K +$68.6K +1,350 +18%
CAGAS
454
Capital Advisory Group Advisory Services
Minnesota
$439K -$185K -3,634 -30%
CAM
455
Concorde Asset Management
Michigan
$439K +$65.4K +1,288 +18%
PAS
456
Partnervest Advisory Services
California
$433K +$433K +8,518 New
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$432K +$184K +3,630 +75%
SFM
458
Signet Financial Management
New Jersey
$431K +$43.6K +859 +11%
WAS
459
Wealth Advisory Solutions
Indiana
$423K +$62.6K +1,231 +17%
HWA
460
Heartwood Wealth Advisors
Virginia
$414K +$414K +8,151 New
CF
461
Centaurus Financial
California
$409K -$295K -5,813 -42%
CFA
462
Carroll Financial Associates
North Carolina
$408K -$55.9K -1,100 -12%
FNBT
463
FineMark National Bank & Trust
Florida
$404K
TIM
464
Total Investment Management
Arizona
$389K +$90.3K +1,777 +30%
RCA
465
Resonant Capital Advisors
Wisconsin
$383K -$9.17M -180,388 -96%
FFN
466
Focus Financial Network
Minnesota
$382K +$382K +7,514 New
NB
467
NBT Bank
New York
$381K +$127K +2,500 +50%
RA
468
Riverstone Advisors
Texas
$379K -$239K -4,713 -39%
WWM
469
Windsor Wealth Management
Indiana
$370K -$198K -3,906 -35%
SIA
470
Soltis Investment Advisors
Utah
$367K -$33.4K -658 -8%
BRWA
471
B. Riley Wealth Advisors
Florida
$362K +$7.42K +146 +2%
SFSIG
472
San Francisco Sentry Investment Group
California
$356K +$152 +3 +0%
AWM
473
AllSquare Wealth Management
New York
$351K +$25.2K +495 +8%
AF
474
Advisornet Financial
Minnesota
$347K -$2.56M -50,405 -88%
HCM
475
Hall Capital Management
Rhode Island
$337K +$21.9K +430 +7%

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.