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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
CPW
451
Catalyst Private Wealth
California
$935K -$35.5K -700 -4%
OCPWS
452
One Charles Private Wealth Services
Massachusetts
$932K +$389K +7,664 +72%
SWA
453
Stratos Wealth Advisors
Ohio
$928K +$303K +5,965 +48%
AIM
454
Alhambra Investment Management
Florida
$918K +$64.2K +1,265 +8%
IWM
455
IHT Wealth Management
Illinois
$877K -$95.2K -1,874 -10%
MMM
456
Mendel Money Management
Illinois
$876K -$73.1K -1,440 -8%
CPA
457
Capital Planning Advisors
California
$873K -$63.5K -1,250 -7%
MSS
458
Mitchell Sinkler & Starr
Pennsylvania
$873K +$873K +17,200 New
LFAS
459
Level Four Advisory Services
Texas
$868K -$98K -1,930 -10%
WCFA
460
Walkner Condon Financial Advisors
Wisconsin
$868K +$361K +7,103 +71%
APP
461
Avantax Planning Partners
Iowa
$842K +$842K +16,587 New
FIM
462
Freedom Investment Management
Connecticut
$838K +$838K +16,507 New
RIA
463
Realta Investment Advisors
Delaware
$830K +$282K +5,556 +51%
BFG
464
Bouchey Financial Group
New York
$798K
WWM
465
Western Wealth Management
Colorado
$783K -$55.7K -1,096 -7%
KFC
466
Klingenstein Fields & Co
New York
$778K +$198K +3,900 +34%
CAM
467
Cozad Asset Management
Illinois
$767K +$314K +6,180 +69%
PWM
468
Prentice Wealth Management
New York
$767K +$767K +15,107 New
ACA
469
Ascension Capital Advisors
Texas
$763K -$497K -9,789 -39%
SAM
470
Secure Asset Management
Michigan
$761K +$35.2K +694 +5%
BFS
471
Bickling Financial Services
Massachusetts
$759K -$40.5K -797 -5%
H
472
HoyleCohen
California
$750K +$161K +3,180 +27%
CFGS
473
Concourse Financial Group Securities
Alabama
$743K -$191K -3,766 -20%
IWC
474
Integrated Wealth Concepts
Massachusetts
$742K -$25.4K -500 -3%
PB
475
Pinnacle Bancorp
Nebraska
$733K +$432K +8,500 +143%

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.