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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
WMP
451
Wealth Management Partners
Arizona
$970K -$209K -4,122 -18%
WAM
452
WNY Asset Management
New York
$965K
FFS
453
Founders Financial Securities
Maryland
$962K -$208K -4,108 -18%
RC
454
Rovin Capital
Arizona
$957K -$83K -1,635 -8%
JCM
455
Jacobi Capital Management
Pennsylvania
$953K +$609K +11,994 +177%
APP
456
Avantax Planning Partners
Iowa
$950K +$109K +2,143 +13%
CAG
457
Curtis Advisory Group
California
$947K -$2.2M -43,320 -70%
SMG
458
Spectrum Management Group
Indiana
$927K -$777K -15,314 -46%
CCM
459
Colorado Capital Management
Colorado
$915K -$286K -5,638 -24%
AMIM
460
Aull & Monroe Investment Management
Alabama
$902K -$155K -3,049 -15%
HKAM
461
Horizon Kinetics Asset Management
New York
$891K -$161K -3,171 -15%
CAM
462
Cozad Asset Management
Illinois
$879K +$112K +2,200 +15%
Bank of Montreal
463
Bank of Montreal
Ontario, Canada
$878K -$1.95M -38,460 -69%
CF
464
Centaurus Financial
California
$871K -$88.9K -1,753 -9%
HFS
465
Horizon Financial Services
North Carolina
$869K +$826K +16,279 +1,902%
WWM
466
Western Wealth Management
Colorado
$867K +$85.1K +1,677 +11%
SIM
467
Stratos Investment Management
Ohio
$863K -$150K -2,966 -15%
MA
468
Mosaic Advisors
Texas
$828K +$156K +3,072 +23%
PWM
469
Prentice Wealth Management
New York
$819K +$52.4K +1,033 +7%
FFG
470
Ford Financial Group
California
$815K -$177K -3,484 -18%
LC
471
Lindbrook Capital
California
$769K -$551K -10,850 -42%
ACA
472
Ascension Capital Advisors
Texas
$757K -$5.33K -105 -0.7%
CPW
473
Catalyst Private Wealth
California
$755K -$179K -3,526 -19%
Goldman Sachs
474
Goldman Sachs
New York
$748K +$748K +14,750 New
MHS
475
M Holdings Securities
Oregon
$744K +$128K +2,528 +21%

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.