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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
SAF
451
Smith Anglin Financial
Texas
$1.04M -$637K -12,568 -38%
CWA
452
Capital Wealth Alliance
Arizona
$1.03M +$609 +12 +0.1%
WFO
453
Wealthgate Family Office
Colorado
$1.03M +$1.03M +20,378 New
PIA
454
Perennial Investment Advisors
California
$1.03M -$183K -3,613 -15%
SIM
455
Stratos Investment Management
Ohio
$1.03M +$163K +3,216 +19%
ADBIC
456
A.D. Beadell Investment Counsel
Wisconsin
$1.02M
AIM
457
Alhambra Investment Management
Florida
$1M
Creative Planning
458
Creative Planning
Kansas
$999K +$531K +10,466 +113%
SCM
459
SOL Capital Management
Maryland
$994K +$575K +11,345 +138%
CPA
460
Capital Planning Advisors
California
$985K +$267K +5,261 +37%
KWM
461
Kingsview Wealth Management
Oregon
$979K -$794K -15,656 -45%
FIM
462
Freedom Investment Management
Connecticut
$977K -$124K -2,436 -11%
MA
463
Mosaic Advisors
Texas
$971K +$143K +2,814 +17%
SWP
464
Strategic Wealth Partners
Ohio
$970K +$632K +12,456 +187%
WAM
465
WNY Asset Management
New York
$965K
APP
466
Avantax Planning Partners
Iowa
$948K -$1.98K -39 -0.2%
WA
467
WBH Advisory
Maryland
$947K +$947K +18,671 New
WTC
468
WhitTier Trust Company
Nevada
$943K +$900K +17,746 +2,100%
JG
469
Jefferies Group
New York
$941K -$103K -2,023 -10%
JCM
470
Jacobi Capital Management
Pennsylvania
$927K -$25.3K -499 -3%
SMG
471
Spectrum Management Group
Indiana
$926K
Bank of Montreal
472
Bank of Montreal
Ontario, Canada
$922K +$44.1K +870 +5%
FFS
473
Founders Financial Securities
Maryland
$889K -$73K -1,439 -8%
PP
474
Professional Planning
California
$887K +$199K +3,930 +29%
GIA
475
Gladstone Institutional Advisory
Florida
$886K -$141K -2,771 -14%

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.