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JPMorgan Ultra-Short Income ETF

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 82

22% more capital invested

Capital invested by funds: $3.35B → $4.07B (+$725M)

19% more funds holding in top 10

Funds holding in top 10: 5768 (+11)

14% more funds holding

Funds holding: 291331 (+40)

2.19% less ownership

Funds ownership: 66.9%64.7% (-2.2%)

Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.16%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
AJ Wealth Strategies
New York
$32.8M +$22.3M +444,391 +214%
LA
27
Lau Associates
Delaware
$30.4M +$7.93M +157,770 +35%
WB
28
Webster Bank
Connecticut
$30.3M +$16.3M +324,674 +117%
AIM
29
Astor Investment Management
Illinois
$29.3M +$29.3M +583,010 New
SWM
30
Sanctuary Wealth Management
Idaho
$27.1M
6M
31
6 Meridian
Kansas
$26.5M +$19.7M +392,774 +294%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$24.1M +$11M +219,103 +84%
ACG
33
Allen Capital Group
Nebraska
$23.5M +$2.89M +57,490 +14%
BPWA
34
Beacon Pointe Wealth Advisors
California
$22.2M +$22.2M +441,361 New
AA
35
Ancora Advisors
Ohio
$21.7M +$10.3M +205,085 +90%
GFPC
36
Global Financial Private Capital
Florida
$21.6M +$14.9M +296,230 +224%
CA
37
Cornerstone Advisory
Maryland
$20.3M +$4.74M +94,220 +30%
CM
38
Cornerstone Management
Georgia
$20.1M +$6.08M +121,024 +43%
RW
39
RVW Wealth
California
$19.6M +$19.6M +389,905 New
EK
40
Evensky & Katz
Florida
$19.5M +$2.63M +52,337 +16%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$19.1M +$2.2M +43,709 +13%
OA
42
Oxbow Advisors
Texas
$18.5M +$17.3M +344,420 +1,455%
ST
43
Spinnaker Trust
Maine
$17.9M +$749K +14,910 +4%
HB
44
Homrich & Berg
Georgia
$17M +$6.19M +123,199 +57%
TIM
45
Total Investment Management
Arizona
$16.5M +$15.8M +314,782 +2,557%
TA
46
TMD & Associates
Arizona
$16.1M +$4.32M +85,986 +37%
BWL
47
Bogart Wealth LLC
Virginia
$14.3M +$14.3M +285,236 New
CPA
48
Capital Planning Advisors
California
$14M +$495K +9,851 +4%
MWM
49
Mascoma Wealth Management
New Hampshire
$13.9M +$2.91M +57,927 +26%
MIM
50
Miller Investment Management
Pennsylvania
$13.9M -$376K -7,475 -3%

JPST Hedge Fund Activity: Q1 2019 in Review

331 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2019, worth a combined $4.07B — up 22% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JPST positions and 28 closed out — a net gain of 46 holders — while 159 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $127M. The largest seller was AssetMark Inc, cutting an estimated $61.4M.

  • 331 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2019, up from 291 in Q4 2018.
  • Funds reported $4.07B of JPMorgan Ultra-Short Income ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 74 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2019 and 28 closed out, a net change of +46 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2019 was Morgan Stanley, an estimated $127M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2019 was AssetMark Inc, an estimated $61.4M sold.

Based on aggregated 13F filings for Q1 2019.