We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF
JPST

360 hedge funds and large institutions have $4.34B invested in JPMorgan Ultra-Short Income ETF in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

126% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 84

9% more funds holding

Funds holding: 331 → 360 (+29)

7% more funds holding in top 10

Funds holding in top 10: 68 → 73 (+5)

7% more capital invested

Capital invested by funds: $4.07B → $4.34B (+$273M)

6.22% less ownership

Funds ownership: 64.7% → 58.48% (-6.2%)

Holders
360
Holders Change
+29
Holders Change %
+8.76%
% of All Funds
7.82%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.59%
New
62
Increased
190
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$141M
2
Morgan Stanley
Morgan Stanley
New York
+$69.1M
3
Bank of America
Bank of America
North Carolina
+$46.4M
4
GC
Guggenheim Capital
Illinois
+$31M
5
AIM
Astor Investment Management
Illinois
+$29.6M

Top Sellers

Rank Fund Capital Flow
1
S
SignatureFD
Georgia
-$111M
2
AF
Allworth Financial
California
-$71.2M
3
JIP
Jaffetilchin Investment Partners
Florida
-$44M
4
SWM
Sanctuary Wealth Management
Idaho
-$26M
5
TYCC
Texas Yale Capital Corp
Florida
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Evermay Wealth Management
Virginia
$35.4M +$1.23M +24,485 +4%
AP
27
Appleton Partners
Massachusetts
$35.2M +$974K +19,325 +3%
WB
28
Webster Bank
Connecticut
$32.6M +$2.2M +43,667 +7%
GC
29
Guggenheim Capital
Illinois
$31M +$31M +614,918 New
AA
30
Ancora Advisors
Ohio
$27.8M +$6.05M +120,021 +28%
6M
31
6 Meridian
Kansas
$27M +$476K +9,454 +2%
ACG
32
Allen Capital Group
Nebraska
$24.8M +$1.34M +26,605 +6%
BPWA
33
Beacon Pointe Wealth Advisors
California
$22.6M +$377K +7,473 +2%
MM
34
Main Management
California
$22.5M +$14.2M +281,873 +172%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$22.3M +$10.1M +199,502 +82%
CM
36
Cornerstone Management
Georgia
$21.5M +$1.29M +25,594 +6%
CA
37
Cornerstone Advisory
Maryland
$21.3M +$895K +17,760 +4%
GG
38
Greenwood Gearhart
Arkansas
$20.9M +$20.9M +414,234 New
AWM
39
AE Wealth Management
Kansas
$20.8M +$13.5M +267,089 +183%
ST
40
Spinnaker Trust
Maine
$20M +$2.07M +41,080 +12%
FFWA
41
FRG Family Wealth Advisors
Washington
$19M +$19M +377,715 New
BHWA
42
Beacon Harbor Wealth Advisors
Virginia
$19M +$19M +377,518 New
SS
43
Simplicity Solutions
Minnesota
$19M +$11.4M +225,784 +150%
RW
44
RVW Wealth
California
$18.3M -$1.35M -26,828 -7%
TA
45
TMD & Associates
Arizona
$17.5M +$1.32M +26,147 +8%
SAS
46
Sage Advisory Services
Texas
$16.3M +$13.4M +266,403 +461%
MIM
47
Miller Investment Management
Pennsylvania
$16.3M +$2.35M +46,609 +17%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$16.1M -$251K -4,975 Closed
TYCC
49
Texas Yale Capital Corp
Florida
$15.9M -$17.8M -354,145 -53%
MML Investors Services
50
MML Investors Services
Massachusetts
$15.1M +$11.4M +225,810 +304%
1
2
3 4 5

JPST Hedge Fund Activity: Q2 2019 in Review

360 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2019, worth a combined $4.34B — up 6.7% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JPST positions and 26 closed out — a net gain of 36 holders — while 190 added to existing stakes and 84 trimmed.

The largest buyer was Wells Fargo, adding an estimated $141M. The largest seller was SignatureFD, cutting an estimated $111M.

  • 360 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2019, up from 331 in Q1 2019.
  • Funds reported $4.34B of JPMorgan Ultra-Short Income ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 62 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2019 and 26 closed out, a net change of +36 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2019 was Wells Fargo, an estimated $141M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2019 was SignatureFD, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.