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JPMorgan Ultra-Short Income ETF

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 21

65% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 119

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

24% more funds holding

Funds holding: 374462 (+88)

17% more capital invested

Capital invested by funds: $5.01B → $5.86B (+$849M)

1.16% more ownership

Funds ownership: 57.08%58.24% (+1.2%)

Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.1%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.91%
New
117
Increased
196
Reduced
119
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Ancora Advisors
Ohio
$33.8M +$5.85M +115,874 +21%
GFPC
27
Global Financial Private Capital
Florida
$33.3M -$2.34M -46,409 -7%
Jane Street
28
Jane Street
New York
$31.4M +$17.8M +352,957 +131%
AP
29
Appleton Partners
Massachusetts
$30M -$3.23M -63,944 -10%
FFWA
30
FRG Family Wealth Advisors
Washington
$29.9M +$4.41M +87,265 +17%
CA
31
Cornerstone Advisory
Maryland
$29.5M +$6.66M +132,003 +29%
6M
32
6 Meridian
Kansas
$29.2M +$511K +10,124 +2%
SFS
33
Sowell Financial Services
Arkansas
$29M -$1.53M -30,259 -5%
GI
34
Glovista Investments
New Jersey
$27.5M +$10.8M +214,867 +65%
FP
35
Financial Perspectives
Minnesota
$27.5M +$27.5M +544,854 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$27.3M +$24.3M +481,794 +817%
PWAG
37
Polaris Wealth Advisory Group
California
$27.1M +$2.58M +51,188 +11%
REMPR
38
Roof Eidam Maycock Peralta (REMP)
California
$26.7M -$27.9K -552 -0.1%
AWM
39
AE Wealth Management
Kansas
$25.4M +$3.01M +59,702 +13%
ACG
40
Allen Capital Group
Nebraska
$25.3M +$3.39M +67,123 +15%
GG
41
Greenwood Gearhart
Arkansas
$25.2M +$1.22M +24,204 +5%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$24.2M +$2.5M +49,621 +11%
AA
43
Acorns Advisers
California
$23.8M -$58.8K -1,165 -0.2%
QWM
44
Quaker Wealth Management
New Jersey
$23.4M +$23.4M +463,252 New
MM
45
Main Management
California
$22.9M +$416K +8,237 +2%
SS
46
Simplicity Solutions
Minnesota
$22.8M +$2.53M +50,145 +13%
CCA
47
Cobblestone Capital Advisors
New York
$21.5M +$9.9M +196,162 +85%
BPWA
48
Beacon Pointe Wealth Advisors
California
$21.3M +$1.03M +20,314 +5%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$21M
HB
50
Homrich & Berg
Georgia
$20.8M +$4.2M +83,209 +25%

JPST Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2019, worth a combined $5.86B — up 17% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new JPST positions and 21 closed out — a net gain of 96 holders — while 196 added to existing stakes and 119 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $178M. The largest seller was Guggenheim Capital, cutting an estimated $32.5M.

  • 462 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $5.86B of JPMorgan Ultra-Short Income ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 117 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2019 and 21 closed out, a net change of +96 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $178M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2019 was Guggenheim Capital, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2019.