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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DF
26
Donoghue Forlines
Massachusetts
$53.3M -$883K -17,383 -2%
SF
27
Symphony Financial
Texas
$51.3M +$6.76M +132,993 +15%
FFG
28
Frisch Financial Group
New York
$51.1M -$3.68M -72,463 -7%
FFA
29
First Foundation Advisors
California
$48.9M +$23.3M +458,463 +91%
AA
30
Ancora Advisors
Ohio
$46.4M +$567K +11,155 +1%
NCM
31
Nelson Capital Management
California
$44.3M +$34.8M +685,360 +366%
CM
32
Cornerstone Management
Georgia
$43.8M +$1.44M +28,254 +3%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$41.7M +$34.3M +675,636 +468%
6M
34
6 Meridian
Kansas
$41.5M +$1.38M +27,231 +3%
HPC
35
HM Payson & Co
Maine
$41.2M +$18.4M +362,720 +81%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$39.5M +$7.29M +143,523 +23%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$38.5M +$16.5M +325,153 +75%
IDA
38
Intelligence Driven Advisers
California
$36.8M +$36.1M +709,757 +5,100%
UB
39
UMB Bank
Missouri
$35.8M
AWM
40
AE Wealth Management
Kansas
$35M -$1.29M -25,417 -4%
EWM
41
Evermay Wealth Management
Virginia
$34.5M +$411K +8,097 +1%
ACG
42
Allen Capital Group
Nebraska
$33.9M -$5.73M -112,785 -14%
VNA
43
Valley National Advisers
Pennsylvania
$32.1M +$3.52M +69,231 +12%
AA
44
Acorns Advisers
California
$31.9M +$953K +18,762 +3%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$31.4M -$27.8K -547 -11%
TC
46
TownSquare Capital
Utah
$30.6M +$9.48M +186,523 +45%
WSFS
47
Wilmington Savings Fund Society
Delaware
$30.5M +$326K +6,422 +1%
CA
48
Cornerstone Advisory
Maryland
$30.4M +$3.48M +68,410 +13%
QCG
49
Quadrant Capital Group
Ohio
$29.8M -$5.21M -102,622 -15%
FCIM
50
Fairview Capital Investment Management
California
$29.2M +$7.26M +142,800 +33%

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.