We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF
JPST

663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 51

33% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 208

13% more funds holding

Funds holding: 586 → 663 (+77)

7% more funds holding in top 10

Funds holding in top 10: 113 → 121 (+8)

3% more capital invested

Capital invested by funds: $8.24B → $8.49B (+$246M)

1.95% less ownership

Funds ownership: 56.62% → 54.67% (-1.9%)

Holders
663
Holders Change
+77
Holders Change %
+13.14%
% of All Funds
11.73%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
2.14%
New
137
Increased
277
Reduced
208
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$48M
2
SW
SVB Wealth
Massachusetts
+$46M
3
FM
Foster & Motley
Ohio
+$45.8M
4
GWM
Geneos Wealth Management
Colorado
+$38.2M
5
DWM
Destination Wealth Management
California
+$35.9M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$76.4M
2
SMM
Stadion Money Management
Georgia
-$55.1M
3
DF
Donoghue Forlines
Massachusetts
-$47.3M
4
HB
Homrich & Berg
Georgia
-$40.8M
5
IDA
Intelligence Driven Advisers
California
-$31.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
First Foundation Advisors
California
$50.7M +$1.79M +35,294 +4%
FM
27
Foster & Motley
Ohio
$48.8M +$45.8M +901,814 +1,527%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$48.5M +$48M +945,872 +9,503%
HPC
29
HM Payson & Co
Maine
$47.2M +$6M +118,215 +15%
AA
30
Ancora Advisors
Ohio
$46.5M +$108K +2,129 +0.2%
FFG
31
Frisch Financial Group
New York
$44.5M -$6.67M -131,408 -13%
SF
32
Symphony Financial
Texas
$41M -$10.2M -201,616 -20%
PP
33
Palladium Partners
Virginia
$40.4M +$15.5M +305,263 +62%
6M
34
6 Meridian
Kansas
$39.7M -$1.79M -35,243 -4%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$39.6M +$1.11M +21,914 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$39.4M -$53.1K -1,045 -0.1%
EWM
37
Evermay Wealth Management
Virginia
$37.9M +$3.4M +66,996 +10%
AWM
38
AE Wealth Management
Kansas
$37.9M +$2.87M +56,418 +8%
NCM
39
Nelson Capital Management
California
$36.4M -$7.9M -155,588 -18%
TC
40
TownSquare Capital
Utah
$36M +$5.36M +105,460 +17%
DWM
41
Destination Wealth Management
California
$35.9M +$35.9M +706,963 New
CM
42
Cornerstone Management
Georgia
$35.5M -$8.28M -162,955 -19%
QCG
43
Quadrant Capital Group
Ohio
$34.6M +$4.75M +93,580 +16%
NEWAS
44
N.E.W. Advisory Services
Wisconsin
$33.6M +$7.69M +151,404 +30%
ACG
45
Allen Capital Group
Nebraska
$33M -$912K -17,956 -3%
UCFA
46
United Capital Financial Advisors
Texas
$32.7M +$6.2M +122,181 +23%
BIAS
47
Beacon Investment Advisory Services
New Jersey
$32.3M +$7.28M +143,335 +29%
VNA
48
Valley National Advisers
Pennsylvania
$31.7M -$424K -8,342 -1%
AP
49
Appleton Partners
Massachusetts
$30.8M +$2.39M +46,985 +8%
CA
50
Cetera Advisors
Colorado
$30.7M +$5.49M +108,062 +22%
1
2
3 4 5

JPST Hedge Fund Activity: Q4 2020 in Review

663 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2020, worth a combined $8.49B — up 3% from $8.24B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new JPST positions and 51 closed out — a net gain of 86 holders — while 277 added to existing stakes and 208 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $48M. The largest seller was Envestnet Asset Management, cutting an estimated $76.4M.

  • 663 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2020, up from 586 in Q3 2020.
  • Funds reported $8.49B of JPMorgan Ultra-Short Income ETF stock for Q4 2020, up 3% quarter-over-quarter.
  • 137 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2020 and 51 closed out, a net change of +86 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $48M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $76.4M sold.

Based on aggregated 13F filings for Q4 2020.