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JPMorgan Ultra-Short Income ETF

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

23% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 253

12% more capital invested

Capital invested by funds: $8.49B → $9.53B (+$1.04B)

4.35% more ownership

Funds ownership: 54.67%59.02% (+4.3%)

3% more funds holding

Funds holding: 663683 (+20)

2% less funds holding in top 10

Funds holding in top 10: 121118 (-3)

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
11.99%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.07%
New
77
Increased
310
Reduced
253
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
26
HM Payson & Co
Maine
$58.7M +$11.5M +226,110 +24%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$56.6M +$3.8M +74,742 +7%
AA
28
Ancora Advisors
Ohio
$53.8M +$7.24M +142,654 +16%
EWM
29
Evermay Wealth Management
Virginia
$50.8M +$12.9M +254,365 +34%
PP
30
Palladium Partners
Virginia
$49.2M +$8.88M +174,854 +22%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$46.4M +$6.85M +134,844 +17%
FM
32
Foster & Motley
Ohio
$46.2M -$2.55M -50,315 -5%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.1M -$18.4M -361,655 -29%
AF
34
Allworth Financial
California
$44M -$105M -2,068,927 -70%
FFA
35
First Foundation Advisors
California
$43.5M -$7.14M -140,518 -14%
GWM
36
Geneos Wealth Management
Colorado
$43.2M +$812K +15,990 +2%
QCG
37
Quadrant Capital Group
Ohio
$41.4M +$6.81M +134,142 +20%
AC
38
Abbrea Capital
California
$40.3M +$13.4M +263,329 +50%
NEWAS
39
N.E.W. Advisory Services
Wisconsin
$40M +$6.42M +126,346 +19%
6M
40
6 Meridian
Kansas
$39.1M -$558K -10,998 -1%
UCFA
41
United Capital Financial Advisors
Texas
$38.2M +$5.5M +108,369 +17%
PAG
42
Pinnacle Advisory Group
Maryland
$38.1M -$23.3M -459,331 -38%
BIAS
43
Beacon Investment Advisory Services
New Jersey
$38M +$5.74M +112,973 +18%
AWM
44
AE Wealth Management
Kansas
$36.8M -$1.07M -21,090 -3%
NAM
45
NorthCoast Asset Management
Connecticut
$36.5M -$14.8M -291,294 -29%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$36M +$35.9M +707,502 +78,611%
TC
47
TownSquare Capital
Utah
$35.9M -$78.3K -1,543 -0.2%
NCM
48
Nelson Capital Management
California
$35.5M -$924K -18,191 -3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$34.5M -$4.97M -97,830 -13%
PWAC
50
Private Wealth Advisors (California)
California
$34.3M +$3.66M +72,068 +12%

JPST Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2021, worth a combined $9.53B — up 12% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JPST positions and 44 closed out — a net gain of 33 holders — while 310 added to existing stakes and 253 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $295M. The largest seller was Allworth Financial, cutting an estimated $105M.

  • 683 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2021, up from 663 in Q4 2020.
  • Funds reported $9.53B of JPMorgan Ultra-Short Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 77 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2021 and 44 closed out, a net change of +33 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $295M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2021 was Allworth Financial, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2021.