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JPMorgan Ultra-Short Income ETF
JPST

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683 → 690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02% → 59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118 → 114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$253M
2
Morgan Stanley
Morgan Stanley
New York
+$142M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$72.4M
4
SLF
Sun Life Financial
Ontario, Canada
+$66.4M
5
SEI Investments
SEI Investments
Pennsylvania
+$62.9M

Top Sellers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
-$268M
2
SWM
Spire Wealth Management
Virginia
-$58.7M
3
GWM
Geneos Wealth Management
Colorado
-$33M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$21.8M
5
CAM
Cresset Asset Management
Illinois
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
TB
26
Terril Brothers
Missouri
$60.9M +$41.7M +822,165 +217%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$56.6M +$22.1K +436 +0%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$55.9M -$4M -78,934 -7%
AWM
29
AE Wealth Management
Kansas
$54.3M +$17.6M +346,035 +48%
AA
30
Ancora Advisors
Ohio
$52M -$1.78M -35,166 -3%
PP
31
Palladium Partners
Virginia
$50.2M +$956K +18,850 +2%
EWM
32
Evermay Wealth Management
Virginia
$48.8M -$1.99M -39,151 -4%
FM
33
Foster & Motley
Ohio
$48.5M +$2.3M +45,385 +5%
FFA
34
First Foundation Advisors
California
$46.2M +$2.67M +52,542 +6%
UCFA
35
United Capital Financial Advisors
Texas
$43.2M +$5.04M +99,301 +13%
NEWAS
36
N.E.W. Advisory Services
Wisconsin
$41.5M +$1.48M +29,178 +4%
PWAC
37
Private Wealth Advisors (California)
California
$41.4M +$7.12M +140,237 +21%
AC
38
Abbrea Capital
California
$41.4M +$1.08M +21,245 +3%
BIAS
39
Beacon Investment Advisory Services
New Jersey
$40.8M +$2.79M +54,916 +7%
AF
40
Allworth Financial
California
$39M -$5.04M -99,419 -11%
AOWM
41
Alpha Omega Wealth Management
Virginia
$38.2M +$6.89M +135,725 +22%
SFA
42
Sequoia Financial Advisors
Ohio
$37.6M +$37.6M +741,526 New
NCM
43
Nelson Capital Management
California
$36.1M +$666K +13,125 +2%
NAM
44
NorthCoast Asset Management
Connecticut
$35.9M -$591K -11,639 -2%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.6M -$10.4M -205,802 -23%
QCG
46
Quadrant Capital Group
Ohio
$34M -$7.31M -143,981 -18%
ACG
47
Allen Capital Group
Nebraska
$33.5M +$2.07M +40,878 +7%
FFWA
48
FRG Family Wealth Advisors
Washington
$33.5M +$1.9M +37,425 +6%
MC
49
McMorgan & Co
California
$33.4M +$33.4M +658,916 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$33.4M -$1.02M -20,005 -3%
1
2
3 4 5

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.