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JPMorgan Ultra-Short Income ETF
JPST

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

16% more funds holding in top 10

Funds holding in top 10: 114 → 132 (+18)

7% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$745M)

1% more funds holding

Funds holding: 690 → 698 (+8)

8% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 277

0.75% more ownership

Funds ownership: 59.53% → 60.29% (+0.75%)

Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.22%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.31%
New
64
Increased
299
Reduced
277
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$285M
2
Morgan Stanley
Morgan Stanley
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$115M
4
S
SignatureFD
Georgia
+$76.1M
5
CIAS
Capital Investment Advisory Services
North Carolina
+$60.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$205M
2
UBS Group
UBS Group
Switzerland
-$33M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.9M
4
SLF
Sun Life Financial
Ontario, Canada
-$25.5M
5
SFA
Sequoia Financial Advisors
Ohio
-$23.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$65.2M +$10.9M +214,495 +20%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$64.6M +$8.01M +157,874 +14%
Osaic Holdings
28
Osaic Holdings
Arizona
$62.3M -$6.49M -128,042 -9%
AA
29
Ancora Advisors
Ohio
$61.6M +$9.66M +190,475 +19%
TB
30
Terril Brothers
Missouri
$59.8M -$1.12M -22,075 -2%
SI
31
Stephens Inc
Arkansas
$54M -$8.15M -160,696 -13%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$51.3M -$4.57M -90,068 -8%
FFA
33
First Foundation Advisors
California
$51.3M +$5.12M +100,858 +11%
PP
34
Palladium Partners
Virginia
$50.8M +$670K +13,212 +1%
FM
35
Foster & Motley
Ohio
$50.6M +$2.11M +41,538 +4%
EWM
36
Evermay Wealth Management
Virginia
$48.5M -$271K -5,339 -0.6%
UCFA
37
United Capital Financial Advisors
Texas
$47.3M +$4.11M +80,999 +10%
BIAS
38
Beacon Investment Advisory Services
New Jersey
$43.9M +$3.13M +61,698 +8%
NEWAS
39
N.E.W. Advisory Services
Wisconsin
$43.3M +$1.87M +36,812 +5%
AC
40
Abbrea Capital
California
$43M +$1.7M +33,492 +4%
NA
41
Nottingham Advisors
New York
$42.6M +$24.4M +481,547 +134%
NCM
42
Nelson Capital Management
California
$41.1M +$5.02M +98,963 +14%
AOWM
43
Alpha Omega Wealth Management
Virginia
$39.9M +$1.79M +35,339 +5%
BO
44
BRR OpCo
Ohio
$39.9M +$38.2M +752,291 +2,188%
PWAC
45
Private Wealth Advisors (California)
California
$39.3M -$2M -39,334 -5%
AIA
46
Angeles Investment Advisors
California
$37.8M +$24.2M +477,140 +177%
TNBTD
47
Trustmark National Bank Trust Department
Mississippi
$37.4M +$12.1M +238,919 +48%
AF
48
Allworth Financial
California
$35.1M -$3.83M -75,513 -10%
QCG
49
Quadrant Capital Group
Ohio
$34.9M +$869K +17,129 +3%
ACG
50
Allen Capital Group
Nebraska
$34.7M +$1.26M +24,880 +4%
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JPST Hedge Fund Activity: Q3 2021 in Review

698 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2021, worth a combined $11.1B — up 7.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JPST positions and 41 closed out — a net gain of 23 holders — while 299 added to existing stakes and 277 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $205M.

  • 698 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2021, up from 690 in Q2 2021.
  • Funds reported $11.1B of JPMorgan Ultra-Short Income ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 64 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2021 and 41 closed out, a net change of +23 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2021 was Fidelity Investments, an estimated $285M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2021 was JP Morgan Chase, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2021.