JPMorgan Ultra-Short Income ETF
JPST
462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.
457% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 21
65% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 119
41% more funds holding in top 10
Funds holding in top 10: 69 → 97 (+28)
24% more funds holding
Funds holding: 374 → 462 (+88)
17% more capital invested
Capital invested by funds: $5.01B → $5.86B (+$849M)
1.16% more ownership
Funds ownership: 57.08% → 58.24% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$178M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$95.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$64.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$42.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$32.5M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$29M |
| 3 |
JP Morgan Chase
New York
|
-$18.9M |
| 4 |
MIM
Miller Investment Management
West Conshohocken,
Pennsylvania
|
-$16M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$13.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFG
476
Merit Financial Group
Alpharetta,
Georgia
| – | -$349K | -6,921 | Closed |
|
|
NWP
477
Northstar Wealth Partners
West Hartford,
Connecticut
| – | -$249K | -4,945 | Closed |
|
|
BCM
478
Beck Capital Management
Austin,
Texas
| – | -$248K | -4,926 | Closed |
|
|
FWIA
479
Fort Washington Investment Advisors
Cincinnati,
Ohio
| – | -$217K | -4,305 | Closed |
|
|
CIAS
480
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$216K | -4,285 | Closed |
|
|
PFPT
481
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$202K | -4,000 | Closed |
|
482
Rockefeller Capital Management
New York
| – | -$152K | -3,013 | Closed |
|
483
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$18K | -350 | Closed |
|
|
SCA
484
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$2K | -30 | Closed |
|
JPST Hedge Fund Activity: Q4 2019 in Review
462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2019, worth a combined $5.86B — up 17% from $5.01B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new JPST positions and 21 closed out — a net gain of 96 holders — while 196 added to existing stakes and 119 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $178M. The largest seller was Guggenheim Capital, cutting an estimated $32.5M.
- 462 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2019, up from 374 in Q3 2019.
- Funds reported $5.86B of JPMorgan Ultra-Short Income ETF stock for Q4 2019, up 17% quarter-over-quarter.
- 117 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2019 and 21 closed out, a net change of +96 holders.
- The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $178M added.
- The largest JPMorgan Ultra-Short Income ETF seller in Q4 2019 was Guggenheim Capital, an estimated $32.5M sold.
Based on aggregated 13F filings for Q4 2019.