We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
476
Titus Wealth Management
California
$335K +$102K +2,000 +43%
CA
477
Crewe Advisors
Utah
$332K +$332K +6,532 New
TC
478
Tatro Capital
Kentucky
$332K +$332K +6,535 New
SB
479
Strategic Blueprint
Georgia
$331K -$829K -16,324 -71%
WCFA
480
Walkner Condon Financial Advisors
Wisconsin
$323K +$323K +6,364 New
US Bancorp
481
US Bancorp
Minnesota
$319K +$67.3K +1,325 +27%
APSP
482
Asset Planning Services (Pennsylvania)
Pennsylvania
$318K -$23.5K -462 -7%
SWP
483
Strategic Wealth Partners
Ohio
$316K -$158K -3,115 -33%
DWM
484
Doyle Wealth Management
Florida
$313K +$313K +6,161 New
MFGP
485
Marshall Financial Group (Pennsylvania)
Pennsylvania
$311K +$1.02K +20 +0.3%
BJL
486
Brighton Jones LLC
Washington
$309K +$106K +2,090 +52%
AWM
487
Avondale Wealth Management
Texas
$305K
PAM
488
Peak Asset Management
Colorado
$305K
BFIM
489
Beese Fulmer Investment Management
Ohio
$305K +$50.8K +1,000 +20%
WT
490
Whittier Trust
California
$303K +$303K +5,965 New
AFP
491
Ausdal Financial Partners
Iowa
$299K +$37.1K +731 +14%
CC
492
Callan Capital
California
$294K -$295K -5,799 -50%
GT
493
Glenview Trust
Kentucky
$291K -$86.1K -1,694 -23%
SAG
494
Spotlight Asset Group
Illinois
$291K +$291K +5,726 New
Comerica Bank
495
Comerica Bank
Texas
$290K +$290K +5,704 New
BF
496
BOK Financial
Oklahoma
$287K -$164K -3,235 -36%
SL
497
Systelligence LLC
Minnesota
$285K -$159K -3,134 -36%
KFC
498
Klingenstein Fields & Co
New York
$284K
SG
499
StoneX Group
New York
$279K -$21.1K -415 -7%
RFC
500
Regions Financial Corp
Alabama
$279K +$279K +5,500 New

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.