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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
SWM
501
Segment Wealth Management
Texas
$588K -$109K -2,150 -16%
CHJWM
502
Carlton Hofferkamp & Jenks Wealth Management
Texas
$586K +$22.9K +450 +4%
CA
503
Calton & Associates
Florida
$582K +$6.55K +129 +1%
AOG
504
Alpha Omega Group
Virginia
$575K -$55.6K -1,094 -9%
SWMP
505
Signature Wealth Management Partners
New Jersey
$563K -$978K -19,259 -63%
AFM
506
Andesa Financial Management
Pennsylvania
$560K -$51.5K -1,015 -8%
CWA
507
Canvas Wealth Advisors
Kansas
$555K +$555K +10,939 New
WP
508
WealthPLAN Partners
Nebraska
$554K +$119K +2,334 +27%
CF
509
Copperwynd Financial
Arizona
$553K -$341K -6,713 -38%
PCMC
510
Private Capital Management (Colorado)
Colorado
$547K -$275K -5,415 -33%
BHWA
511
Beacon Harbor Wealth Advisors
Virginia
$544K -$67.9K -1,337 -11%
PA
512
PFG Advisors
Arizona
$539K -$48.5K -955 -8%
FHA
513
Flagship Harbor Advisors
Massachusetts
$534K +$32.6K +643 +7%
CWG
514
Cornerstone Wealth Group
North Carolina
$531K
APA
515
Allegiant Private Advisors
Florida
$514K +$86.3K +1,700 +20%
RFA
516
Reilly Financial Advisors
California
$513K -$30.5K -600 -6%
State Farm Mutual Automobile Insurance
517
State Farm Mutual Automobile Insurance
Illinois
$508K
CAG
518
Csenge Advisory Group
Florida
$506K +$186K +3,665 +58%
M1FG
519
Mach-1 Financial Group
Arkansas
$503K +$470K +9,247 +1,364%
FPCP
520
Fort Point Capital Partners
California
$502K
FHB
521
First Hawaiian Bank
Hawaii
$496K
IAP
522
Indie Asset Partners
Indiana
$493K -$453K -8,925 -48%
US Bancorp
523
US Bancorp
Minnesota
$492K +$191K +3,756 +63%
PFS
524
Prospera Financial Services
Texas
$490K -$374K -7,370 -43%
NB
525
Nicolet Bankshares
Wisconsin
$481K -$64.2K -1,265 -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.