We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

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: 114132 (+18)

7% more capital invested

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

1% more funds holding

Funds holding: 690698 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SA
501
Shilanski & Associates
Alaska
$729K +$44.7K +882 +7%
FA
502
Fermata Advisors
California
$726K -$302K -5,957 -29%
PB
503
Pinnacle Bancorp
Nebraska
$725K -$7.1K -140 -1%
HIM
504
Hotaling Investment Management
Pennsylvania
$724K -$2.15M -42,452 -75%
CCM
505
Colorado Capital Management
Colorado
$722K -$193K -3,798 -21%
1WM
506
1900 Wealth Management
Texas
$719K -$863K -17,018 -55%
VHAM
507
Van Hulzen Asset Management
California
$698K +$55.9K +1,102 +9%
AWM
508
Aprio Wealth Management
Georgia
$676K +$103K +2,031 +18%
SC
509
Solstein Capital
California
$675K +$223K +4,400 +49%
MFGP
510
Marshall Financial Group (Pennsylvania)
Pennsylvania
$673K +$361K +7,113 +115%
DY
511
Dowling & Yahnke
California
$670K +$255K +5,025 +61%
SAM
512
Strategic Asset Management
Minnesota
$666K +$666K +13,130 New
KA
513
Kovack Advisors
Florida
$664K +$266K +5,245 +67%
MMM
514
Mendel Money Management
Illinois
$657K
RA
515
Riversedge Advisors
Delaware
$629K +$629K +12,408 New
BFG
516
Bouchey Financial Group
New York
$627K +$627K +12,366 New
IF
517
Intrua Financial
Texas
$611K +$200K +3,953 +49%
CA
518
Crewe Advisors
Utah
$610K -$1.13M -22,341 -65%
SFG
519
Sovereign Financial Group
Connecticut
$596K +$596K +11,757 New
LFAS
520
Level Four Advisory Services
Texas
$593K -$2.54K -50 -0.4%
RCAG
521
Rehmann Capital Advisory Group
Michigan
$584K
SAM
522
Secure Asset Management
Michigan
$577K +$3.65K +72 +0.6%
RIA
523
Realta Investment Advisors
Delaware
$574K -$74.1K -1,461 -11%
H
524
HoyleCohen
California
$574K -$1.77K -35 -0.3%
ECM
525
Evergreen Capital Management
Washington
$570K +$55K +1,084 +11%

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.