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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
SRSA
526
S.R. Schill & Associates
Washington
$205K +$205K +4,039 New
PG
527
Patten Group
Tennessee
$204K
CWG
528
Cornerstone Wealth Group
North Carolina
$203K
PB
529
Pinnacle Bancorp
Nebraska
$200K +$102K +2,000 +103%
SBL
530
Sargent Bickham Lagudis
Colorado
$200K +$200K +3,936 New
AC
531
Alexandria Capital
Virginia
$200K +$200K +3,943 New
AIM
532
Acropolis Investment Management
Missouri
$194K +$15.4K +303 +9%
GFPC
533
Global Financial Private Client
Florida
$185K -$94.3K -1,855 -34%
APA
534
American Portfolios Advisors
New York
$180K +$117K +2,304 +187%
WTC
535
WhitTier Trust Company
Nevada
$175K +$175K +3,450 New
LF
536
Lee Financial
Texas
$161K -$50.8K -1,000 -24%
TCM
537
TD Capital Management
Tennessee
$159K -$129K -2,548 -45%
BWL
538
Bogart Wealth LLC
Virginia
$155K +$75K +1,475 +93%
NSIM
539
North Star Investment Management
Illinois
$146K +$146K +2,872 New
AWM
540
Avior Wealth Management
Nebraska
$139K -$1.63K -32 -1%
PA
541
Parallel Advisors
California
$134K +$126K +2,478 +1,588%
MF
542
Manchester Financial
California
$130K -$13.1K -258 -9%
AWA
543
Arkadios Wealth Advisors
Georgia
$128K +$356 +7 +0.3%
PCG
544
Private Capital Group
Connecticut
$124K +$21.5K +423 +21%
JCM
545
Jacobi Capital Management
Pennsylvania
$123K +$79.8K +1,570 +184%
SIAS
546
Shine Investment Advisory Services
Colorado
$108K
Toronto Dominion Bank
547
Toronto Dominion Bank
Ontario, Canada
$107K
MA
548
MUFG Americas
New York
$102K
BWM
549
BNC Wealth Management
Oregon
$102K +$102K +2,000 New
Northwestern Mutual Wealth Management
550
Northwestern Mutual Wealth Management
Wisconsin
$100K +$34.6K +681 +53%

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.