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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
BCI
526
Brinker Capital Investments
Pennsylvania
$478K -$24.7K -487 -5%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$474K -$112K -2,206 -19%
FHA
528
First Horizon Advisors
Tennessee
$468K -$81.6K -1,607 -15%
PWM
529
Palumbo Wealth Management
New York
$466K +$135K +2,655 +41%
COF
530
Capital One Financial
Virginia
$464K -$17.6K -346 -4%
LSPW
531
Lake Street Private Wealth
Illinois
$457K +$50.9K +1,003 +13%
KeyBank National Association
532
KeyBank National Association
Ohio
$454K -$50.8K -1,000 -10%
KPWS
533
Kestra Private Wealth Services
Texas
$453K -$1.53M -30,096 -77%
DE
534
Day & Ennis
Georgia
$442K -$80K -1,575 -15%
BWM
535
BCGM Wealth Management
Indiana
$441K +$2.08K +41 +0.5%
SCM
536
Sterneck Capital Management
Missouri
$440K -$17.8K -350 -4%
IF
537
Intrua Financial
Texas
$437K +$437K +8,612 New
CCA
538
Childress Capital Advisors
Texas
$436K -$3.1M -61,023 -88%
CAM
539
Concorde Asset Management
Michigan
$432K -$45.7K -900 -10%
SS
540
Simplicity Solutions
Minnesota
$431K -$27.5M -540,609 -98%
Creative Planning
541
Creative Planning
Kansas
$428K +$110K +2,172 +35%
OWM
542
OneAscent Wealth Management
Alabama
$427K -$558K -10,982 -57%
VHAM
543
Van Hulzen Asset Management
California
$427K +$427K +8,406 New
ACA
544
Affinity Capital Advisors
California
$419K +$419K +8,246 New
Comerica Bank
545
Comerica Bank
Texas
$418K +$81.5K +1,605 +24%
QAM
546
Q3 Asset Management
Michigan
$417K +$53.1K +1,045 +15%
KNW
547
Kesler Norman & Wride
Utah
$414K
MOS
548
MGO One Seven
Ohio
$411K -$11.2K -220 -3%
GPWA
549
Great Point Wealth Advisors
Massachusetts
$409K -$9.8K -193 -2%
SFM
550
Signet Financial Management
New Jersey
$407K +$51 +1 +0%

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.