We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02%59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
526
KeyBank National Association
Ohio
$477K +$22.8K +450 +5%
NB
527
Nicolet Bankshares
Wisconsin
$473K -$7.81K -154 -2%
CBFP
528
Cedar Brook Financial Partners
Ohio
$470K +$99.2K +1,956 +27%
SWMP
529
Signature Wealth Management Partners
New Jersey
$469K -$93.2K -1,836 -17%
Creative Planning
530
Creative Planning
Kansas
$469K +$41.1K +810 +10%
MWA
531
Meridian Wealth Advisors
Texas
$465K +$266K +5,238 +133%
HWA
532
Heartwood Wealth Advisors
Virginia
$462K -$153K -3,010 -25%
RFA
533
Reilly Financial Advisors
California
$462K -$50.7K -1,000 -10%
IWC
534
Integrated Wealth Concepts
Massachusetts
$459K -$282K -5,566 -38%
PA
535
PFG Advisors
Arizona
$459K -$80.4K -1,584 -15%
SC
536
Solstein Capital
California
$452K -$223K -4,400 -33%
BWM
537
BCGM Wealth Management
Indiana
$452K +$11.1K +218 +3%
CF
538
Copperwynd Financial
Arizona
$443K -$110K -2,165 -20%
HS
539
Horan Securities
United States
$443K +$268K +5,290 +154%
CCA
540
Childress Capital Advisors
Texas
$441K +$5.07K +100 +1%
SCM
541
Sterneck Capital Management
Missouri
$440K
DE
542
Day & Ennis
Georgia
$438K -$3.91K -77 -0.9%
FHA
543
First Horizon Advisors
Tennessee
$435K -$33K -650 -7%
GPWA
544
Great Point Wealth Advisors
Massachusetts
$425K +$15.5K +305 +4%
RPGK
545
Retirement Planning Group (Kansas)
Kansas
$425K +$425K +8,382 New
CIBC World Market
546
CIBC World Market
Ontario, Canada
$421K +$164K +3,239 +64%
SCM
547
SOL Capital Management
Maryland
$419K +$152K +3,000 +57%
BG
548
Benedetti & Gucer
Georgia
$416K +$112K +2,207 +37%
DY
549
Dowling & Yahnke
California
$415K -$194K -3,814 -32%
PFS
550
Prospera Financial Services
Texas
$414K -$75.1K -1,481 -15%

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.