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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
LC
526
Lindbrook Capital
California
$566K -$203K -4,000 -26%
DWM
527
Doyle Wealth Management
Florida
$563K
NEPWA
528
New England Private Wealth Advisors
Massachusetts
$559K -$57.3K -1,130 -9%
TFO
529
Tarbox Family Office
California
$556K -$655K -12,919 -54%
ICP
530
Ironvine Capital Partners
Nebraska
$556K
M1FG
531
Mach-1 Financial Group
Arkansas
$556K +$60.9K +1,200 +12%
ACS
532
Archford Capital Strategies
Illinois
$550K -$53.4K -1,053 -9%
HA
533
Herold Advisors
New York
$545K +$545K +10,750 New
TC
534
Tatro Capital
Kentucky
$532K +$51 +1 +0%
IWM
535
IHT Wealth Management
Illinois
$525K -$827K -16,314 -61%
CFGS
536
Concourse Financial Group Securities
Alabama
$522K +$33.1K +653 +7%
IWC
537
Integrated Wealth Concepts
Massachusetts
$522K +$63K +1,242 +14%
BBA
538
Braun-Bostich & Associates
Pennsylvania
$521K -$73.8K -1,455 -12%
AA
539
ACT Advisors
North Carolina
$515K -$108K -2,125 -17%
ICP
540
Interchange Capital Partners
Pennsylvania
$514K +$153K +3,026 +42%
State Farm Mutual Automobile Insurance
541
State Farm Mutual Automobile Insurance
Illinois
$508K
NB
542
Nicolet Bankshares
Wisconsin
$508K +$34.7K +684 +7%
HFS
543
Howard Financial Services
Texas
$504K +$504K +9,946 New
IAP
544
Indie Asset Partners
Indiana
$493K -$81.2K -1,600 -14%
CAG
545
Csenge Advisory Group
Florida
$493K -$32.8K -646 -6%
PCM
546
Pennsylvania Capital Management
Pennsylvania
$490K -$143K -2,829 -23%
BFS
547
Bickling Financial Services
Massachusetts
$489K -$133K -2,621 -21%
PA
548
PFG Advisors
Arizona
$486K +$27.5K +542 +6%
AOG
549
Alpha Omega Group
Virginia
$484K +$5.07K +100 +1%
KeyBank National Association
550
KeyBank National Association
Ohio
$484K +$7.61K +150 +2%

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.