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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
LWM
551
Liberty Wealth Management
California
$100K +$100K +1,971 New
SFG
552
Sowa Financial Group
Rhode Island
$97K
BWM
553
BerganKDV Wealth Management
Minnesota
$94K -$7.06K -139 -7%
PFS
554
Prospera Financial Services
Texas
$77K -$1.12M -22,052 -94%
SC
555
Steph & Co
Wisconsin
$75K +$75K +1,475 New
GAM
556
Gemmer Asset Management
California
$72K +$1.83K +36 +3%
ETI
557
Enterprise Trust & Investment
California
$62K
SFPG
558
Stonebridge Financial Planning Group
Florida
$51K +$50.8K +1,000 New
SFA
559
Semmax Financial Advisors
North Carolina
$50K
HI
560
Hudock Inc
Pennsylvania
$50K +$50K +984 New
BWA
561
BDO Wealth Advisors
Florida
$46K -$188K -3,698 -80%
GTAM
562
Global Trust Asset Management
Florida
$40K -$965 -19 -2%
OC
563
Oakworth Capital
Alabama
$39K +$39.2K +772 New
TFS
564
TrustCore Financial Services
Tennessee
$31K
LAS
565
Lloyd Advisory Services
Georgia
$30K -$583K -11,464 -95%
RG
566
Retirement Group
California
$30K +$3.3K +65 +13%
FFA
567
Founders Financial Alliance
North Carolina
$30K +$30.5K +600 New
WT
568
Washington Trust
Rhode Island
$30K +$30.5K +600 New
CAPTRUST Financial Advisors
569
CAPTRUST Financial Advisors
North Carolina
$28K +$10.2K +200 +57%
PWMG
570
Prestige Wealth Management Group
New Jersey
$28K +$27.9K +550 New
PCWA
571
Pacific Capital Wealth Advisors
California
$26K +$26.1K +513 New
CWC
572
Carolinas Wealth Consulting
North Carolina
$25K +$20.1K +396 +384%
TI
573
tru Independence
Oregon
$25K +$25K +492 New
PFBT
574
Parkside Financial Bank & Trust
Missouri
$23K
PFGIA
575
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$30.6K -603 -70%

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.