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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
KA
551
Kovack Advisors
Florida
$404K +$404K +7,957 New
MG
552
Mather Group
Illinois
$394K -$566K -11,142 -59%
APA
553
American Portfolios Advisors
New York
$392K +$137K +2,707 +54%
CB
554
Commerce Bank
Missouri
$392K +$392K +7,720 New
DWM
555
Doyle Wealth Management
Florida
$388K -$20.7K -408 -5%
APW
556
Aurora Private Wealth
New Jersey
$378K +$8.43K +166 +2%
RRA
557
Round Rock Advisors
Connecticut
$375K -$17.8K -350 -5%
BRA
558
Biechele Royce Advisors
Indiana
$375K +$123K +2,415 +49%
CBFP
559
Cedar Brook Financial Partners
Ohio
$371K -$106K -2,078 -22%
RPSA
560
Richard P. Slaughter Associates
Texas
$369K -$2.65M -52,223 -88%
IIA
561
IPG Investment Advisors
California
$351K +$127K +2,500 +57%
NB
562
NBT Bank
New York
$349K
SWP
563
Strategic Wealth Partners
Ohio
$347K -$42.8K -842 -11%
OCM
564
Orion Capital Management
California
$346K +$26.7K +525 +8%
JCM
565
Jacobi Capital Management
Pennsylvania
$344K +$265K +5,209 +330%
RMAM
566
Raab & Moskowitz Asset Management
New Jersey
$343K +$129K +2,550 +60%
TCA
567
Transcend Capital Advisors
New Jersey
$342K -$179K -3,518 -34%
SFSIG
568
San Francisco Sentry Investment Group
California
$336K -$20.2K -398 -6%
CWA
569
Clarity Wealth Advisors
California
$334K +$50.8K +1,000 +18%
TC
570
Tatro Capital
Kentucky
$332K +$102 +2 +0%
RFC
571
Regions Financial Corp
Alabama
$330K
RA
572
Riverstone Advisors
Texas
$329K -$193K -3,797 -37%
OFS
573
OneAscent Financial Services
Alabama
$327K -$558K -10,982 -63%
RCA
574
Resonant Capital Advisors
Wisconsin
$322K -$700K -13,794 -68%
MFGP
575
Marshall Financial Group (Pennsylvania)
Pennsylvania
$312K +$609 +12 +0.2%

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.