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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
IF
551
Intrua Financial
Texas
$412K -$24.9K -490 -6%
BHWA
552
Beacon Harbor Wealth Advisors
Virginia
$409K -$135K -2,662 -25%
GG
553
Gofen & Glossberg
Illinois
$406K +$406K +8,000 New
ACA
554
Affinity Capital Advisors
California
$403K -$15.8K -311 -4%
WDG
555
Wealth Dimensions Group
Ohio
$400K +$400K +7,880 New
LNWWM
556
Laird Norton Wetherby Wealth Management
California
$399K -$74.6K -1,471 -16%
KA
557
Kovack Advisors
Florida
$398K -$5.78K -114 -1%
CRWM
558
Castle Rock Wealth Management
California
$389K -$1.76M -34,598 -82%
RFC
559
Regions Financial Corp
Alabama
$382K +$52.2K +1,029 +16%
FIA
560
Foundations Investment Advisors
Arizona
$382K +$382K +7,526 New
RRA
561
Round Rock Advisors
Connecticut
$375K
CB
562
Commerce Bank
Missouri
$373K -$18.5K -365 -5%
APW
563
Aurora Private Wealth
New Jersey
$369K -$8.88K -175 -2%
FHA
564
Flagship Harbor Advisors
Massachusetts
$368K -$166K -3,273 -31%
LCWP
565
Legacy Capital Wealth Partners
Arkansas
$368K +$59.2K +1,166 +19%
ICP
566
Interchange Capital Partners
Pennsylvania
$361K -$331K -6,522 -48%
CCFM
567
Clear Creek Financial Management
Washington
$355K +$355K +7,000 New
FF
568
Fluent Financial
Texas
$354K +$354K +6,968 New
KCM
569
Karp Capital Management
California
$352K -$1.24M -24,451 -78%
WP
570
WealthShield Partners
North Carolina
$348K +$139K +2,746 +67%
OCM
571
Orion Capital Management
California
$346K
QAM
572
Q3 Asset Management
Michigan
$339K -$77.7K -1,532 -19%
SWP
573
Strategic Wealth Partners
Ohio
$339K -$8.37K -165 -2%
WT
574
Whittier Trust
California
$333K -$2.4M -47,293 -88%
HWA
575
HHM Wealth Advisors
Tennessee
$333K -$300K -5,920 -47%

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.