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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
FCA
551
FinTrust Capital Advisors
South Carolina
$480K +$225K +4,430 +88%
BCI
552
Brinker Capital Investments
Pennsylvania
$478K
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$475K +$75.6K +1,490 +19%
MA
554
MJP Associates
Connecticut
$473K +$473K +9,324 New
CF
555
Clarity Financial
Texas
$469K +$251K +4,950 +115%
RC
556
Rovin Capital
Arizona
$465K -$491K -9,684 -51%
MWA
557
Meridian Wealth Advisors
Texas
$465K
WMP
558
Wealth Management Partners
Arizona
$464K -$506K -9,967 -52%
BRA
559
Biechele Royce Advisors
Indiana
$452K -$99.7K -1,965 -18%
RFA
560
Reilly Financial Advisors
California
$451K -$10.1K -200 -2%
CCIA
561
Cherry Creek Investment Advisors
Colorado
$450K +$170K +3,351 +61%
BWM
562
BCGM Wealth Management
Indiana
$442K -$8.52K -168 -2%
BWFA
563
Baltimore-Washington Financial Advisors
Maryland
$442K +$443K +8,730 New
DE
564
Day & Ennis
Georgia
$438K
USCWA
565
U.S. Capital Wealth Advisors
Texas
$427K +$427K +8,413 New
CF
566
Copperwynd Financial
Arizona
$423K -$20.1K -397 -5%
B
567
Bailard
California
$420K +$170K +3,343 +68%
CIBC World Market
568
CIBC World Market
Ontario, Canada
$417K -$3.15K -62 -0.7%
HWA
569
Heartwood Wealth Advisors
Virginia
$411K -$50K -986 -11%
SWMP
570
Signature Wealth Management Partners
New Jersey
$410K -$59.3K -1,169 -13%
BHWA
571
Beacon Harbor Wealth Advisors
Virginia
$409K
OCM
572
Orion Capital Management
California
$403K +$57.2K +1,127 +17%
BG
573
Benedetti & Gucer
Georgia
$401K -$15.1K -297 -4%
WDG
574
Wealth Dimensions Group
Ohio
$400K
PWM
575
Purus Wealth Management
California
$399K +$192K +3,793 +93%

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.