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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
TWM
576
Titus Wealth Management
California
$309K -$25.4K -500 -8%
LCWP
577
Legacy Capital Wealth Partners
Arkansas
$309K +$310K +6,096 New
SCG
578
Sonata Capital Group
Washington
$307K +$96.8K +1,906 +46%
PA
579
Parallel Advisors
California
$306K -$20.1K -396 -6%
AWM
580
Avondale Wealth Management
Texas
$305K
BFIM
581
Beese Fulmer Investment Management
Ohio
$305K
PAM
582
Peak Asset Management
Colorado
$305K
PCS
583
Personal CFO Solutions
New Jersey
$305K
ZCM
584
Ziegler Capital Management
Illinois
$305K +$40.6K +800 +15%
AAIM
585
Asset Advisors Investment Management
Georgia
$304K -$50.8K -1,000 -14%
BG
586
Benedetti & Gucer
Georgia
$304K +$305K +6,000 New
Bank of Nova Scotia
587
Bank of Nova Scotia
Ontario, Canada
$301K
HFS
588
Howard Financial Services
Texas
$299K -$36.7K -722 -11%
HR
589
Hardy Reed
Mississippi
$297K
FDCDDQ
590
Federation des caisses Desjardins du Quebec
Quebec, Canada
$294K +$294K +5,786 New
1IA
591
1834 Investment Advisors
Wisconsin
$290K -$454K -8,933 -61%
GT
592
Glenview Trust
Kentucky
$290K
BWL
593
Bogart Wealth LLC
Virginia
$281K +$125K +2,462 +80%
MAG
594
Mayfair Advisory Group
Alabama
$275K +$275K +5,422 New
WWM
595
Windsor Wealth Management
Indiana
$271K +$559 +11 +0.2%
EWM
596
EPG Wealth Management
Georgia
$271K +$271K +5,336 New
SCM
597
SOL Capital Management
Maryland
$266K
BWP
598
BSW Wealth Partners
Colorado
$263K -$36.6K -720 -12%
SA
599
Shilanski & Associates
Alaska
$261K +$1.73K +34 +0.7%
Principal Financial Group
600
Principal Financial Group
Iowa
$260K +$260K +5,128 New

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.