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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
KNW
576
Kesler Norman & Wride
Utah
$330K -$84.3K -1,662 -20%
CWA
577
Clarity Wealth Advisors
California
$327K -$6.85K -135 -2%
RCA
578
Resonant Capital Advisors
Wisconsin
$322K
SFM
579
Signet Financial Management
New Jersey
$319K -$87.5K -1,725 -22%
DWM
580
Darwin Wealth Management
Florida
$316K -$990K -19,511 -76%
LF
581
Lee Financial
Texas
$316K +$160K +3,152 +103%
ZCM
582
Ziegler Capital Management
Illinois
$315K +$10.1K +200 +3%
CB
583
Cadence Bank
Mississippi
$315K +$76.1K +1,500 +32%
MFGP
584
Marshall Financial Group (Pennsylvania)
Pennsylvania
$313K +$558 +11 +0.2%
SCG
585
Sonata Capital Group
Washington
$312K +$4.82K +95 +2%
TWM
586
Titus Wealth Management
California
$310K
AAIM
587
Asset Advisors Investment Management
Georgia
$304K
AWM
588
Avondale Wealth Management
Texas
$304K
BFIM
589
Beese Fulmer Investment Management
Ohio
$304K
RA
590
Riverstone Advisors
Texas
$302K -$27.4K -541 -8%
RMAM
591
Raab & Moskowitz Asset Management
New Jersey
$301K -$42.4K -835 -12%
Bank of Nova Scotia
592
Bank of Nova Scotia
Ontario, Canada
$301K
KC
593
Kinloch Capital
Virginia
$300K +$300K +5,913 New
HR
594
Hardy Reed
Mississippi
$296K
PCMC
595
Private Capital Management (Colorado)
Colorado
$290K -$257K -5,056 -47%
1IA
596
1834 Investment Advisors
Wisconsin
$290K
GT
597
Glenview Trust
Kentucky
$290K
BWM
598
Birchcreek Wealth Management
Ohio
$289K +$289K +5,688 New
PWM
599
Palumbo Wealth Management
New York
$288K -$177K -3,490 -38%
NWA
600
New World Advisors
Massachusetts
$288K +$288K +5,685 New

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.