We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF
JPST

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537 → 586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104 → 113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63% → 56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$146M
2
UBS Group
UBS Group
Switzerland
+$83.5M
3
SMM
Stadion Money Management
Georgia
+$55.1M
4
Bank of America
Bank of America
North Carolina
+$52.2M
5
KA
Klingman & Associates
New York
+$46.6M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$291M
2
Jane Street
Jane Street
New York
-$103M
3
Wells Fargo
Wells Fargo
California
-$55M
4
AIM
Astor Investment Management
Illinois
-$40.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$30M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
601
Elevated Capital Advisors
Utah
– -$566K -11,135 Closed
MWA
602
Meridian Wealth Advisors
Texas
– -$565K -11,135 Closed
CCFM
603
Clear Creek Financial Management
Washington
– -$514K -10,150 Closed
GIM
604
Greenwich Investment Management
Connecticut
– -$419K -8,250 Closed
VHAM
605
Van Hulzen Asset Management
California
– -$408K -8,050 Closed
BAM
606
Belpointe Asset Management
Nevada
– -$407K -8,023 Closed
EWM
607
EPG Wealth Management
Georgia
– -$360K -7,094 Closed
HPC
608
Hobart Private Capital
North Carolina
– -$341K -6,717 Closed
IC
609
Inscription Capital
Texas
– -$306K -6,037 Closed
Koshinski Asset Management
610
Koshinski Asset Management
Illinois
– -$262K -5,162 Closed
LIA
611
LS Investment Advisors
Michigan
– -$254K -5,000 Closed
BlackRock
612
BlackRock
New York
– -$251K -4,953 Closed
RCAG
613
Rehmann Capital Advisory Group
Michigan
– -$248K -4,891 Closed
LI
614
LVZ Inc
Michigan
– -$239K -4,705 Closed
MSAM
615
Moloney Securities Asset Management
Missouri
– -$208K -4,100 Closed
FF
616
Fluent Financial
Texas
– -$206K -4,059 Closed
BI
617
Bramshill Investments
Florida
– -$191K -3,756 Closed
SIM
618
Sonora Investment Management
Arizona
– -$75K -1,485 Closed
LS
619
Leelyn Smith
Illinois
– -$49K -973 Closed
VFA
620
Valeo Financial Advisors
Indiana
– -$13K -258 Closed
PNC Financial Services Group
621
PNC Financial Services Group
Pennsylvania
– -$10K -192 Closed
IWP
622
IAG Wealth Partners
Wisconsin
– -$9K -175 Closed
SFC
623
SYM Financial Corp
Indiana
– +$51 +1 New
21 22 23 24
25

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.