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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
BFG
601
Berger Financial Group
Minnesota
$259K -$51.5K -1,014 -17%
NB
602
Northwest Bancshares
Pennsylvania
$257K +$3.4K +67 +1%
CIBC World Market
603
CIBC World Market
Ontario, Canada
$256K +$256K +5,050 New
JFGIW
604
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K
HAS
605
HBW Advisory Services
California
$253K +$253K +4,979 New
RCAG
606
Rehmann Capital Advisory Group
Michigan
$250K
PGA
607
Portland Global Advisors
Maine
$250K -$100K -1,975 -29%
FCA
608
FinTrust Capital Advisors
South Carolina
$250K +$47.6K +937 +23%
DFA
609
DHJJ Financial Advisors
Illinois
$249K -$1.17K -23 -0.5%
CFO
610
Collective Family Office
Pennsylvania
$247K -$381K -7,500 -61%
NNP
611
Nachman Norwood & Parrott
South Carolina
$244K -$15K -295 -6%
CAL
612
Capital Analysts LLC
Pennsylvania
$239K +$151K +2,965 +170%
CB
613
Cadence Bank
Mississippi
$239K +$239K +4,700 New
TA
614
Tiedemann Advisors
New York
$239K +$240K +4,718 New
TCM
615
TD Capital Management
Tennessee
$238K -$16.5K -325 -6%
Jane Street
616
Jane Street
New York
$238K +$238K +4,685 New
C
617
Certuity
Florida
$232K +$51 +1 +0%
BRWM
618
B. Riley Wealth Management
Tennessee
$229K +$5.18K +102 +2%
SMC
619
Smith, Moore & Co
Missouri
$227K -$20.3K -399 -8%
SAM
620
Summit Asset Management
Tennessee
$227K
LWA
621
Lineweaver Wealth Advisors
Ohio
$224K -$126K -2,484 -36%
GLA
622
Good Life Advisors
Pennsylvania
$223K +$14.2K +279 +7%
LIA
623
LBMC Investment Advisors
Tennessee
$215K +$215K +4,233 New
WP
624
WealthShield Partners
North Carolina
$209K -$5.08K -100 -2%
PG
625
Patten Group
Tennessee
$209K

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.