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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
CFO
601
Collective Family Office
Pennsylvania
$287K +$39.7K +782 +16%
CCIA
602
Cherry Creek Investment Advisors
Colorado
$280K +$280K +5,524 New
CWA
603
Canvas Wealth Advisors
Kansas
$279K -$276K -5,439 -50%
FHB
604
First Hawaiian Bank
Hawaii
$276K -$220K -4,332 -44%
MAG
605
Mayfair Advisory Group
Alabama
$275K
EWM
606
EPG Wealth Management
Georgia
$274K +$2.84K +56 +1%
WWM
607
Windsor Wealth Management
Indiana
$271K +$457 +9 +0.2%
GAM
608
Gemmer Asset Management
California
$271K +$200K +3,947 +282%
MG
609
Mather Group
Illinois
$265K -$129K -2,533 -33%
HCM
610
Hall Capital Management
Rhode Island
$258K +$258K +5,080 New
FCA
611
FinTrust Capital Advisors
South Carolina
$255K +$5.43K +107 +2%
DFA
612
DHJJ Financial Advisors
Illinois
$255K +$6.14K +121 +2%
SFSIG
613
San Francisco Sentry Investment Group
California
$254K -$81.1K -1,599 -24%
NB
614
Northwest Bancshares
Pennsylvania
$254K -$3.4K -67 -1%
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$254K +$193K +3,795 +312%
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K
NB
617
NBT Bank
New York
$252K -$96.4K -1,900 -28%
B
618
Bailard
California
$251K -$3.55M -69,915 -93%
PGA
619
Portland Global Advisors
Maine
$250K
CCP
620
Clarkston Capital Partners
Michigan
$250K +$250K +4,928 New
NNP
621
Nachman Norwood & Parrott
South Carolina
$244K
C
622
Certuity
Florida
$232K +$101 +2 +0%
BRWM
623
B. Riley Wealth Management
Tennessee
$229K +$101 +2 +0%
CHJWM
624
Carlton Hofferkamp & Jenks Wealth Management
Texas
$228K -$358K -7,050 -61%
SAM
625
Summit Asset Management
Tennessee
$227K

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.