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JPMorgan Ultra-Short Income ETF

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

16% more funds holding in top 10

Funds holding in top 10: 114132 (+18)

7% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$745M)

1% more funds holding

Funds holding: 690698 (+8)

8% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 277

0.75% more ownership

Funds ownership: 59.53%60.29% (+0.75%)

Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.22%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.31%
New
64
Increased
299
Reduced
277
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
601
Asset Advisors Investment Management
Georgia
$304K
AWM
602
Avondale Wealth Management
Texas
$304K
BFIM
603
Beese Fulmer Investment Management
Ohio
$304K
RA
604
Riverstone Advisors
Texas
$302K
KC
605
Kinloch Capital
Virginia
$300K +$456 +9 +0.2%
BCA
606
Bay Colony Advisors
Massachusetts
$297K -$193K -3,796 -39%
OFG
607
Oxford Financial Group
Indiana
$297K +$297K +5,863 New
NFSG
608
Newbridge Financial Services Group
Florida
$296K +$296K +5,830 New
CWM
609
Curi Wealth Management
North Carolina
$294K +$78.4K +1,545 +36%
CA
610
Calton & Associates
Florida
$293K -$392K -7,738 -57%
GT
611
Glenview Trust
Kentucky
$290K
CCFM
612
Clear Creek Financial Management
Washington
$289K -$65.9K -1,300 -19%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$288K +$33.6K +663 +13%
1IA
614
1834 Investment Advisors
Wisconsin
$282K -$7.66K -151 -3%
CFO
615
Collective Family Office
Pennsylvania
$281K -$5.53K -109 -2%
CWA
616
Canvas Wealth Advisors
Kansas
$279K
DWM
617
Darwin Wealth Management
Florida
$278K -$37.6K -742 -12%
SW
618
SteelPeak Wealth
California
$278K +$278K +5,486 New
FHB
619
First Hawaiian Bank
Hawaii
$276K
MAG
620
Mayfair Advisory Group
Alabama
$275K
WWM
621
Windsor Wealth Management
Indiana
$271K +$456 +9 +0.2%
ZCM
622
Ziegler Capital Management
Illinois
$264K -$50.7K -1,000 -16%
SFM
623
Signet Financial Management
New Jersey
$258K -$60.8K -1,199 -19%
NB
624
Northwest Bancshares
Pennsylvania
$254K
FPCP
625
Fort Point Capital Partners
California
$254K +$254K +5,015 New

JPST Hedge Fund Activity: Q3 2021 in Review

698 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2021, worth a combined $11.1B — up 7.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JPST positions and 41 closed out — a net gain of 23 holders — while 299 added to existing stakes and 277 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $205M.

  • 698 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2021, up from 690 in Q2 2021.
  • Funds reported $11.1B of JPMorgan Ultra-Short Income ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 64 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2021 and 41 closed out, a net change of +23 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2021 was Fidelity Investments, an estimated $285M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2021 was JP Morgan Chase, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2021.