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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
PWM
626
Purus Wealth Management
California
$207K -$8.89K -175 -4%
SG
627
StoneX Group
New York
$207K
BJL
628
Brighton Jones LLC
Washington
$206K -$31K -611 -13%
MA
629
Mezzasalma Advisors
New Jersey
$203K
MWA
630
Meridian Wealth Advisors
Texas
$200K -$120K -2,372 -38%
JWA
631
JFS Wealth Advisors
Pennsylvania
$198K +$198K +3,898 New
AWM
632
AllSquare Wealth Management
New York
$186K -$12.7K -250 -6%
BWM
633
BerganKDV Wealth Management
Minnesota
$180K +$180K +3,548 New
HS
634
Horan Securities
United States
$175K +$175K +3,440 New
LF
635
Lee Financial
Texas
$156K +$45.7K +900 +41%
WWM
636
Wolff Wiese Magana
California
$150K
NSIM
637
North Star Investment Management
Illinois
$146K
AWM
638
Atticus Wealth Management
Florida
$137K -$451K -8,874 -77%
WTC
639
WhitTier Trust Company
Nevada
$133K -$30.5K -600 -19%
AWM
640
Avior Wealth Management
Nebraska
$123K -$5.89K -116 -5%
AIM
641
Acropolis Investment Management
Missouri
$115K -$25.9K -511 -18%
AWM
642
Accel Wealth Management
Iowa
$110K
Toronto Dominion Bank
643
Toronto Dominion Bank
Ontario, Canada
$107K
GI
644
Gradient Investments
Minnesota
$104K +$104K +2,057 New
FPB
645
First PREMIER Bank
South Dakota
$100K
CWM
646
Consultiva Wealth Management
Puerto Rico
$95K
SCA
647
Stonebridge Capital Advisors
Minnesota
$93K +$93.1K +1,833 New
MAM
648
Meeder Asset Management
Ohio
$87K +$10.3K +202 +13%
MF
649
Manchester Financial
California
$86K -$45.2K -890 -35%
CAGAS
650
Capital Advisory Group Advisory Services
Minnesota
$83K -$15.2K -299 -16%

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.