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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
JFGIW
626
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K
DFA
627
DHJJ Financial Advisors
Illinois
$251K -$3.7K -73 -1%
PGA
628
Portland Global Advisors
Maine
$250K
CBFP
629
Cedar Brook Financial Partners
Ohio
$247K -$223K -4,391 -47%
VAS
630
Vestmark Advisory Solutions
Massachusetts
$245K +$245K +4,826 New
PCMC
631
Private Capital Management (Colorado)
Colorado
$244K -$46.2K -910 -16%
QPWM
632
Quadrant Private Wealth Management
Pennsylvania
$236K +$236K +4,659 New
C
633
Certuity
Florida
$232K +$51 +1 +0%
OFS
634
OneAscent Financial Services
Alabama
$231K +$231K +4,553 New
TWM
635
Titus Wealth Management
California
$228K -$81.2K -1,600 -26%
SAM
636
Summit Asset Management
Tennessee
$227K
OWM
637
OneAscent Wealth Management
Alabama
$226K +$226K +4,455 New
NB
638
NBT Bank
New York
$225K -$26.9K -530 -11%
PFS
639
Prospera Financial Services
Texas
$221K -$194K -3,817 -47%
GAM
640
Gemmer Asset Management
California
$220K -$51.3K -1,011 -19%
TIM
641
Total Investment Management
Arizona
$220K +$101 +2 +0%
PG
642
Patten Group
Tennessee
$214K
FIA
643
Foundations Investment Advisors
Arizona
$209K -$172K -3,396 -45%
HCM
644
Hall Capital Management
Rhode Island
$207K -$50.7K -1,000 -20%
FRA
645
Front Row Advisors
California
$203K
MA
646
Mezzasalma Advisors
New Jersey
$203K
SAM
647
Silvercrest Asset Management
New York
$203K +$203K +4,000 New
PWM
648
Palumbo Wealth Management
New York
$200K -$88.8K -1,750 -31%
GHAM
649
Gilman Hill Asset Management
Connecticut
$200K +$200K +3,950 New
DTIM
650
Danda Trouve Investment Management
Kansas
$183K +$183K +3,614 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.