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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
GAM
651
Gemmer Asset Management
California
$71K +$152 +3 +0.2%
ETI
652
Enterprise Trust & Investment
California
$62K
PFGIA
653
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$7.62K +150 +14%
SC
654
Steph & Co
Wisconsin
$51K
SIC
655
Salem Investment Counselors
North Carolina
$51K +$50.8K +1,000 New
SSC
656
Syverson Strege & Co
Iowa
$50K +$50.3K +990 New
SWA
657
SOA Wealth Advisors
New York
$47K
SFA
658
Semmax Financial Advisors
North Carolina
$45K -$4.72K -93 -9%
CWA
659
Clearview Wealth Advisors
Oregon
$45K
HFS
660
Horizon Financial Services
North Carolina
$43K +$43.5K +856 New
OC
661
Oakworth Capital
Alabama
$39K
GTAM
662
Global Trust Asset Management
Florida
$39K +$51 +1 +0.1%
TF
663
TimeScale Financial
Massachusetts
$36K +$36.1K +711 New
TFS
664
TrustCore Financial Services
Tennessee
$31K
RG
665
Retirement Group
California
$30K
WT
666
Washington Trust
Rhode Island
$30K
PFBT
667
Parkside Financial Bank & Trust
Missouri
$23K
AssetMark Inc
668
AssetMark Inc
California
$20K -$21K -414 -52%
SQA
669
Simon Quick Advisors
New Jersey
$20K +$20.3K +400 New
AF
670
Advisornet Financial
Minnesota
$16K -$13.9K -273 -46%
PWA
671
Phoenix Wealth Advisors
North Carolina
$15K
EAM
672
Eukles Asset Management
Ohio
$14K +$14.2K +280 New
FFC
673
Fure Financial Corporation
Minnesota
$14K +$14.7K +290 New
BAMG
674
Brand Asset Management Group
Missouri
$9K +$8.99K +177 New
VFA
675
Valeo Financial Advisors
Indiana
$8K -$64.2K -1,264 -89%

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.