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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
GI
651
Gradient Investments
Minnesota
$101K -$3.35K -66 -3%
FPB
652
First PREMIER Bank
South Dakota
$100K
TCM
653
TD Capital Management
Tennessee
$97K -$141K -2,788 -59%
MAM
654
Meeder Asset Management
Ohio
$87K
BWL
655
Bogart Wealth LLC
Virginia
$81K -$200K -3,937 -71%
EBA
656
Eagle Bay Advisors
New York
$80K +$77.8K +1,533 New
SIS
657
Sound Income Strategies
Florida
$71K +$70.8K +1,395 New
CAGAS
658
Capital Advisory Group Advisory Services
Minnesota
$67K -$15.9K -314 -19%
SC
659
Steph & Co
Wisconsin
$51K
SSC
660
Syverson Strege & Co
Iowa
$47K -$3.15K -62 -6%
SWA
661
SOA Wealth Advisors
New York
$47K
CWA
662
Clearview Wealth Advisors
Oregon
$45K
SFA
663
Semmax Financial Advisors
North Carolina
$45K
LWCFA
664
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K +$43.9K +866 New
WTC
665
WhitTier Trust Company
Nevada
$43K -$90.6K -1,785 -68%
PWS
666
Paragon Wealth Strategies
Florida
$41K +$41K +809 New
OC
667
Oakworth Capital
Alabama
$39K
GTAM
668
Global Trust Asset Management
Florida
$39K +$51 +1 +0.1%
TFS
669
TrustCore Financial Services
Tennessee
$35K +$4.36K +86 +14%
RG
670
Retirement Group
California
$30K
PFBT
671
Parkside Financial Bank & Trust
Missouri
$23K
SQA
672
Simon Quick Advisors
New Jersey
$20K
RDWM
673
Red Door Wealth Management
Tennessee
$19K +$19.7K +389 New
PWA
674
Phoenix Wealth Advisors
North Carolina
$15K
EAM
675
Eukles Asset Management
Ohio
$14K

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.