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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
IAS
676
IMA Advisory Services
Colorado
$7K +$6.8K +134 New
FI
677
FormulaFolio Investments
Michigan
$3K +$3.25K +64 New
1WM
678
1900 Wealth Management
Texas
$2.08K -$752K -14,805 -27%
AWA
679
Arkadios Wealth Advisors
Georgia
$2K -$129K -2,535 -98%
LFG
680
Larson Financial Group
Missouri
$2K +$1.73K +34 New
MA
681
MBA Advisors
Pennsylvania
$771 +$771K +15,186 New
BBHC
682
Brown Brothers Harriman & Co
New York
$41
TNB
683
Thomasville National Bank
Georgia
-$14.7M -289,097 Closed
RWA
684
Redhawk Wealth Advisors
Minnesota
-$5.56M -109,492 Closed
SCP
685
Syntal Capital Partners
Texas
-$5.07K -99,808 Closed
PJSIMP
686
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$3.69M -72,612 Closed
MCM
687
Monument Capital Management
Virginia
-$2.53M -49,814 Closed
ACM
688
Avalon Capital Management
California
-$2.17M -42,798 Closed
OFS
689
Oldfather Financial Services
Nebraska
-$1.78M -35,096 Closed
HCM
690
Hollencrest Capital Management
California
-$1.75M -34,500 Closed
AAM
691
Ascension Asset Management
New York
-$1.26M -24,814 Closed
BWG
692
Beta Wealth Group
California
-$1.21M -23,854 Closed
SYBT
693
Stock Yards Bank & Trust
Kentucky
-$1.21M -23,775 Closed
CCA
694
Clearwater Capital Advisors
Illinois
-$1.02M -20,185 Closed
FIA
695
Foundations Investment Advisors
Arizona
-$924K -18,191 Closed
KP
696
Keel Point
Alabama
-$910K -17,919 Closed
GM
697
GeoWealth Management
Illinois
-$735K -14,568 Closed
T2I
698
Turim 21 Investimentos
Brazil
-$553K -10,893 Closed
MCP
699
Mirador Capital Partners
California
-$530K -10,433 Closed
TSS
700
Two Sigma Securities
New York
-$463K -9,112 Closed

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.