We are live on ! Find out more
JPST icon

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
AF
676
Advisornet Financial
Minnesota
$13K -$3.5K -69 -22%
PNC Financial Services Group
677
PNC Financial Services Group
Pennsylvania
$10K +$10.1K +200 New
WQ
678
Wealth Quarterback
New Jersey
$6K +$5.68K +112 New
HWMA
679
Heritage Wealth Management (Arizona)
Arizona
$5K +$4.62K +91 New
SB
680
Strategic Blueprint
Georgia
$4K +$3.75K +74 New
HR
681
Howe & Rusling
New York
$4K +$4.26K +84 New
FI
682
FormulaFolio Investments
Michigan
$3K
AWA
683
Arkadios Wealth Advisors
Georgia
$2K
LFG
684
Larson Financial Group
Missouri
$2K
MA
685
MBA Advisors
Pennsylvania
$1.47K +$703K +13,864 +91%
COCM
686
Charter Oak Capital Management
New Hampshire
$1K +$761 +15 New
H
687
HoyleCohen
California
$576 -$174K -3,425 -23%
BBHC
688
Brown Brothers Harriman & Co
New York
$41
TC
689
Trilogy Capital
California
-$10.8M -212,944 Closed
DF
690
Donoghue Forlines
Massachusetts
-$9.67M -190,450 Closed
MAA
691
Matrix Asset Advisors
New York
-$5.37M -105,734 Closed
FTUS
692
Flow Traders U.S.
New York
-$4.24M -83,655 Closed
B
693
Brightworth
Georgia
-$3.47M -68,340 Closed
Bank of New York Mellon
694
Bank of New York Mellon
New York
-$3.34M -65,749 Closed
GF
695
Gries Financial
Ohio
-$3.17M -62,466 Closed
M&T Bank
696
M&T Bank
New York
-$2.54M -50,116 Closed
WIA
697
Wealthstreet Investment Advisors
Texas
-$2.29M -45,167 Closed
RWB
698
RMR Wealth Builders
New Jersey
-$1.67M -32,904 Closed
CGH
699
Crossmark Global Holdings
Texas
-$1.02M -20,156 Closed
GAG
700
GM Advisory Group
New York
-$949K -18,694 Closed

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.