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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
SWA
676
SOA Wealth Advisors
New York
$47K
SSC
677
Syverson Strege & Co
Iowa
$47K +$101 +2 +0.2%
CWA
678
Clearview Wealth Advisors
Oregon
$45K
SFA
679
Semmax Financial Advisors
North Carolina
$45K
GKWIM
680
Gerber Kawasaki Wealth & Investment Management
California
$39K -$2.44M -48,063 -100%
OC
681
Oakworth Capital
Alabama
$39K
SCA
682
Stonebridge Capital Advisors
Minnesota
$31K -$93.1K -1,835 -75%
RG
683
Retirement Group
California
$30K
GTAM
684
Global Trust Asset Management
Florida
$27K -$12.1K -238 -31%
ACM
685
Antonetti Capital Management
Florida
$20K +$20K +394 New
FCAS
686
First Command Advisory Services
Texas
$17K +$17.1K +338 New
EAM
687
Eukles Asset Management
Ohio
$14K
AF
688
Advisornet Financial
Minnesota
$13K
SQA
689
Simon Quick Advisors
New Jersey
$12K -$8.01K -158 -40%
PNC Financial Services Group
690
PNC Financial Services Group
Pennsylvania
$10K
HWMA
691
Heritage Wealth Management (Arizona)
Arizona
$5K -$101 -2 -2%
VRM
692
Vectors Research Management
New York
$5K +$4.87K +96 New
Northern Trust
693
Northern Trust
Illinois
$5K +$520K +10,248 New
PMFA
694
Plante Moran Financial Advisors
Michigan
$3K +$2.54K +50 New
BlackRock
695
BlackRock
New York
$3K +$3.09K +61 +6,100%
LFG
696
Larson Financial Group
Missouri
$2K
COCM
697
Charter Oak Capital Management
New Hampshire
$1K
TCWA
698
Ten Capital Wealth Advisors
Washington
-$11.5M -226,992 Closed
JWCA
699
J.W. Cole Advisors
Florida
-$8.94M -176,153 Closed
RBC
700
Roble Belko & Company
Pennsylvania
-$7.87M -155,078 Closed

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.