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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
WFA
701
Wipfli Financial Advisors
Wisconsin
-$461K -9,072 Closed
BWFA
702
Baltimore-Washington Financial Advisors
Maryland
-$455K -8,974 Closed
WAS
703
Wealth Advisory Solutions
Indiana
-$423K -8,335 Closed
CIA
704
Capital Investment Advisors
Georgia
-$385K -7,583 Closed
BRWA
705
B. Riley Wealth Advisors
Florida
-$364K -7,152 Closed
CCFM
706
Clear Creek Financial Management
Washington
-$340K -6,700 Closed
CBB
707
Citizens Business Bank
California
-$338K -6,650 Closed
BA
708
Bluesphere Advisors
Pennsylvania
-$299K -5,900 Closed
IFAM
709
Institutional & Family Asset Management
Colorado
-$257K -5,066 Closed
PWA
710
Physician Wealth Advisors
Utah
-$254K -4,992 Closed
MWM
711
MinichMacGregor Wealth Management
New York
-$244K -4,819 Closed
FCH
712
Freestone Capital Holdings
Washington
-$132K -2,593 Closed
MA
713
MUFG Americas
New York
-$102K -2,000 Closed
IA
714
Inspire Advisors
Idaho
-$100K -1,970 Closed
SFG
715
Sowa Financial Group
Rhode Island
-$97K -1,911 Closed
CWM
716
Curi Wealth Management
North Carolina
-$65K -1,280 Closed
TI
717
tru Independence
Oregon
-$87 -1,152 Closed
PNC Financial Services Group
718
PNC Financial Services Group
Pennsylvania
-$52K -1,015 Closed
SFPG
719
Stonebridge Financial Planning Group
Florida
-$51K -1,000 Closed
CAAS
720
Capital Asset Advisory Services
Michigan
-$51K -997 Closed
HI
721
Hudock Inc
Pennsylvania
-$50K -987 Closed
SIAG
722
Safeguard Investment Advisory Group
California
-$17K -346 Closed
BHWM
723
Bay Harbor Wealth Management
Maryland
-$13K -253 Closed
GWMIA
724
Global Wealth Management Investment Advisory
Florida
-$2K -31 Closed
HDIM
725
Hanson & Doremus Investment Management
Vermont
+$102 +2 New

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.