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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
HKIM
701
Hayek Kallen Investment Management
Alabama
-$6.38M -125,831 Closed
OMC
702
Old Mission Capital
Illinois
-$5.82M -114,654 Closed
P
703
Palladiem
Pennsylvania
-$5.28M -104,095 Closed
RMC
704
Resources Management Corp
Connecticut
-$3.61M -71,216 Closed
LWAC
705
Laurel Wealth Advisors (California)
California
-$2.76M -54,383 Closed
IC
706
Inscription Capital
Texas
-$2.04M -40,279 Closed
Deutsche Bank
707
Deutsche Bank
Germany
-$1.14M -22,400 Closed
Goldman Sachs
708
Goldman Sachs
New York
-$748K -14,750 Closed
EVM
709
Eaton Vance Management
Massachusetts
-$715K -14,101 -100%
HR
710
Hayden Royal
North Carolina
-$596K -11,754 Closed
TA
711
Tiedemann Advisors
New York
-$594K -11,718 Closed
T2I
712
Turim 21 Investimentos
Brazil
-$552K -10,893 Closed
GPWA
713
Great Point Wealth Advisors
Massachusetts
-$425K -8,368 Closed
RRA
714
Round Rock Advisors
Connecticut
-$375K -7,389 Closed
FF
715
Fluent Financial
Texas
-$354K -6,968 Closed
WP
716
WealthShield Partners
North Carolina
-$348K -6,857 Closed
KNW
717
Kesler Norman & Wride
Utah
-$330K -6,494 Closed
RCA
718
Resonant Capital Advisors
Wisconsin
-$322K -6,353 Closed
CB
719
Cadence Bank
Mississippi
-$315K -6,200 Closed
Bank of Nova Scotia
720
Bank of Nova Scotia
Ontario, Canada
-$301K -5,928 Closed
NWA
721
New World Advisors
Massachusetts
-$288K -5,685 Closed
MG
722
Mather Group
Illinois
-$265K -5,227 Closed
CHJWM
723
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$228K -4,500 Closed
SMC
724
Smith, Moore & Co
Missouri
-$215K -4,241 Closed
PWM
725
PRW Wealth Management
Massachusetts
-$214K -4,223 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.