JPMorgan Ultra-Short Income ETF
JPST
51 hedge funds and large institutions have $177M invested in JPMorgan Ultra-Short Income ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.
1,067% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 3
500% more funds holding in top 10
Funds holding in top 10: 1 → 6 (+5)
197% more capital invested
Capital invested by funds: $59.4M → $177M (+$117M)
168% more funds holding
Funds holding: 19 → 51 (+32)
62.45% more ownership
Funds ownership: 0% → 62.45% (+62%)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$40.5M |
| 2 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$16.4M |
| 3 |
Morgan Stanley
New York
|
+$16.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.6M |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$6.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$17.5M |
| 2 |
GT
Glenview Trust
Louisville,
Kentucky
|
-$1.72M |
| 3 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$321K |
| 4 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$204K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$112K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AOWM
51
Alpha Omega Wealth Management
Richmond,
Virginia
| $25K | +$25.1K | +502 | New |
|
|
GT
52
Glenview Trust
Louisville,
Kentucky
| – | -$1.72M | -34,305 | Closed |
|
|
SCM
53
Sterneck Capital Management
Kansas City,
Missouri
| – | -$321K | -6,418 | Closed |
|
54
UBS Group
Zurich,
Switzerland
| – | -$58K | -1,154 | Closed |
|
JPST Hedge Fund Activity: Q1 2018 in Review
51 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2018, worth a combined $177M — up 197% from $59.4M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new JPST positions and 3 closed out — a net gain of 32 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was 3EDGE Asset Management, adding an estimated $40.5M. The largest seller was JP Morgan Chase, cutting an estimated $17.5M.
- 51 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2018, up from 19 in Q4 2017.
- Funds reported $177M of JPMorgan Ultra-Short Income ETF stock for Q1 2018, up 197% quarter-over-quarter.
- 35 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2018 and 3 closed out, a net change of +32 holders.
- The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2018 was 3EDGE Asset Management, an estimated $40.5M added.
- The largest JPMorgan Ultra-Short Income ETF seller in Q1 2018 was JP Morgan Chase, an estimated $17.5M sold.
Based on aggregated 13F filings for Q1 2018.