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JPMorgan Ultra-Short Income ETF

178 hedge funds and large institutions have $1.53B invested in JPMorgan Ultra-Short Income ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 15

326% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 19

58% more capital invested

Capital invested by funds: $969M → $1.53B (+$559M)

48% more funds holding

Funds holding: 120178 (+58)

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

13.62% less ownership

Funds ownership: 77.96%64.34% (-14%)

Holders
178
Holders Change
+58
Holders Change %
+48.33%
% of All Funds
4.07%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.53%
New
73
Increased
81
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$4.59M +$3.23M +64,439 +238%
AFG
52
Albion Financial Group
Utah
$4.42M +$4M +79,596 +944%
BL
53
BFSG LLC
California
$4.33M +$4.33M +86,267 New
OIA
54
OneDigital Investment Advisors
Kansas
$3.69M +$3.45M +68,657 +1,373%
EWM
55
Evermay Wealth Management
Virginia
$3.65M +$3.65M +72,693 New
DAS
56
Dynamic Advisor Solutions
Arizona
$3.52M +$2.11M +41,983 +149%
HighTower Advisors
57
HighTower Advisors
Illinois
$3.49M +$2.69M +53,531 +332%
WP
58
WealthSource Partners
California
$3.43M +$121K +2,416 +4%
ACG
59
Allen Capital Group
Nebraska
$3.4M +$3.4M +67,812 New
FCIM
60
Fairview Capital Investment Management
California
$3.16M +$2.7M +53,700 +577%
FTIOP
61
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.09M +$461K +9,180 +18%
AFP
62
Ausdal Financial Partners
Iowa
$2.87M -$5.47M -109,065 -66%
FAAS
63
First Allied Advisory Services
California
$2.86M +$73.8K +1,470 +3%
BWP
64
BSW Wealth Partners
Colorado
$2.72M -$1.21M -24,095 -22%
PI
65
Parkside Investments
Illinois
$2.71M +$941K +18,750 +53%
AG
66
Advisor Group
Arizona
$2.71M +$876K +17,460 +48%
LA
67
LexAurum Advisors
Kansas
$2.71M +$1.39M +27,669 +105%
BTS
68
BB&T Securities
Virginia
$2.56M +$754K +15,022 +42%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$2.52M +$2.52M +50,295 New
SMG
70
Spectrum Management Group
Indiana
$2.36M +$2.33M +46,450 +6,683%
AC
71
Abbrea Capital
California
$2.3M +$2.3M +45,850 New
CA
72
Continuum Advisory
Idaho
$2.28M -$1.54M -30,597 -40%
FAIM
73
Financial Advocates Investment Management
Washington
$2.19M +$601K +11,969 +38%
WCM
74
Windsor Capital Management
Arizona
$2.13M +$785K +15,648 +58%
DWM
75
Dakota Wealth Management
Florida
$2.1M +$969K +19,297 +86%

JPST Hedge Fund Activity: Q3 2018 in Review

178 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2018, worth a combined $1.53B — up 58% from $969M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new JPST positions and 15 closed out — a net gain of 58 holders — while 81 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $71.8M. The largest seller was 3EDGE Asset Management, cutting an estimated $171M.

  • 178 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2018, up from 120 in Q2 2018.
  • Funds reported $1.53B of JPMorgan Ultra-Short Income ETF stock for Q3 2018, up 58% quarter-over-quarter.
  • 73 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2018 and 15 closed out, a net change of +58 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2018 was Bank of America, an estimated $71.8M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2018 was 3EDGE Asset Management, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2018.