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JPMorgan Ultra-Short Income ETF

360 hedge funds and large institutions have $4.34B invested in JPMorgan Ultra-Short Income ETF in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

126% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 84

9% more funds holding

Funds holding: 331360 (+29)

7% more funds holding in top 10

Funds holding in top 10: 6873 (+5)

7% more capital invested

Capital invested by funds: $4.07B → $4.34B (+$273M)

6.22% less ownership

Funds ownership: 64.7%58.48% (-6.2%)

Holders
360
Holders Change
+29
Holders Change %
+8.76%
% of All Funds
7.82%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.59%
New
62
Increased
190
Reduced
84
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EK
51
Evensky & Katz
Florida
$15.1M -$4.4M -87,289 -23%
MWM
52
Mascoma Wealth Management
New Hampshire
$15.1M +$1.11M +21,992 +8%
IWS
53
Insight Wealth Strategies
California
$14.7M +$853K +16,921 +6%
GI
54
Glovista Investments
New Jersey
$14.6M +$7.41M +147,051 +102%
CPA
55
Capital Planning Advisors
California
$14.6M +$570K +11,309 +4%
JFA
56
JNBA Financial Advisors
Minnesota
$14.5M +$1.04M +20,651 +8%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$13.7M -$5.42M -107,510 -28%
SHGA
58
Sand Hill Global Advisors
California
$13.7M +$5.95M +118,046 +77%
FNT
59
First National Trust
Pennsylvania
$13.2M +$7.54M +149,615 +133%
AFG
60
Albion Financial Group
Utah
$12.9M +$700K +13,898 +6%
Stifel Financial
61
Stifel Financial
Missouri
$12.4M +$1.88M +37,329 +18%
CCM
62
CWH Capital Management
Washington
$12.3M +$874K +17,355 +8%
DAS
63
Dynamic Advisor Solutions
Arizona
$12.1M +$4.43M +87,885 +58%
NCM
64
Novare Capital Management
North Carolina
$11.7M +$577K +11,445 +5%
AG
65
Advisor Group
Arizona
$11.7M +$2.95M +58,526 +34%
CFGF
66
Compass Financial Group (Florida)
Florida
$11.3M +$144K +2,858 +1%
VDFA
67
Vickerman & Driscoll Financial Advisors
Washington
$11.2M +$257K +5,102 +2%
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$11.2M -$734K -14,575 -6%
GWS
69
Glassman Wealth Services
Virginia
$10.8M +$10.8M +215,000 New
HCA
70
Horan Capital Advisors
Ohio
$10.5M -$283K -5,621 -3%
ECM
71
Evergreen Capital Management
Washington
$10.5M +$627K +12,450 +6%
JWM
72
Jackson Wealth Management
Florida
$10.2M -$1.64M -32,456 -14%
BIAS
73
Beacon Investment Advisory Services
New Jersey
$10.2M +$373K +7,399 +4%
AC
74
Abbrea Capital
California
$10.1M -$875K -17,368 -8%
PFG
75
Pacific Financial Group
Washington
$9.84M

JPST Hedge Fund Activity: Q2 2019 in Review

360 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2019, worth a combined $4.34B — up 6.7% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JPST positions and 26 closed out — a net gain of 36 holders — while 190 added to existing stakes and 84 trimmed.

The largest buyer was Wells Fargo, adding an estimated $141M. The largest seller was SignatureFD, cutting an estimated $111M.

  • 360 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2019, up from 331 in Q1 2019.
  • Funds reported $4.34B of JPMorgan Ultra-Short Income ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 62 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2019 and 26 closed out, a net change of +36 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2019 was Wells Fargo, an estimated $141M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2019 was SignatureFD, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.