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JPMorgan Ultra-Short Income ETF

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 21

65% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 119

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

24% more funds holding

Funds holding: 374462 (+88)

17% more capital invested

Capital invested by funds: $5.01B → $5.86B (+$849M)

1.16% more ownership

Funds ownership: 57.08%58.24% (+1.2%)

Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.1%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.91%
New
117
Increased
196
Reduced
119
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$20.8M +$3.12M +61,740 +18%
GIA
52
GHP Investment Advisors
Colorado
$20.7M +$20.7M +409,844 New
NEWAS
53
N.E.W. Advisory Services
Wisconsin
$20.6M +$20.6M +407,608 New
QA
54
Quantitative Advantage
Minnesota
$20.6M -$29M -574,244 -58%
WB
55
Webster Bank
Connecticut
$19.7M -$6.52M -129,135 -25%
CM
56
Cornerstone Management
Georgia
$19.7M +$1.02M +20,151 +5%
ST
57
Spinnaker Trust
Maine
$19.1M -$1.1M -21,774 -5%
BIAS
58
Beacon Investment Advisory Services
New Jersey
$17.9M +$3.02M +59,818 +20%
RW
59
RVW Wealth
California
$17.9M -$5.02M -99,410 -22%
PP
60
PagnatoKarp Partners
Virginia
$16.9M -$5.17M -102,496 -23%
FFG
61
Frisch Financial Group
New York
$16.7M +$16.7M +330,737 New
TYCC
62
Texas Yale Capital Corp
Florida
$16.1M -$333K -6,600 -2%
CPA
63
Capital Planning Advisors
California
$15.9M +$274K +5,430 +2%
DAS
64
Dynamic Advisor Solutions
Arizona
$15.6M +$1.55M +30,698 +11%
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$15.6M +$5.63M +111,629 +57%
AFG
66
Albion Financial Group
Utah
$14.9M +$28.1K +557 +0.2%
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$14.9M +$12.4M +246,206 +503%
AC
68
Abbrea Capital
California
$14.7M +$532K +10,545 +4%
CCM
69
CWH Capital Management
Washington
$14.6M +$318K +6,297 +2%
JFA
70
JNBA Financial Advisors
Minnesota
$14M -$721K -14,274 -5%
Millennium Management
71
Millennium Management
New York
$13.9M +$5.01M +99,270 +56%
VCM
72
Virtue Capital Management
Tennessee
$13.9M +$13.9M +275,280 New
22CM
73
20/20 Capital Management
California
$13.9M +$13.9M +274,485 New
SWP
74
Summit Wealth Partners
Florida
$13.4M +$13.4M +266,290 New
PA
75
Paragon Advisors
Texas
$13.4M +$13.4M +265,495 New

JPST Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2019, worth a combined $5.86B — up 17% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new JPST positions and 21 closed out — a net gain of 96 holders — while 196 added to existing stakes and 119 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $178M. The largest seller was Guggenheim Capital, cutting an estimated $32.5M.

  • 462 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $5.86B of JPMorgan Ultra-Short Income ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 117 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2019 and 21 closed out, a net change of +96 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $178M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2019 was Guggenheim Capital, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2019.