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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
51
Appleton Partners
Massachusetts
$28.4M -$2.25M -44,240 -7%
SS
52
Simplicity Solutions
Minnesota
$28.2M -$3.89M -76,595 -12%
FFWA
53
FRG Family Wealth Advisors
Washington
$27.5M +$1.1M +21,618 +4%
BHWA
54
Beacon Harbor Wealth Advisors
Virginia
$26.8M +$12.6M +247,590 +88%
UCFA
55
United Capital Financial Advisors
Texas
$26.5M +$13.6M +268,591 +106%
NEWAS
56
N.E.W. Advisory Services
Wisconsin
$25.9M +$2.82M +55,429 +12%
Franklin Resources
57
Franklin Resources
California
$25.6M +$14.4M +283,969 +129%
CA
58
Cetera Advisors
Colorado
$25.2M +$17.1M +336,331 +210%
BIAS
59
Beacon Investment Advisory Services
New Jersey
$25M +$7.13M +140,357 +40%
PP
60
Palladium Partners
Virginia
$24.9M +$13.8M +272,520 +125%
Stifel Financial
61
Stifel Financial
Missouri
$24.1M +$9.89M +194,538 +70%
TNBTD
62
Trustmark National Bank Trust Department
Mississippi
$23.3M +$265K +5,213 +1%
NA
63
Nottingham Advisors
New York
$23.2M +$2.56M +50,324 +12%
AC
64
Abbrea Capital
California
$22.7M +$4.33M +85,215 +24%
GG
65
Greenwood Gearhart
Arkansas
$22.6M +$6.14M +120,737 +37%
PFA
66
Paradigm Financial Advisors
Missouri
$22.4M +$17.5M +344,086 +357%
AFG
67
Albion Financial Group
Utah
$22M +$940K +18,505 +4%
AOWM
68
Alpha Omega Wealth Management
Virginia
$21.9M +$7.14M +140,587 +48%
WIC
69
Woodmont Investment Counsel
Tennessee
$21.1M +$20.8M +409,545 +6,909%
WB
70
Webster Bank
Connecticut
$20.6M +$1.4M +27,483 +7%
RW
71
RVW Wealth
California
$20.3M +$7.91M +155,642 +64%
MML Investors Services
72
MML Investors Services
Massachusetts
$19.9M +$2.5M +49,251 +14%
DAS
73
Dynamic Advisor Solutions
Arizona
$19.6M +$2.14M +42,145 +12%
BPA
74
Beacon Pointe Advisors
California
$19.3M -$2.75M -54,143 -12%
ACP
75
Arcus Capital Partners
Georgia
$18.9M +$11.3M +222,277 +149%

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.