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JPMorgan Ultra-Short Income ETF

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

23% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 253

12% more capital invested

Capital invested by funds: $8.49B → $9.53B (+$1.04B)

4.35% more ownership

Funds ownership: 54.67%59.02% (+4.3%)

3% more funds holding

Funds holding: 663683 (+20)

2% less funds holding in top 10

Funds holding in top 10: 121118 (-3)

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
11.99%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.07%
New
77
Increased
310
Reduced
253
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
51
Donaldson Capital Management
Indiana
$34.3M +$34.3M +675,358 New
SF
52
Symphony Financial
Texas
$33.5M -$7.44M -146,529 -18%
FFWA
53
FRG Family Wealth Advisors
Washington
$31.6M +$2.32M +45,708 +8%
AA
54
Acorns Advisers
California
$31.5M +$823K +16,198 +3%
VNA
55
Valley National Advisers
Pennsylvania
$31.4M -$241K -4,748 -0.8%
ACG
56
Allen Capital Group
Nebraska
$31.4M -$1.54M -30,249 -5%
AOWM
57
Alpha Omega Wealth Management
Virginia
$31.3M +$5.32M +104,785 +20%
CA
58
Cetera Advisors
Colorado
$31M +$335K +6,606 +1%
Stifel Financial
59
Stifel Financial
Missouri
$30M +$8.53M +167,927 +40%
FCIM
60
Fairview Capital Investment Management
California
$29.7M +$4.82M +94,931 +19%
SF
61
Synovus Financial
Georgia
$28.9M +$19.7M +387,477 +213%
AP
62
Appleton Partners
Massachusetts
$28.8M -$1.97M -38,730 -6%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$28M +$2.27M +44,663 +9%
GG
64
Greenwood Gearhart
Arkansas
$27.1M +$1.01M +19,976 +4%
FA
65
Fountainhead AM
New Jersey
$26.7M +$2.2M +43,392 +9%
WSFS
66
Wilmington Savings Fund Society
Delaware
$26.6M -$755K -14,878 -3%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$26.4M +$26.4M +520,339 New
CA
68
Cornerstone Advisory
Maryland
$26.3M -$2.34M -46,042 -8%
MSA
69
Mason Street Advisors
Wisconsin
$25M +$14M +276,650 +128%
SSWM
70
Smith Salley Wealth Management
North Carolina
$24.8M +$22.9M +450,630 +1,167%
Franklin Resources
71
Franklin Resources
California
$24.7M -$917K -18,055 -4%
Members Trust
72
Members Trust
Florida
$23.3M +$14.7M +288,974 +170%
DAS
73
Dynamic Advisor Solutions
Arizona
$22.3M +$1.5M +29,630 +7%
BB
74
Berkshire Bank
Massachusetts
$22.3M +$2.45M +48,244 +12%
WIC
75
Woodmont Investment Counsel
Tennessee
$22M +$978K +19,258 +5%

JPST Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2021, worth a combined $9.53B — up 12% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JPST positions and 44 closed out — a net gain of 33 holders — while 310 added to existing stakes and 253 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $295M. The largest seller was Allworth Financial, cutting an estimated $105M.

  • 683 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2021, up from 663 in Q4 2020.
  • Funds reported $9.53B of JPMorgan Ultra-Short Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 77 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2021 and 44 closed out, a net change of +33 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $295M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2021 was Allworth Financial, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2021.