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JPMorgan Ultra-Short Income ETF

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02%59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
6M
51
6 Meridian
Kansas
$32.6M -$6.49M -127,870 -17%
AA
52
Acorns Advisers
California
$32.2M +$794K +15,651 +3%
FCIM
53
Fairview Capital Investment Management
California
$32.2M +$2.53M +49,886 +9%
AP
54
Appleton Partners
Massachusetts
$30.6M +$1.77M +34,810 +6%
VNA
55
Valley National Advisers
Pennsylvania
$30.3M -$1.1M -21,633 -3%
Stifel Financial
56
Stifel Financial
Missouri
$30.2M +$209K +4,112 +0.7%
CA
57
Cetera Advisors
Colorado
$29.6M -$1.4M -27,659 -5%
SSWM
58
Smith Salley Wealth Management
North Carolina
$29.5M +$4.67M +92,010 +19%
5L
59
55I LLC
Massachusetts
$28.8M +$15.4M +303,725 +115%
SF
60
Synovus Financial
Georgia
$28.3M -$573K -11,290 -2%
FA
61
Fountainhead AM
New Jersey
$26.7M -$8.42K -166 -0%
TC
62
TownSquare Capital
Utah
$26.3M -$9.6M -189,155 -27%
CA
63
Cornerstone Advisory
Maryland
$26.2M -$108K -2,138 -0.4%
WSFS
64
Wilmington Savings Fund Society
Delaware
$25.7M -$923K -18,198 -3%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$25.6M +$18.3M +361,247 +253%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$25.3M -$2.67M -52,573 -10%
MSA
67
Mason Street Advisors
Wisconsin
$25M
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$24.6M -$21.8M -429,300 -47%
OCM
69
One Capital Management
California
$24M +$3.84M +75,695 +19%
CAN
70
Cetera Advisor Networks
California
$23.8M +$9.99M +196,940 +73%
DAS
71
Dynamic Advisor Solutions
Arizona
$23.7M +$1.38M +27,216 +6%
SF
72
Symphony Financial
Texas
$23.5M -$10M -197,495 -30%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$23.3M -$3.12M -61,444 -12%
WIC
74
Woodmont Investment Counsel
Tennessee
$22.4M +$329K +6,475 +1%
GG
75
Greenwood Gearhart
Arkansas
$22.1M -$4.93M -97,250 -18%

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.