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JPMorgan Ultra-Short Income ETF

120 hedge funds and large institutions have $969M invested in JPMorgan Ultra-Short Income ETF in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,450% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 2

449% more capital invested

Capital invested by funds: $177M → $969M (+$792M)

175% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 12

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

135% more funds holding

Funds holding: 51120 (+69)

15.51% more ownership

Funds ownership: 62.45%77.96% (+16%)

Holders
120
Holders Change
+69
Holders Change %
+135.29%
% of All Funds
2.75%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.37%
New
71
Increased
33
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$511K +$511K +10,195 New
MC
77
Moors & Cabot
Massachusetts
$501K +$501K +10,000 New
WC
78
Weil Company
California
$501K +$501K +10,000 New
TIA
79
Tiemann Investment Advisors
California
$484K +$221K +4,400 +84%
FCIM
80
Fairview Capital Investment Management
California
$466K +$466K +9,300 New
SWP
81
Strategic Wealth Partners
Ohio
$434K +$435K +8,671 New
SI
82
Stephens Inc
Arkansas
$431K +$431K +8,600 New
AFG
83
Albion Financial Group
Utah
$422K +$423K +8,430 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$416K +$416K +8,300 New
SCA
85
Snowden Capital Advisors
New York
$392K +$393K +7,833 New
LSAG
86
Lake Street Advisors Group
New Hampshire
$385K +$385K +7,677 New
SWP
87
Stratos Wealth Partners
Ohio
$365K -$3.42M -68,219 -90%
AGA
88
Accuvest Global Advisors
Utah
$365K +$365K +7,290 New
AF
89
Advisornet Financial
Minnesota
$360K +$360K +7,188 New
BRA
90
Biechele Royce Advisors
Indiana
$355K +$355K +7,080 New
GTAM
91
Global Trust Asset Management
Florida
$328K +$329K +6,555 New
ICM
92
IMS Capital Management
Oregon
$321K +$321K +6,400 New
RC
93
RegentAtlantic Capital
New Jersey
$316K +$316K +6,300 New
NCM
94
Northwest Capital Management
Oregon
$313K +$313K +6,237 New
TWM
95
Titus Wealth Management
California
$276K +$276K +5,500 New
CAM
96
Concorde Asset Management
Michigan
$275K -$2.71K -54 -1%
JFGIW
97
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K +$10K +200 +4%
AI
98
Atria Investments
North Carolina
$254K +$5.41K +108 +2%
RAM
99
Redmond Asset Management
Virginia
$251K
OIA
100
OneDigital Investment Advisors
Kansas
$251K +$226K +4,500 +900%

JPST Hedge Fund Activity: Q2 2018 in Review

120 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2018, worth a combined $969M — up 449% from $177M a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new JPST positions and 2 closed out — a net gain of 69 holders — while 33 added to existing stakes and 12 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $276M. The largest seller was JP Morgan Chase, cutting an estimated $6.17M.

  • 120 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2018, up from 51 in Q1 2018.
  • Funds reported $969M of JPMorgan Ultra-Short Income ETF stock for Q2 2018, up 449% quarter-over-quarter.
  • 71 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2018 and 2 closed out, a net change of +69 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2018 was 3EDGE Asset Management, an estimated $276M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2018 was JP Morgan Chase, an estimated $6.17M sold.

Based on aggregated 13F filings for Q2 2018.