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JPMorgan Ultra-Short Income ETF

178 hedge funds and large institutions have $1.53B invested in JPMorgan Ultra-Short Income ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 15

326% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 19

58% more capital invested

Capital invested by funds: $969M → $1.53B (+$559M)

48% more funds holding

Funds holding: 120178 (+58)

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

13.62% less ownership

Funds ownership: 77.96%64.34% (-14%)

Holders
178
Holders Change
+58
Holders Change %
+48.33%
% of All Funds
4.07%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.53%
New
73
Increased
81
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Parallel Advisors
California
$1.93M +$255K +5,074 +15%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$1.91M +$613K +12,208 +47%
CCM
78
Colorado Capital Management
Colorado
$1.83M +$290K +5,777 +19%
FHA
79
First Horizon Advisors
Tennessee
$1.76M +$1.77M +35,190 New
IA
80
IFP Advisors
Florida
$1.75M +$1.17M +23,238 +200%
WA
81
Winfield Associates
Ohio
$1.51M +$251K +4,995 +20%
MA
82
Mutual Advisors
Nebraska
$1.51M +$819K +16,313 +118%
ACP
83
Arcus Capital Partners
Georgia
$1.49M +$1.49M +29,604 New
LWA
84
Lowe Wealth Advisors
Maryland
$1.47M +$329K +6,546 +29%
SGAM
85
Steinberg Global Asset Management
Florida
$1.46M -$13.3M -264,092 -90%
WPSG
86
Wealth & Pension Services Group
Georgia
$1.39M +$787K +15,679 +131%
JP Morgan Chase
87
JP Morgan Chase
New York
$1.36M +$65.3K +1,301 +5%
LWAC
88
Laurel Wealth Advisors (California)
California
$1.36M +$1.36M +27,165 New
Millennium Management
89
Millennium Management
New York
$1.35M -$199K -3,968 -13%
GBBWRPM
90
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.31M +$1.32M +26,215 New
EWM
91
Elmwood Wealth Management
California
$1.26M +$1.26M +25,075 New
CFD
92
Creative Financial Designs
Indiana
$1.23M +$2.81K +56 +0.2%
AA
93
Ancora Advisors
Ohio
$1.22M +$679K +13,536 +125%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.22M +$800K +15,936 +192%
GC
95
Gratus Capital
Georgia
$1.21M -$263K -5,248 -18%
CA
96
Cetera Advisors
Colorado
$1.19M +$964K +19,201 +412%
AWA
97
Acorn Wealth Advisors
Michigan
$1.16M +$1.16M +23,052 New
OA
98
Oxbow Advisors
Texas
$1.09M +$1.09M +21,780 New
TIA
99
Tiemann Investment Advisors
California
$1.07M +$583K +11,614 +120%
FA
100
FCG Advisors
New Jersey
$1.05M +$351K +6,989 +50%

JPST Hedge Fund Activity: Q3 2018 in Review

178 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2018, worth a combined $1.53B — up 58% from $969M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new JPST positions and 15 closed out — a net gain of 58 holders — while 81 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $71.8M. The largest seller was 3EDGE Asset Management, cutting an estimated $171M.

  • 178 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2018, up from 120 in Q2 2018.
  • Funds reported $1.53B of JPMorgan Ultra-Short Income ETF stock for Q3 2018, up 58% quarter-over-quarter.
  • 73 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2018 and 15 closed out, a net change of +58 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2018 was Bank of America, an estimated $71.8M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2018 was 3EDGE Asset Management, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2018.