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JPMorgan Ultra-Short Income ETF

360 hedge funds and large institutions have $4.34B invested in JPMorgan Ultra-Short Income ETF in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

126% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 84

9% more funds holding

Funds holding: 331360 (+29)

7% more funds holding in top 10

Funds holding in top 10: 6873 (+5)

7% more capital invested

Capital invested by funds: $4.07B → $4.34B (+$273M)

6.22% less ownership

Funds ownership: 64.7%58.48% (-6.2%)

Holders
360
Holders Change
+29
Holders Change %
+8.76%
% of All Funds
7.82%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.59%
New
62
Increased
190
Reduced
84
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
76
Peterson Wealth Advisors
Utah
$9.82M +$506K +10,033 +5%
HB
77
Homrich & Berg
Georgia
$9.62M -$7.44M -147,761 -44%
CL
78
CPWM LLC
Washington
$9.28M +$1.92M +38,171 +26%
PAG
79
Private Advisor Group
New Jersey
$9.23M +$1.96M +38,871 +27%
CAN
80
Cetera Advisor Networks
California
$9.16M +$3.64M +72,338 +66%
AIC
81
Archer Investment Corporation
Indiana
$9.05M +$1.74M +34,575 +24%
Jane Street
82
Jane Street
New York
$8.97M -$1.27M -25,301 -12%
LWAC
83
Laurel Wealth Advisors (California)
California
$8.95M +$7.51M +149,007 +521%
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$8.93M -$4.82M -95,742 -35%
LPT
85
Legacy Private Trust
Wisconsin
$8.66M -$2.8M -55,543 -24%
SB
86
Suntrust Banks
Georgia
$8.61M -$489K -9,711 -5%
SPL
87
Smart Portfolios LLC
Washington
$8.56M +$8.56M +169,944 New
AWM
88
Avondale Wealth Management
Texas
$8.54M -$4.39M -87,210 -34%
NCM
89
Next Capital Management
New York
$8.29M +$1.55M +30,769 +23%
PWS
90
Paragon Wealth Strategies
Florida
$7.34M +$781K +15,492 +12%
JP Morgan Chase
91
JP Morgan Chase
New York
$7.27M +$816K +16,195 +13%
VWM
92
Venturi Wealth Management
Texas
$7.18M +$1.45M +28,754 +25%
PAS
93
Partnervest Advisory Services
California
$7.17M +$7.17M +142,314 New
GC
94
Gratus Capital
Georgia
$7.1M +$486K +9,650 +7%
RCA
95
Rowland Carmichael Advisors
Arizona
$6.87M -$1.01M -19,993 -13%
SIAP
96
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.73M -$763K -15,142 -10%
PI
97
Parkside Investments
Illinois
$6.63M -$678K -13,450 -9%
AWMS
98
Advocacy Wealth Management Services
Georgia
$6.59M +$4M +79,334 +154%
FCIM
99
Fairview Capital Investment Management
California
$6.45M +$738K +14,655 +13%
BWP
100
BSW Wealth Partners
Colorado
$6.44M +$266K +5,277 +4%

JPST Hedge Fund Activity: Q2 2019 in Review

360 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2019, worth a combined $4.34B — up 6.7% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JPST positions and 26 closed out — a net gain of 36 holders — while 190 added to existing stakes and 84 trimmed.

The largest buyer was Wells Fargo, adding an estimated $141M. The largest seller was SignatureFD, cutting an estimated $111M.

  • 360 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2019, up from 331 in Q1 2019.
  • Funds reported $4.34B of JPMorgan Ultra-Short Income ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 62 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2019 and 26 closed out, a net change of +36 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2019 was Wells Fargo, an estimated $141M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2019 was SignatureFD, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.