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JPMorgan Ultra-Short Income ETF

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 21

65% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 119

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

24% more funds holding

Funds holding: 374462 (+88)

17% more capital invested

Capital invested by funds: $5.01B → $5.86B (+$849M)

1.16% more ownership

Funds ownership: 57.08%58.24% (+1.2%)

Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.1%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.91%
New
117
Increased
196
Reduced
119
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WR
76
Watson Rebecca
$13.2M +$13.2M +261,386 New
OCPWS
77
One Charles Private Wealth Services
Massachusetts
$13.2M +$13.2M +261,070 New
CSWG
78
Cardinal Strategic Wealth Guidance
Kentucky
$13.1M +$13.1M +259,157 New
TIM
79
Tortoise Investment Management
New York
$13M +$3.48M +68,860 +37%
Stifel Financial
80
Stifel Financial
Missouri
$12.5M -$552K -10,932 -4%
MML Investors Services
81
MML Investors Services
Massachusetts
$12.4M -$2.55M -50,550 -17%
CAN
82
Cetera Advisor Networks
California
$12.3M +$1.38M +27,406 +13%
VDFA
83
Vickerman & Driscoll Financial Advisors
Washington
$12.2M +$933K +18,478 +8%
PWA
84
Peterson Wealth Advisors
Utah
$12M +$1.54M +30,521 +15%
NCM
85
Novare Capital Management
North Carolina
$12M -$442K -8,757 -4%
AIC
86
Ameritas Investment Company
Nebraska
$11.9M +$11.2M +221,302 +1,431%
TCPWM
87
Traverso Chambers Private Wealth Management
California
$11.9M +$11.9M +235,976 New
SHGA
88
Sand Hill Global Advisors
California
$11.7M -$1.24M -24,614 -10%
CFGF
89
Compass Financial Group (Florida)
Florida
$11.5M -$22.9K -454 -0.2%
EK
90
Evensky & Katz
Florida
$11.2M -$4.78M -94,640 -30%
Truist Financial
91
Truist Financial
North Carolina
$11.1M +$11.1M +220,019 New
GWS
92
Glassman Wealth Services
Virginia
$10.8M
NCM
93
Noesis Capital Mangement
Florida
$10.8M +$2.69M +53,275 +33%
UCFA
94
United Capital Financial Advisors
Texas
$10.7M +$6.89M +136,410 +180%
HCA
95
Horan Capital Advisors
Ohio
$10.6M -$187K -3,696 -2%
HighTower Advisors
96
HighTower Advisors
Illinois
$10.5M +$293K +5,797 +3%
SPL
97
Smart Portfolios LLC
Washington
$10.5M -$9.79K -194 -0.1%
SFG
98
StrategIQ Financial Group
Indiana
$10.4M +$2.36M +46,812 +29%
TC
99
TownSquare Capital
Utah
$10.4M +$1.57M +31,006 +18%
BAAM
100
Baker Avenue Asset Management
California
$10.3M +$10.3M +205,000 New

JPST Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2019, worth a combined $5.86B — up 17% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new JPST positions and 21 closed out — a net gain of 96 holders — while 196 added to existing stakes and 119 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $178M. The largest seller was Guggenheim Capital, cutting an estimated $32.5M.

  • 462 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $5.86B of JPMorgan Ultra-Short Income ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 117 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2019 and 21 closed out, a net change of +96 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $178M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2019 was Guggenheim Capital, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2019.