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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
Glovista Investments
New Jersey
$17.9M -$3.97M -78,220 -18%
PAG
77
Private Advisor Group
New Jersey
$17.7M +$5.02M +98,836 +39%
CAM
78
Cresset Asset Management
Illinois
$17.5M +$1.39M +27,325 +9%
NCM
79
Next Capital Management
New York
$17.1M -$1.72M -33,910 -9%
FWM
80
Frontier Wealth Management
Missouri
$17.1M +$3.61M +71,113 +27%
SFS
81
Sowell Financial Services
Arkansas
$16.9M -$20.5M -404,337 -55%
SFG
82
StrategIQ Financial Group
Indiana
$16.6M +$2.34M +46,141 +16%
OIA
83
OneDigital Investment Advisors
Kansas
$16.1M +$5.33M +104,921 +49%
FWM
84
Foresight Wealth Management
Utah
$15.9M +$6.37M +125,433 +67%
Truist Financial
85
Truist Financial
North Carolina
$15.7M +$3M +59,071 +24%
PWA
86
Peterson Wealth Advisors
Utah
$15.6M +$1.96M +38,604 +14%
WAM
87
Weatherly Asset Management
California
$15.5M +$3.38M +66,524 +28%
CFGS
88
Concourse Financial Group Securities
Alabama
$15.2M +$890K +17,518 +6%
OCPWS
89
One Charles Private Wealth Services
Massachusetts
$15.2M -$65.4K -1,287 -0.4%
FTUS
90
Flow Traders U.S.
New York
$14.8M +$5.39M +106,009 +57%
CFD
91
Creative Financial Designs
Indiana
$14.6M +$14.4M +283,622 +9,333%
CCM
92
CWH Capital Management
Washington
$14.5M +$187K +3,676 +1%
SWP
93
Summit Wealth Partners
Florida
$14.1M +$184K +3,613 +1%
BFG
94
Bouchey Financial Group
New York
$14.1M -$12.4M -244,941 -47%
WR
95
Watson Rebecca
$13.6M +$554K +10,902 +4%
QWM
96
Quaker Wealth Management
New Jersey
$13.4M -$5.08M -99,987 -27%
EK
97
Evensky & Katz
Florida
$13.4M +$288K +5,665 +2%
BB
98
Berkshire Bank
Massachusetts
$13.4M +$13.4M +263,628 New
PI
99
Parkside Investments
Illinois
$13.2M -$1.48M -29,125 -10%
JWBC
100
John W. Brooker & Co
California
$13.1M +$2.69M +52,864 +26%

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.