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JPMorgan Ultra-Short Income ETF

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

23% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 253

12% more capital invested

Capital invested by funds: $8.49B → $9.53B (+$1.04B)

4.35% more ownership

Funds ownership: 54.67%59.02% (+4.3%)

3% more funds holding

Funds holding: 663683 (+20)

2% less funds holding in top 10

Funds holding in top 10: 121118 (-3)

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
11.99%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.07%
New
77
Increased
310
Reduced
253
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Destination Wealth Management
California
$20.3M -$15.6M -307,538 -44%
NA
77
Nottingham Advisors
New York
$20.2M +$1.32M +25,972 +7%
OCM
78
One Capital Management
California
$20.1M +$2.25M +44,310 +13%
HWAM
79
Hennion & Walsh Asset Management
New Jersey
$19.9M +$20M +393,072 New
BA
80
Bridgewater Advisors
New York
$19.9M +$19.9M +392,811 New
MAM
81
McCarthy Asset Management
California
$19.8M -$498K -9,798 -2%
TB
82
Terril Brothers
Missouri
$19.2M +$13.5M +265,815 +236%
OIA
83
OneDigital Investment Advisors
Kansas
$18.7M +$1.27M +25,014 +7%
CAM
84
Cresset Asset Management
Illinois
$18.4M -$2.45M -48,342 -12%
EWA
85
EP Wealth Advisors
California
$18.3M +$5.69M +111,979 +45%
WB
86
Webster Bank
Connecticut
$17.9M -$1.39M -27,342 -7%
FWM
87
Frontier Wealth Management
Missouri
$17.9M +$1.91M +37,567 +12%
AIP
88
Almanack Investment Partners
Pennsylvania
$17.7M +$8.1M +159,542 +84%
WAM
89
Weatherly Asset Management
California
$17.4M +$816K +16,063 +5%
PWA
90
Peterson Wealth Advisors
Utah
$17.2M +$465K +9,166 +3%
UB
91
UMB Bank
Missouri
$17.2M +$41.9K +825 +0.2%
KFP
92
KB Financial Partners
New Jersey
$17M +$17M +334,572 New
SFS
93
Sowell Financial Services
Arkansas
$16.4M -$1.61M -31,636 -9%
AC
94
Avestar Capital
New York
$16.3M +$2.08M +40,870 +15%
MWM
95
Mascoma Wealth Management
New Hampshire
$16.2M +$1.36M +26,768 +9%
KCM
96
Kathmere Capital Management
Pennsylvania
$16.2M +$2.45M +48,342 +18%
SWP
97
Summit Wealth Partners
Florida
$16.1M +$737K +14,506 +5%
WOC
98
West Oak Capital
California
$15.8M +$684K +13,469 +5%
EK
99
Evensky & Katz
Florida
$15.6M +$15.6M +307,673 +50,028%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$15.5M +305,514 New

JPST Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2021, worth a combined $9.53B — up 12% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JPST positions and 44 closed out — a net gain of 33 holders — while 310 added to existing stakes and 253 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $295M. The largest seller was Allworth Financial, cutting an estimated $105M.

  • 683 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2021, up from 663 in Q4 2020.
  • Funds reported $9.53B of JPMorgan Ultra-Short Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 77 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2021 and 44 closed out, a net change of +33 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $295M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2021 was Allworth Financial, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2021.