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JPMorgan Ultra-Short Income ETF

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02%59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
76
CreativeOne Wealth
Kansas
$22M +$17.9M +352,946 +433%
KFP
77
KB Financial Partners
New Jersey
$22M +$5.04M +99,258 +30%
AIP
78
Almanack Investment Partners
Pennsylvania
$21.7M +$4.02M +79,283 +23%
RCM
79
Requisite Capital Management
Texas
$21.6M +$12.9M +254,787 +149%
Franklin Resources
80
Franklin Resources
California
$21.1M -$3.52M -69,430 -14%
HWAM
81
Hennion & Walsh Asset Management
New Jersey
$20.7M +$786K +15,485 +4%
BA
82
Bridgewater Advisors
New York
$20.3M +$343K +6,760 +2%
PWA
83
Peterson Wealth Advisors
Utah
$20M +$2.84M +55,993 +17%
AFG
84
Albion Financial Group
Utah
$19.5M +$19.5M +383,477 New
MAM
85
McCarthy Asset Management
California
$19.4M -$413K -8,144 -2%
EK
86
Evensky & Katz
Florida
$19.4M +$3.78M +74,515 +24%
UB
87
UMB Bank
Missouri
$19.3M +$2.17M +42,676 +13%
DWM
88
Destination Wealth Management
California
$19.3M -$955K -18,815 -5%
FWM
89
Frontier Wealth Management
Missouri
$19M +$1.16M +22,873 +7%
Members Trust
90
Members Trust
Florida
$19M -$4.32M -85,166 -19%
WAM
91
Weatherly Asset Management
California
$18.5M +$1.12M +21,979 +6%
NA
92
Nottingham Advisors
New York
$18.2M -$2M -39,498 -10%
TNB
93
Thomasville National Bank
Georgia
$18.2M +$18.2M +358,202 New
Citadel Advisors
94
Citadel Advisors
Florida
$17.9M +$11.1M +218,660 +164%
DCM
95
Donaldson Capital Management
Indiana
$17.7M -$16.5M -325,824 -48%
CPIG
96
Chicago Partners Investment Group
Illinois
$17.6M +$6.28M +123,735 +56%
LPT
97
Legacy Private Trust
Wisconsin
$17.4M +$8.19M +161,472 +89%
MWM
98
Mascoma Wealth Management
New Hampshire
$17.4M +$1.14M +22,482 +7%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$17.2M +$2.56M +50,434 +17%
PIA
100
Pinion Investment Advisors
Kansas
$17.1M +$3.81M +75,161 +29%

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.