We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

16% more funds holding in top 10

Funds holding in top 10: 114132 (+18)

7% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$745M)

1% more funds holding

Funds holding: 690698 (+8)

8% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 277

0.75% more ownership

Funds ownership: 59.53%60.29% (+0.75%)

Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.22%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.31%
New
64
Increased
299
Reduced
277
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
AXS Investments
New York
$24M +$24M +473,820 New
KFP
77
KB Financial Partners
New Jersey
$23.3M +$1.32M +26,020 +6%
DWM
78
Destination Wealth Management
California
$22.5M +$3.23M +63,620 +17%
WIC
79
Woodmont Investment Counsel
Tennessee
$22.5M +$171K +3,366 +0.8%
PWA
80
Peterson Wealth Advisors
Utah
$22.4M +$2.38M +46,992 +12%
SF
81
Symphony Financial
Texas
$22.2M -$1.31M -25,916 -6%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$21.9M -$2.67M -52,671 -11%
NP
83
NorthRock Partners
Minnesota
$21.8M +$12.7M +249,905 +138%
RCM
84
Requisite Capital Management
Texas
$21.8M +$162K +3,196 +0.7%
GG
85
Greenwood Gearhart
Arkansas
$21.6M -$554K -10,927 -3%
MA
86
Montag & Associates
Georgia
$21.4M +$7.65M +150,858 +56%
Jane Street
87
Jane Street
New York
$21.3M +$21.3M +420,740 New
MWM
88
Mascoma Wealth Management
New Hampshire
$21M +$3.64M +71,826 +21%
PCWA
89
Pacific Capital Wealth Advisors
California
$20.9M +$20.7M +407,301 +9,143%
Franklin Resources
90
Franklin Resources
California
$20.7M -$426K -8,397 -2%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$20.4M +$3.21M +63,282 +19%
AIP
92
Almanack Investment Partners
Pennsylvania
$20.2M -$1.5M -29,657 -7%
WAM
93
Weatherly Asset Management
California
$20M +$1.51M +29,687 +8%
BA
94
Bridgewater Advisors
New York
$19.9M -$401K -7,909 -2%
HWAM
95
Hennion & Walsh Asset Management
New Jersey
$19.1M -$1.61M -31,754 -8%
LPT
96
Legacy Private Trust
Wisconsin
$18.9M +$1.41M +27,818 +8%
Members Trust
97
Members Trust
Florida
$18.8M -$128K -2,522 -0.7%
MAM
98
McCarthy Asset Management
California
$18.8M -$647K -12,759 -3%
AFG
99
Albion Financial Group
Utah
$18.4M -$1.09M -21,566 -6%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$17.9M +$17.9M +353,579 New

JPST Hedge Fund Activity: Q3 2021 in Review

698 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2021, worth a combined $11.1B — up 7.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JPST positions and 41 closed out — a net gain of 23 holders — while 299 added to existing stakes and 277 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $205M.

  • 698 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2021, up from 690 in Q2 2021.
  • Funds reported $11.1B of JPMorgan Ultra-Short Income ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 64 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2021 and 41 closed out, a net change of +23 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2021 was Fidelity Investments, an estimated $285M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2021 was JP Morgan Chase, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2021.