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JPMorgan Ultra-Short Income ETF

178 hedge funds and large institutions have $1.53B invested in JPMorgan Ultra-Short Income ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 15

326% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 19

58% more capital invested

Capital invested by funds: $969M → $1.53B (+$559M)

48% more funds holding

Funds holding: 120178 (+58)

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

13.62% less ownership

Funds ownership: 77.96%64.34% (-14%)

Holders
178
Holders Change
+58
Holders Change %
+48.33%
% of All Funds
4.07%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.53%
New
73
Increased
81
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$1.05M +$32.6K +650 +3%
BCP
102
Blue Chip Partners
Michigan
$998K +$999K +19,905 New
CG
103
CFO4Life Group
Texas
$994K +$995K +19,825 New
GCA
104
Gradient Capital Advisors
California
$983K +$984K +19,606 New
AGA
105
Accuvest Global Advisors
Utah
$955K +$590K +11,760 +161%
WAM
106
Weatherly Asset Management
California
$929K +$930K +18,522 New
EWMCB
107
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$887K -$1.66M -33,099 -65%
TAT
108
TD Ameritrade Trust
Colorado
$878K -$11.3K -226 -1%
NCM
109
Northwest Capital Management
Oregon
$857K +$545K +10,864 +174%
SF
110
Synovus Financial
Georgia
$850K +$786K +15,656 +1,208%
JFA
111
Johanson Financial Advisors
California
$825K +$827K +16,483 New
Baird Financial Group
112
Baird Financial Group
Wisconsin
$802K +$802K +15,979 New
RJT
113
Raymond James Trust
Florida
$754K +$513K +10,223 +213%
SG
114
StoneX Group
New York
$752K
EIA
115
Eldridge Investment Advisors
New Hampshire
$745K +$746K +14,863 New
RAM
116
Redmond Asset Management
Virginia
$732K +$481K +9,590 +192%
AF
117
Advisornet Financial
Minnesota
$709K +$349K +6,957 +97%
SI
118
Stephens Inc
Arkansas
$642K +$211K +4,198 +49%
LFAS
119
Level Four Advisory Services
Texas
$640K +$129K +2,565 +25%
SWP
120
Strategic Wealth Partners
Ohio
$613K +$179K +3,558 +41%
PFS
121
Prospera Financial Services
Texas
$609K -$795K -15,843 -57%
HK
122
Horizon Kinetics
New York
$588K +$589K +11,726 New
WTB
123
Washington Trust Bank
Washington
$569K +$569K +11,340 New
APSP
124
Asset Planning Services (Pennsylvania)
Pennsylvania
$552K +$552K +10,997 New
MC
125
Moors & Cabot
Massachusetts
$551K +$50.2K +1,000 +10%

JPST Hedge Fund Activity: Q3 2018 in Review

178 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2018, worth a combined $1.53B — up 58% from $969M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new JPST positions and 15 closed out — a net gain of 58 holders — while 81 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $71.8M. The largest seller was 3EDGE Asset Management, cutting an estimated $171M.

  • 178 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2018, up from 120 in Q2 2018.
  • Funds reported $1.53B of JPMorgan Ultra-Short Income ETF stock for Q3 2018, up 58% quarter-over-quarter.
  • 73 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2018 and 15 closed out, a net change of +58 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2018 was Bank of America, an estimated $71.8M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2018 was 3EDGE Asset Management, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2018.