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JPMorgan Ultra-Short Income ETF

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 82

22% more capital invested

Capital invested by funds: $3.35B → $4.07B (+$725M)

19% more funds holding in top 10

Funds holding in top 10: 5768 (+11)

14% more funds holding

Funds holding: 291331 (+40)

2.19% less ownership

Funds ownership: 66.9%64.7% (-2.2%)

Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.16%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFG Advisory
Georgia
$6.5M +$6.49M +129,203 New
FAAS
102
First Allied Advisory Services
California
$6.49M +$90.4K +1,799 +1%
JP Morgan Chase
103
JP Morgan Chase
New York
$6.43M -$3.97M -78,913 -38%
OMC
104
Old Mission Capital
Illinois
$6.39M +$6.38M +126,974 New
WAM
105
Wakefield Asset Management
Colorado
$6.28M -$677K -13,462 -10%
BWP
106
BSW Wealth Partners
Colorado
$6.17M -$1.74M -34,680 -22%
SIG
107
Sargent Investment Group
Maryland
$6.13M +$3.36M +66,830 +121%
WP
108
WealthSource Partners
California
$5.75M +$2.34M +46,656 +69%
VWM
109
Venturi Wealth Management
Texas
$5.71M +$1.69M +33,600 +42%
FCIM
110
Fairview Capital Investment Management
California
$5.7M +$1.11M +22,050 +24%
FNT
111
First National Trust
Pennsylvania
$5.66M +$2.11M +42,041 +60%
WCM
112
Weatherstone Capital Management
Colorado
$5.58M -$46M -915,031 -89%
FIG
113
FundX Investment Group
California
$5.52M -$3.57M -71,051 -39%
CAN
114
Cetera Advisor Networks
California
$5.51M +$1.48M +29,367 +37%
DWM
115
Dakota Wealth Management
Florida
$5.46M +$1.32M +26,220 +32%
HighTower Advisors
116
HighTower Advisors
Illinois
$5.4M +$1.5M +29,821 +38%
OIA
117
OneDigital Investment Advisors
Kansas
$5.29M +$224K +4,464 +4%
FTIOP
118
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.23M +$273K +5,431 +6%
FTUS
119
Flow Traders U.S.
New York
$5.09M +$5.09M +101,228 New
Lido Advisors
120
Lido Advisors
California
$5.07M +$3.08M +61,239 +156%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$4.97M +$3.69M +73,432 +299%
GSC
122
G&S Capital
Colorado
$4.91M +$3.12M +62,088 +174%
BL
123
BFSG LLC
California
$4.82M -$206K -4,094 -4%
NCM
124
Northwest Capital Management
Oregon
$4.78M +$2.56M +50,913 +116%
BTS
125
BB&T Securities
Virginia
$4.72M -$462K -9,202 -9%

JPST Hedge Fund Activity: Q1 2019 in Review

331 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2019, worth a combined $4.07B — up 22% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JPST positions and 28 closed out — a net gain of 46 holders — while 159 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $127M. The largest seller was AssetMark Inc, cutting an estimated $61.4M.

  • 331 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2019, up from 291 in Q4 2018.
  • Funds reported $4.07B of JPMorgan Ultra-Short Income ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 74 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2019 and 28 closed out, a net change of +46 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2019 was Morgan Stanley, an estimated $127M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2019 was AssetMark Inc, an estimated $61.4M sold.

Based on aggregated 13F filings for Q1 2019.