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JPMorgan Ultra-Short Income ETF

360 hedge funds and large institutions have $4.34B invested in JPMorgan Ultra-Short Income ETF in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

126% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 84

9% more funds holding

Funds holding: 331360 (+29)

7% more funds holding in top 10

Funds holding in top 10: 6873 (+5)

7% more capital invested

Capital invested by funds: $4.07B → $4.34B (+$273M)

6.22% less ownership

Funds ownership: 64.7%58.48% (-6.2%)

Holders
360
Holders Change
+29
Holders Change %
+8.76%
% of All Funds
7.82%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.59%
New
62
Increased
190
Reduced
84
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
101
LexAurum Advisors
Kansas
$6.41M +$1.87M +37,211 +41%
IA
102
IFG Advisory
Georgia
$6.41M -$103K -2,043 -2%
Lido Advisors
103
Lido Advisors
California
$6.34M +$1.26M +25,040 +25%
Citigroup
104
Citigroup
New York
$6.14M +$2.42M +47,946 +65%
AWA
105
Acorn Wealth Advisors
Michigan
$6.11M -$438K -8,690 -7%
OA
106
Oxbow Advisors
Texas
$6.02M -$12.5M -248,584 -68%
FAIM
107
Financial Advocates Investment Management
Washington
$5.96M +$1.26M +25,050 +27%
HighTower Advisors
108
HighTower Advisors
Illinois
$5.93M +$524K +10,395 +10%
FTIOP
109
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.82M +$574K +11,398 +11%
BCM
110
Brookstone Capital Management
Illinois
$5.73M -$2.04M -40,484 -26%
MRCM
111
M&R Capital Management
New Jersey
$5.71M +$5.36M +106,430 +1,561%
FAAS
112
First Allied Advisory Services
California
$5.6M -$897K -17,812 -14%
BBA
113
Braun-Bostich & Associates
Pennsylvania
$5.59M +$1.11M +22,079 +25%
DWM
114
Dakota Wealth Management
Florida
$5.58M +$113K +2,250 +2%
WP
115
WealthSource Partners
California
$5.49M -$274K -5,447 -5%
SFG
116
StrategIQ Financial Group
Indiana
$5.46M +$1.16M +23,099 +27%
BTS
117
BB&T Securities
Virginia
$5.42M +$692K +13,728 +15%
AssetMark Inc
118
AssetMark Inc
California
$5.38M -$5.14M -102,072 -49%
CFG
119
Citizens Financial Group
Rhode Island
$5.38M -$1.7M -33,648 -24%
WPSG
120
Wealth & Pension Services Group
Georgia
$5.33M +$1.13M +22,336 +27%
NCM
121
Northwest Capital Management
Oregon
$5.33M +$542K +10,750 +11%
AIP
122
Almanack Investment Partners
Pennsylvania
$5.24M +$909K +18,047 +21%
SIG
123
Sargent Investment Group
Maryland
$5.16M -$977K -19,400 -16%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$4.97M
AF
125
Affiance Financial
Minnesota
$4.8M +$77.9K +1,546 +2%

JPST Hedge Fund Activity: Q2 2019 in Review

360 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2019, worth a combined $4.34B — up 6.7% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JPST positions and 26 closed out — a net gain of 36 holders — while 190 added to existing stakes and 84 trimmed.

The largest buyer was Wells Fargo, adding an estimated $141M. The largest seller was SignatureFD, cutting an estimated $111M.

  • 360 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2019, up from 331 in Q1 2019.
  • Funds reported $4.34B of JPMorgan Ultra-Short Income ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 62 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2019 and 26 closed out, a net change of +36 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2019 was Wells Fargo, an estimated $141M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2019 was SignatureFD, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.