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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
101
Access Financial Services
Minnesota
$13.1M +$11.7M +229,382 +818%
CSWG
102
Cardinal Strategic Wealth Guidance
Kentucky
$13.1M +$529K +10,416 +4%
AIC
103
Archer Investment Corporation
Indiana
$13M +$629K +12,371 +5%
TNB
104
Thomasville National Bank
Georgia
$13M +$13M +255,861 New
CCA
105
Cobblestone Capital Advisors
New York
$13M -$2.92M -57,414 -18%
TYCC
106
Texas Yale Capital Corp
Florida
$12.9M +$508K +9,994 +4%
CAN
107
Cetera Advisor Networks
California
$12.8M -$1.47M -28,933 -10%
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M +$3.93M +77,295 +45%
22CM
109
20/20 Capital Management
California
$12.6M +$370K +7,291 +3%
NCM
110
Novare Capital Management
North Carolina
$12.4M +$154K +3,025 +1%
MWM
111
Mission Wealth Management
California
$12.4M +$5.13M +101,041 +71%
WOC
112
West Oak Capital
California
$12.1M +$2.31M +45,517 +24%
FP
113
Financial Perspectives
Minnesota
$11.9M -$1.89M -37,131 -14%
LNC
114
Lincoln National Corp
Pennsylvania
$11.9M -$200K -3,939 -2%
SW
115
SkyOak Wealth
Michigan
$11.7M +$7.54M +148,437 +179%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$11.6M +$2.74M +53,892 +31%
MRCM
117
M&R Capital Management
New Jersey
$11.6M +$3.5M +68,951 +43%
BA
118
Bristlecone Advisors
Washington
$11.5M +$3.86M +75,879 +50%
GC
119
Gratus Capital
Georgia
$11.5M +$4.93M +96,940 +75%
LA
120
LexAurum Advisors
Kansas
$11.4M +$1.99M +39,199 +21%
MFP
121
Meridian Financial Partners
Virginia
$11.2M +$1.1M +21,741 +11%
FWP
122
FAS Wealth Partners
Kansas
$11.1M +$3.6M +70,812 +48%
HCA
123
Horan Capital Advisors
Ohio
$11M +$34.2K +674 +0.3%
HighTower Advisors
124
HighTower Advisors
Illinois
$10.9M +$392K +7,713 +4%
RCM
125
Requisite Capital Management
Texas
$10.6M -$107K -2,111 -1%

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.