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JPMorgan Ultra-Short Income ETF

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

23% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 253

12% more capital invested

Capital invested by funds: $8.49B → $9.53B (+$1.04B)

4.35% more ownership

Funds ownership: 54.67%59.02% (+4.3%)

3% more funds holding

Funds holding: 663683 (+20)

2% less funds holding in top 10

Funds holding in top 10: 121118 (-3)

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
11.99%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.07%
New
77
Increased
310
Reduced
253
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
101
StrategIQ Financial Group
Indiana
$15.5M -$1.22M -23,947 -7%
JWBC
102
John W. Brooker & Co
California
$15.5M +$880K +17,325 +6%
Truist Financial
103
Truist Financial
North Carolina
$14.8M +$140K +2,758 +1%
MA
104
Montag & Associates
Georgia
$14.8M +$3.73M +73,424 +34%
TYCC
105
Texas Yale Capital Corp
Florida
$14.7M +$301K +5,934 +2%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$14.7M +$1.71M +33,766 +13%
DSAM
107
Dock Street Asset Management
Florida
$14.4M +$3.86K +76 +0%
PAG
108
Private Advisor Group
New Jersey
$14.3M -$1.98M -39,020 -12%
ACP
109
Arcus Capital Partners
Georgia
$14.2M -$2.04M -40,168 -13%
TGAM
110
TBH Global Asset Management
Tennessee
$14.1M +$13.2M +260,671 +1,504%
RW
111
RVW Wealth
California
$14M -$28.5K -562 -0.2%
CCA
112
Cobblestone Capital Advisors
New York
$14M +$2.4M +47,171 +21%
CAN
113
Cetera Advisor Networks
California
$13.8M +$2.09M +41,145 +18%
GGS
114
Galvin Gaustad & Stein
Arizona
$13.8M +$606K +11,929 +5%
CL
115
CPWM LLC
Washington
$13.7M +$6.78M +133,618 +98%
AIC
116
Archer Investment Corporation
Indiana
$13.5M +$9.71M +191,218 +257%
5L
117
55I LLC
Massachusetts
$13.4M +$13.4M +264,759 New
PSIWM
118
Paradigm Strategies in Wealth Management
Minnesota
$13.3M +$13.3M +261,256 New
PIA
119
Pinion Investment Advisors
Kansas
$13.3M +$125K +2,461 +1%
GCA
120
Gradient Capital Advisors
California
$13.1M +$1.7M +33,568 +15%
NP
121
NorthRock Partners
Minnesota
$13M +$487K +9,583 +4%
MFP
122
Meridian Financial Partners
Virginia
$12.4M +$763K +15,022 +7%
SHGA
123
Sand Hill Global Advisors
California
$12.4M -$864K -17,009 -7%
MRCM
124
M&R Capital Management
New Jersey
$12.3M -$37.1K -730 -0.3%
MW
125
Marks Wealth
Maryland
$12.3M +$8.23M +162,067 +202%

JPST Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2021, worth a combined $9.53B — up 12% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JPST positions and 44 closed out — a net gain of 33 holders — while 310 added to existing stakes and 253 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $295M. The largest seller was Allworth Financial, cutting an estimated $105M.

  • 683 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2021, up from 663 in Q4 2020.
  • Funds reported $9.53B of JPMorgan Ultra-Short Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 77 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2021 and 44 closed out, a net change of +33 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $295M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2021 was Allworth Financial, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2021.