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JPMorgan Ultra-Short Income ETF

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02%59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Summit Wealth Partners
Florida
$16.7M +$622K +12,253 +4%
JWBC
102
John W. Brooker & Co
California
$16.4M +$955K +18,817 +6%
OIA
103
OneDigital Investment Advisors
Kansas
$16.4M -$2.38M -46,994 -13%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$16.2M +$703K +13,847 +5%
WOC
105
West Oak Capital
California
$16.2M +$325K +6,397 +2%
BB
106
Berkshire Bank
Massachusetts
$16.1M -$6.18M -121,733 -28%
EWA
107
EP Wealth Advisors
California
$16.1M -$2.19M -43,199 -12%
WB
108
Webster Bank
Connecticut
$15.7M -$2.2M -43,301 -12%
KCM
109
Kathmere Capital Management
Pennsylvania
$15.6M -$631K -12,445 -4%
CCA
110
Cobblestone Capital Advisors
New York
$15.5M +$1.54M +30,393 +11%
MW
111
Marks Wealth
Maryland
$15.4M +$3.07M +60,487 +25%
FM
112
Family Management
New York
$15.3M +$5.1M +100,418 +50%
TYCC
113
Texas Yale Capital Corp
Florida
$15.2M +$479K +9,440 +3%
GC
114
Gratus Capital
Georgia
$15.1M +$5.96M +117,523 +65%
SFG
115
StrategIQ Financial Group
Indiana
$14.8M -$729K -14,371 -5%
DSAM
116
Dock Street Asset Management
Florida
$14.5M +$135K +2,669 +0.9%
SFS
117
Sowell Financial Services
Arkansas
$14.3M -$2.11M -41,618 -13%
GGS
118
Galvin Gaustad & Stein
Arizona
$14.2M +$472K +9,302 +3%
HighTower Advisors
119
HighTower Advisors
Illinois
$14M +$3.81M +75,008 +37%
RW
120
RVW Wealth
California
$14M +$146K +2,870 +1%
MA
121
Montag & Associates
Georgia
$13.7M -$1.03M -20,301 -7%
AIA
122
Angeles Investment Advisors
California
$13.6M +$10.1M +198,740 +283%
PAG
123
Private Advisor Group
New Jersey
$13.4M -$830K -16,349 -6%
ACP
124
Arcus Capital Partners
Georgia
$13.4M -$860K -16,958 -6%
PI
125
Pachira Investments
California
$13.3M +$3.87M +76,284 +41%

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.