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JPMorgan Ultra-Short Income ETF

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

16% more funds holding in top 10

Funds holding in top 10: 114132 (+18)

7% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$745M)

1% more funds holding

Funds holding: 690698 (+8)

8% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 277

0.75% more ownership

Funds ownership: 59.53%60.29% (+0.75%)

Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.22%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.31%
New
64
Increased
299
Reduced
277
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
101
West Oak Capital
California
$17.9M +$1.71M +33,691 +11%
JWBC
102
John W. Brooker & Co
California
$17.4M +$992K +19,560 +6%
PIA
103
Pinion Investment Advisors
Kansas
$17.3M +$289K +5,704 +2%
SWP
104
Summit Wealth Partners
Florida
$17.1M +$436K +8,587 +3%
TNB
105
Thomasville National Bank
Georgia
$17.1M -$1.09M -21,557 -6%
RCA
106
Reitz Capital Advisors
Michigan
$17M +$5.06M +99,813 +42%
CCA
107
Cobblestone Capital Advisors
New York
$16.7M +$1.16M +22,822 +7%
RWA
108
Roberts Wealth Advisors
California
$16.6M +$16.6M +327,301 New
CL
109
CPWM LLC
Washington
$16.6M +$3.97M +78,333 +32%
BB
110
Berkshire Bank
Massachusetts
$16.4M +$367K +7,234 +2%
SFS
111
Sowell Financial Services
Arkansas
$16.1M +$1.84M +36,202 +13%
HighTower Advisors
112
HighTower Advisors
Illinois
$16.1M +$2.07M +40,751 +15%
TYCC
113
Texas Yale Capital Corp
Florida
$16M +$803K +15,831 +5%
RW
114
RVW Wealth
California
$16M +$2.15M +42,447 +15%
MW
115
Marks Wealth
Maryland
$15.9M +$583K +11,495 +4%
CW
116
CreativeOne Wealth
Kansas
$15.6M -$6.53M -128,818 -30%
FWM
117
Frontier Wealth Management
Missouri
$15.5M -$3.47M -68,364 -18%
SAS
118
Sage Advisory Services
Texas
$15.5M +$3.59M +70,836 +30%
KCM
119
Kathmere Capital Management
Pennsylvania
$15.5M -$74.7K -1,473 -0.5%
OIA
120
OneDigital Investment Advisors
Kansas
$15.3M -$1.05M -20,782 -6%
UB
121
UMB Bank
Missouri
$15.2M -$4.15M -81,815 -21%
DSAM
122
Dock Street Asset Management
Florida
$15.1M +$586K +11,549 +4%
BPWM
123
Badgley Phelps Wealth Managers
Washington
$14.7M +$14.7M +290,726 New
AIA
124
Arbor Investment Advisors
North Carolina
$14.6M +$7.19M +141,713 +97%
GGS
125
Galvin Gaustad & Stein
Arizona
$14.3M +$99K +1,951 +0.7%

JPST Hedge Fund Activity: Q3 2021 in Review

698 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2021, worth a combined $11.1B — up 7.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JPST positions and 41 closed out — a net gain of 23 holders — while 299 added to existing stakes and 277 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $205M.

  • 698 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2021, up from 690 in Q2 2021.
  • Funds reported $11.1B of JPMorgan Ultra-Short Income ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 64 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2021 and 41 closed out, a net change of +23 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2021 was Fidelity Investments, an estimated $285M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2021 was JP Morgan Chase, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2021.