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JPMorgan Ultra-Short Income ETF

291 hedge funds and large institutions have $3.35B invested in JPMorgan Ultra-Short Income ETF in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 120 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

942% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 12

264% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 33

148% more funds holding in top 10

Funds holding in top 10: 2357 (+34)

119% more capital invested

Capital invested by funds: $1.53B → $3.35B (+$1.82B)

63% more funds holding

Funds holding: 178291 (+113)

2.55% more ownership

Funds ownership: 64.34%66.9% (+2.6%)

Holders
291
Holders Change
+113
Holders Change %
+63.48%
% of All Funds
6.48%
Holding in Top 10
57
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+147.83%
% of All Funds
1.27%
New
125
Increased
120
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
126
Snowden Capital Advisors
New York
$2.5M +$2.11M +42,020 +536%
BRWM
127
B. Riley Wealth Management
Tennessee
$2.49M +$2.5M +49,755 New
LWAC
128
Laurel Wealth Advisors (California)
California
$2.49M +$1.13M +22,572 +83%
HIC
129
Holderness Investments Company
North Carolina
$2.49M +$2.49M +49,669 New
WCM
130
Windsor Capital Management
Arizona
$2.48M +$351K +6,991 +16%
FA
131
FCG Advisors
New Jersey
$2.44M +$1.39M +27,643 +132%
CA
132
Cetera Advisors
Colorado
$2.42M +$1.23M +24,415 +102%
SF
133
Synovus Financial
Georgia
$2.37M +$1.52M +30,303 +179%
SMG
134
Spectrum Management Group
Indiana
$2.36M +$251 +5 +0%
FHA
135
First Horizon Advisors
Tennessee
$2.24M +$474K +9,453 +27%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$2.23M +$2.24M +44,563 New
NCM
137
Northwest Capital Management
Oregon
$2.21M +$1.35M +26,972 +158%
BBA
138
BLB&B Advisors
Pennsylvania
$2.18M +$1.75M +34,833 +402%
BCP
139
Blue Chip Partners
Michigan
$2.15M +$1.15M +22,908 +115%
FAIM
140
Financial Advocates Investment Management
Washington
$2.14M -$49.3K -983 -2%
FAG
141
Financial Advisory Group
Texas
$2.12M +$2.12M +42,215 New
PFA
142
Paradigm Financial Advisors
Missouri
$2.11M +$1.86M +36,984 +723%
PA
143
Parallel Advisors
California
$2.08M +$151K +2,999 +8%
CG
144
CFO4Life Group
Texas
$2.04M +$1.04M +20,804 +105%
GCA
145
Gradient Capital Advisors
California
$2.03M +$1.05M +20,858 +106%
EIA
146
Eldridge Investment Advisors
New Hampshire
$2.01M +$1.26M +25,164 +169%
AMM
147
American Money Management
California
$2.01M +$2.01M +40,027 New
Lido Advisors
148
Lido Advisors
California
$1.97M +$1.97M +39,243 New
VAM
149
Visionary Asset Management
Texas
$1.95M +$1.95M +38,832 New
LWA
150
Lowe Wealth Advisors
Maryland
$1.87M +$404K +8,052 +27%

JPST Hedge Fund Activity: Q4 2018 in Review

291 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2018, worth a combined $3.35B — up 119% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new JPST positions and 12 closed out — a net gain of 113 holders — while 120 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $285M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $155M sold.

  • 291 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2018, up from 178 in Q3 2018.
  • Funds reported $3.35B of JPMorgan Ultra-Short Income ETF stock for Q4 2018, up 119% quarter-over-quarter.
  • 125 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2018 and 12 closed out, a net change of +113 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2018 was Bank of America, an estimated $285M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2018 was 3EDGE Asset Management, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2018.