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JPMorgan Ultra-Short Income ETF

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 82

22% more capital invested

Capital invested by funds: $3.35B → $4.07B (+$725M)

19% more funds holding in top 10

Funds holding in top 10: 5768 (+11)

14% more funds holding

Funds holding: 291331 (+40)

2.19% less ownership

Funds ownership: 66.9%64.7% (-2.2%)

Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.16%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Affiance Financial
Minnesota
$4.72M -$1.01M -20,178 -18%
FAIM
127
Financial Advocates Investment Management
Washington
$4.69M +$2.54M +50,509 +118%
ACM
128
Avalon Capital Management
California
$4.55M +$1.07M +21,210 +31%
LA
129
LexAurum Advisors
Kansas
$4.53M +$1.06M +21,003 +30%
BBA
130
Braun-Bostich & Associates
Pennsylvania
$4.47M +$2.82M +56,123 +171%
AIP
131
Almanack Investment Partners
Pennsylvania
$4.32M +$4.31M +85,662 New
SFG
132
StrategIQ Financial Group
Indiana
$4.29M +$4.29M +85,331 New
WPSG
133
Wealth & Pension Services Group
Georgia
$4.2M +$3.09M +61,505 +280%
AGA
134
Accuvest Global Advisors
Utah
$3.99M +$3.18M +63,250 +393%
BCP
135
Blue Chip Partners
Michigan
$3.89M +$1.74M +34,605 +81%
PFS
136
Prospera Financial Services
Texas
$3.85M +$1.28M +25,389 +50%
MML Investors Services
137
MML Investors Services
Massachusetts
$3.74M -$14.5M -288,179 -79%
Citigroup
138
Citigroup
New York
$3.71M +$3.57M +71,015 +2,536%
ICM
139
IMS Capital Management
Oregon
$3.66M +$1.89M +37,692 +108%
SIAS
140
Shine Investment Advisory Services
Colorado
$3.6M -$2.9M -57,619 -45%
SPIA
141
Steward Partners Investment Advisory
New York
$3.57M -$718K -14,294 -17%
WI
142
Wintrust Investments
Illinois
$3.46M +$96.9K +1,928 +3%
CCA
143
Cobblestone Capital Advisors
New York
$3.42M +$2.95M +58,774 +637%
UCFA
144
United Capital Financial Advisors
Texas
$3.32M +$1.59M +31,614 +92%
AC
145
Avestar Capital
New York
$3.23M -$698K -13,883 -18%
LNC
146
Lincoln National Corp
Pennsylvania
$3.22M +$3.22M +64,099 New
Baird Financial Group
147
Baird Financial Group
Wisconsin
$3.19M +$567K +11,280 +22%
BRWM
148
B. Riley Wealth Management
Tennessee
$3.19M +$686K +13,655 +27%
WA
149
Winfield Associates
Ohio
$3.18M +$220K +4,380 +7%
TC
150
TownSquare Capital
Utah
$3.06M +$2.52M +50,043 +467%

JPST Hedge Fund Activity: Q1 2019 in Review

331 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2019, worth a combined $4.07B — up 22% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JPST positions and 28 closed out — a net gain of 46 holders — while 159 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $127M. The largest seller was AssetMark Inc, cutting an estimated $61.4M.

  • 331 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2019, up from 291 in Q4 2018.
  • Funds reported $4.07B of JPMorgan Ultra-Short Income ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 74 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2019 and 28 closed out, a net change of +46 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2019 was Morgan Stanley, an estimated $127M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2019 was AssetMark Inc, an estimated $61.4M sold.

Based on aggregated 13F filings for Q1 2019.