We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

360 hedge funds and large institutions have $4.34B invested in JPMorgan Ultra-Short Income ETF in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

126% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 84

9% more funds holding

Funds holding: 331360 (+29)

7% more funds holding in top 10

Funds holding in top 10: 6873 (+5)

7% more capital invested

Capital invested by funds: $4.07B → $4.34B (+$273M)

6.22% less ownership

Funds ownership: 64.7%58.48% (-6.2%)

Holders
360
Holders Change
+29
Holders Change %
+8.76%
% of All Funds
7.82%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.59%
New
62
Increased
190
Reduced
84
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
126
Wakefield Asset Management
Colorado
$4.79M -$1.5M -29,754 -24%
BL
127
BFSG LLC
California
$4.62M -$205K -4,075 -4%
WOC
128
West Oak Capital
California
$4.61M +$4.61M +91,505 New
TIM
129
Total Investment Management
Arizona
$4.56M -$11.9M -236,720 -72%
TA
130
TCG Advisors
Texas
$4.33M +$4.33M +85,947 New
PFA
131
Paradigm Financial Advisors
Missouri
$4.25M +$1.28M +25,358 +43%
CCA
132
Cobblestone Capital Advisors
New York
$4.22M +$797K +15,814 +23%
PFS
133
Prospera Financial Services
Texas
$4.14M +$283K +5,623 +7%
TFO
134
Tarbox Family Office
California
$4.13M +$3.36M +66,626 +432%
UCFA
135
United Capital Financial Advisors
Texas
$4.06M +$736K +14,615 +22%
AI
136
Atria Investments
North Carolina
$3.91M +$2.46M +48,839 +171%
ICM
137
IMS Capital Management
Oregon
$3.89M +$223K +4,426 +6%
HIC
138
Holderness Investments Company
North Carolina
$3.75M +$889K +17,636 +31%
TW
139
Transform Wealth
Colorado
$3.67M +$3.67M +72,882 New
ACP
140
Arcus Capital Partners
Georgia
$3.66M +$906K +17,988 +33%
AC
141
Avestar Capital
New York
$3.53M +$289K +5,734 +9%
KA
142
Klingman & Associates
New York
$3.44M +$1.22M +24,133 +55%
TC
143
TownSquare Capital
Utah
$3.36M +$293K +5,812 +10%
SF
144
Synovus Financial
Georgia
$3.34M +$815K +16,185 +32%
SPIA
145
Steward Partners Investment Advisory
New York
$3.33M -$240K -4,761 -7%
WA
146
Winfield Associates
Ohio
$3.27M +$85.9K +1,705 +3%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$3.19M -$3.12K -62 -0.1%
EWM
148
Elmwood Wealth Management
California
$3.19M +$739K +14,665 +30%
ACM
149
Avalon Capital Management
California
$3.15M -$1.41M -27,912 -31%
SC
150
Savant Capital
Illinois
$3.13M +$3.13M +62,138 New

JPST Hedge Fund Activity: Q2 2019 in Review

360 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2019, worth a combined $4.34B — up 6.7% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JPST positions and 26 closed out — a net gain of 36 holders — while 190 added to existing stakes and 84 trimmed.

The largest buyer was Wells Fargo, adding an estimated $141M. The largest seller was SignatureFD, cutting an estimated $111M.

  • 360 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2019, up from 331 in Q1 2019.
  • Funds reported $4.34B of JPMorgan Ultra-Short Income ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 62 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2019 and 26 closed out, a net change of +36 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2019 was Wells Fargo, an estimated $141M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2019 was SignatureFD, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.