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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
126
JNBA Financial Advisors
Minnesota
$10.5M -$813K -16,002 -7%
SFG
127
Sage Financial Group
Pennsylvania
$10.4M +$696K +13,701 +7%
SC
128
Savant Capital
Illinois
$10.3M -$123K -2,414 -1%
CFGF
129
Compass Financial Group (Florida)
Florida
$10.3M -$1.51M -29,632 -13%
AC
130
Avestar Capital
New York
$10.3M +$9.08M +178,785 +734%
GCA
131
Gradient Capital Advisors
California
$10.1M +$3.36M +66,036 +50%
NCM
132
Noesis Capital Mangement
Florida
$9.71M +$86K +1,692 +0.9%
TCWA
133
Ten Capital Wealth Advisors
Washington
$9.67M +$9.67M +190,384 New
PI
134
Pachira Investments
California
$9.6M +$897K +17,643 +10%
WOSD
135
WFA of San Diego
California
$9.57M +$361K +7,100 +4%
GWS
136
Glassman Wealth Services
Virginia
$9.57M
MM
137
Main Management
California
$9.51M -$28.5M -561,093 -75%
FNT
138
First National Trust
Pennsylvania
$9.39M +$5.29M +104,053 +129%
JP Morgan Chase
139
JP Morgan Chase
New York
$9.37M +$6.67M +131,245 +247%
AIP
140
Almanack Investment Partners
Pennsylvania
$9.29M +$2M +39,404 +27%
RPSA
141
Richard P. Slaughter Associates
Texas
$9.27M +$408K +8,022 +5%
WIC
142
Whitegate Investment Counselors
New Hampshire
$9.24M +$1.47M +28,889 +19%
CL
143
CPWM LLC
Washington
$9.21M +$5.97M +117,426 +184%
SHGA
144
Sand Hill Global Advisors
California
$9.07M +$73.6K +1,449 +0.8%
IIC
145
Ironwood Investment Counsel
Arizona
$8.91M +$7.22M +142,135 +428%
SW
146
StrongBox Wealth
Missouri
$8.88M +$3.63M +71,420 +69%
CPIG
147
Chicago Partners Investment Group
Illinois
$8.77M +$1.88M +37,080 +27%
HIM
148
Harbour Investment Management
Washington
$8.68M +$5.54M +109,025 +176%
Members Trust
149
Members Trust
Florida
$8.64M +$79.1K +1,556 +0.9%
SF
150
Synovus Financial
Georgia
$8.6M +$1.19M +23,456 +16%

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.