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JPMorgan Ultra-Short Income ETF

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

23% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 253

12% more capital invested

Capital invested by funds: $8.49B → $9.53B (+$1.04B)

4.35% more ownership

Funds ownership: 54.67%59.02% (+4.3%)

3% more funds holding

Funds holding: 663683 (+20)

2% less funds holding in top 10

Funds holding in top 10: 121118 (-3)

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
11.99%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.07%
New
77
Increased
310
Reduced
253
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
126
Horan Capital Advisors
Ohio
$11.9M +$176K +3,472 +2%
BPB
127
Badgley, Phelps & Bell
Washington
$11.9M +$11.9M +233,940 New
SAS
128
Sage Advisory Services
Texas
$11.9M -$1.82M -35,817 -13%
EWA
129
Encompass Wealth Advisors
Oregon
$11.8M +$2.88M +56,800 +32%
FWP
130
FAS Wealth Partners
Kansas
$11.7M -$949K -18,684 -7%
PA
131
Prism Advisors
California
$11.6M +$11.3M +222,177 +4,077%
BPA
132
Beacon Pointe Advisors
California
$11.5M -$5.61M -110,570 -33%
LA
133
LexAurum Advisors
Kansas
$11.5M -$53.5K -1,053 -0.5%
FF
134
FourThought Financial
Florida
$11.4M +$1.09M +21,531 +11%
NCM
135
Novare Capital Management
North Carolina
$11.4M -$13.3K -262 -0.1%
GI
136
Glovista Investments
New Jersey
$11.3M +$6.85M +134,863 +152%
CPIG
137
Chicago Partners Investment Group
Illinois
$11.3M +$1.34M +26,390 +13%
LNC
138
Lincoln National Corp
Pennsylvania
$11.2M +$266K +5,246 +2%
SW
139
SkyOak Wealth
Michigan
$11.2M -$941K -18,541 -8%
TCWA
140
Ten Capital Wealth Advisors
Washington
$11.1M +$1.58M +31,180 +17%
IDA
141
Intelligence Driven Advisers
California
$10.8M +$5.52M +108,718 +104%
TC
142
Trilogy Capital
California
$10.8M +$10.8M +212,944 New
CI
143
CX Institutional
Indiana
$10.7M +$7.53M +148,226 +240%
AFS
144
Access Financial Services
Minnesota
$10.6M -$4.08M -80,348 -28%
Millennium Management
145
Millennium Management
New York
$10.4M +$6.37M +125,410 +158%
IIC
146
Ironwood Investment Counsel
Arizona
$10.4M -$1.36M -26,787 -12%
22CM
147
20/20 Capital Management
California
$10.4M -$1.44M -28,278 -12%
HighTower Advisors
148
HighTower Advisors
Illinois
$10.2M -$335K -6,599 -3%
FM
149
Family Management
New York
$10.2M +$3.01M +59,284 +42%
WIC
150
Whitegate Investment Counselors
New Hampshire
$10M -$286K -5,635 -3%

JPST Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2021, worth a combined $9.53B — up 12% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JPST positions and 44 closed out — a net gain of 33 holders — while 310 added to existing stakes and 253 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $295M. The largest seller was Allworth Financial, cutting an estimated $105M.

  • 683 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2021, up from 663 in Q4 2020.
  • Funds reported $9.53B of JPMorgan Ultra-Short Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 77 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2021 and 44 closed out, a net change of +33 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $295M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2021 was Allworth Financial, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2021.