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JPMorgan Ultra-Short Income ETF

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02%59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
126
Gradient Capital Advisors
California
$13.2M +$95K +1,872 +0.7%
Truist Financial
127
Truist Financial
North Carolina
$13.1M -$1.66M -32,790 -11%
SC
128
Scotia Capital
Ontario, Canada
$13.1M +$3.86M +76,061 +42%
SW
129
SkyOak Wealth
Michigan
$13M +$1.85M +36,552 +17%
PSIWM
130
Paradigm Strategies in Wealth Management
Minnesota
$12.7M -$569K -11,219 -4%
CL
131
CPWM LLC
Washington
$12.6M -$1.08M -21,317 -8%
AIC
132
Archer Investment Corporation
Indiana
$12.5M -$1.01M -19,966 -8%
MRCM
133
M&R Capital Management
New Jersey
$12.4M +$138K +2,720 +1%
SHGA
134
Sand Hill Global Advisors
California
$12.4M +$20.3K +401 +0.2%
LNC
135
Lincoln National Corp
Pennsylvania
$12.2M +$1.01M +19,900 +9%
CFD
136
Creative Financial Designs
Indiana
$12.2M +$8.99M +177,125 +282%
FAM
137
Formidable Asset Management
Ohio
$12.1M +$6.5M +128,196 +117%
HCA
138
Horan Capital Advisors
Ohio
$12M +$96K +1,892 +0.8%
RCA
139
Reitz Capital Advisors
Michigan
$11.9M +$3.55M +69,923 +42%
SAS
140
Sage Advisory Services
Texas
$11.9M +$81.1K +1,599 +0.7%
MFP
141
Meridian Financial Partners
Virginia
$11.9M -$569K -11,224 -5%
LA
142
LexAurum Advisors
Kansas
$11.6M +$65.6K +1,293 +0.6%
FWM
143
Foresight Wealth Management
Utah
$11.5M +$8.76M +172,572 +314%
PA
144
Prism Advisors
California
$11.5M -$13.7K -270 -0.1%
BPB
145
Badgley, Phelps & Bell
Washington
$11.5M -$337K -6,649 -3%
TCWA
146
Ten Capital Wealth Advisors
Washington
$11.5M +$372K +7,324 +3%
VA
147
Valmark Advisers
Ohio
$11.3M +$2.67M +52,532 +31%
CFG
148
Citizens Financial Group
Rhode Island
$11.3M +$6.67M +131,547 +145%
FWP
149
FAS Wealth Partners
Kansas
$11M -$690K -13,604 -6%
TGAM
150
TBH Global Asset Management
Tennessee
$10.8M -$3.34M -65,855 -24%

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.