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JPMorgan Ultra-Short Income ETF

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

16% more funds holding in top 10

Funds holding in top 10: 114132 (+18)

7% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$745M)

1% more funds holding

Funds holding: 690698 (+8)

8% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 277

0.75% more ownership

Funds ownership: 59.53%60.29% (+0.75%)

Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.22%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.31%
New
64
Increased
299
Reduced
277
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$14.2M +$777K +15,322 +6%
TC
127
TownSquare Capital
Utah
$14.1M -$12.2M -240,455 -46%
FWM
128
Foresight Wealth Management
Utah
$13.9M +$2.38M +46,923 +21%
SFG
129
StrategIQ Financial Group
Indiana
$13.9M -$862K -16,992 -6%
SFA
130
Sequoia Financial Advisors
Ohio
$13.8M -$23.8M -468,871 -63%
SC
131
Scotia Capital
Ontario, Canada
$13.8M +$696K +13,730 +5%
SW
132
SkyOak Wealth
Michigan
$13.6M +$583K +11,493 +4%
FA
133
Fountainhead AM
New Jersey
$13.6M -$13.1M -257,492 -49%
DCM
134
Donaldson Capital Management
Indiana
$13.6M -$4.17M -82,191 -24%
SPL
135
Smart Portfolios LLC
Washington
$13.5M +$4.6M +90,652 +52%
MRCM
136
M&R Capital Management
New Jersey
$13.3M +$894K +17,629 +7%
PI
137
Pachira Investments
California
$13.1M -$135K -2,665 -1%
AC
138
Asio Capital
Kentucky
$13.1M +$11.7M +230,215 +803%
MHR
139
Matthew Hamilton Rosenberg
$13M +$2.78M +54,757 +27%
GC
140
Gratus Capital
Georgia
$13M -$2.14M -42,142 -14%
GCA
141
Gradient Capital Advisors
California
$12.8M -$450K -8,876 -3%
LNC
142
Lincoln National Corp
Pennsylvania
$12.6M +$389K +7,679 +3%
PSIWM
143
Paradigm Strategies in Wealth Management
Minnesota
$12.4M -$263K -5,190 -2%
MFP
144
Meridian Financial Partners
Virginia
$12.4M +$524K +10,326 +4%
CFD
145
Creative Financial Designs
Indiana
$12.3M +$156K +3,076 +1%
HCA
146
Horan Capital Advisors
Ohio
$12.1M +$132K +2,601 +1%
AWS
147
AJ Wealth Strategies
New York
$12.1M +$3.65M +71,982 +43%
FM
148
Family Management
New York
$12.1M -$3.17M -62,577 -21%
CCM
149
Condor Capital Management
New Jersey
$12M +$9.74M +192,029 +431%
AIC
150
Archer Investment Corporation
Indiana
$11.9M -$529K -10,421 -4%

JPST Hedge Fund Activity: Q3 2021 in Review

698 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2021, worth a combined $11.1B — up 7.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JPST positions and 41 closed out — a net gain of 23 holders — while 299 added to existing stakes and 277 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $205M.

  • 698 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2021, up from 690 in Q2 2021.
  • Funds reported $11.1B of JPMorgan Ultra-Short Income ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 64 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2021 and 41 closed out, a net change of +23 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2021 was Fidelity Investments, an estimated $285M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2021 was JP Morgan Chase, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2021.