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JPMorgan Ultra-Short Income ETF
JPST

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: 331 → 360 (+29)

7% more funds holding in top 10

Funds holding in top 10: 68 → 73 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$141M
2
Morgan Stanley
Morgan Stanley
New York
+$69.1M
3
Bank of America
Bank of America
North Carolina
+$46.4M
4
GC
Guggenheim Capital
Illinois
+$31M
5
AIM
Astor Investment Management
Illinois
+$29.6M

Top Sellers

Rank Fund Capital Flow
1
S
SignatureFD
Georgia
-$111M
2
AF
Allworth Financial
California
-$71.2M
3
JIP
Jaffetilchin Investment Partners
Florida
-$44M
4
SWM
Sanctuary Wealth Management
Idaho
-$26M
5
TYCC
Texas Yale Capital Corp
Florida
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
151
Wintrust Investments
Illinois
$3.01M -$456K -9,043 -13%
WCM
152
Windsor Capital Management
Arizona
$2.95M +$499K +9,910 +20%
CA
153
Continuum Advisory
Idaho
$2.9M +$601K +11,928 +26%
FAG
154
Financial Advisory Group
Texas
$2.68M +$673K +13,356 +34%
TIM
155
Tortoise Investment Management
New York
$2.67M +$2.55M +50,525 +2,021%
AAS
156
Avantax Advisory Services
Texas
$2.66M +$93.8K +1,861 +4%
VFPI
157
Vantage Financial Partners (Illinois)
Illinois
$2.65M +$993K +19,700 +60%
SIA
158
Strategic Investment Advisors
Michigan
$2.63M +$1.47M +29,226 +128%
FHA
159
First Horizon Advisors
Tennessee
$2.61M +$19.1K +380 +0.7%
LNC
160
Lincoln National Corp
Pennsylvania
$2.58M -$655K -12,997 -20%
AF
161
Advisornet Financial
Minnesota
$2.54M +$1.11M +21,989 +77%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$2.54M +$2.54M +50,401 New
HKAM
163
Horizon Kinetics Asset Management
New York
$2.47M -$15.7K -312 -0.6%
BCP
164
Blue Chip Partners
Michigan
$2.45M -$1.45M -28,765 -37%
VWA
165
V Wealth Advisors
Kansas
$2.42M +$278K +5,524 +13%
JFA
166
Johanson Financial Advisors
California
$2.41M +$769K +15,272 +47%
BBA
167
BLB&B Advisors
Pennsylvania
$2.41M +$1.22M +24,177 +102%
Millennium Management
168
Millennium Management
New York
$2.27M +$2.27M +45,065 New
LWA
169
Lowe Wealth Advisors
Maryland
$2.21M +$235K +4,668 +12%
MC
170
Moors & Cabot
Massachusetts
$2.17M +$316K +6,263 +17%
ZIG
171
Zurich Insurance Group
Switzerland
$2.17M +$694K +13,783 +47%
KCM
172
Kendall Capital Management
Maryland
$2.16M +$2.16M +42,897 New
APC
173
Aspire Private Capital
North Carolina
$2.13M +$1.05M +20,776 +96%
TIA
174
Tiemann Investment Advisors
California
$2.13M +$273K +5,418 +15%
FA
175
FCG Advisors
New Jersey
$2.09M +$160K +3,177 +8%
5 6
7
8 9

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.