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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
LWA
151
Lowe Wealth Advisors
Maryland
$8.56M +$867K +17,061 +11%
KAS
152
Kestra Advisory Services
Texas
$8.54M +$8.38M +164,958 New
NCM
153
Northwest Capital Management
Oregon
$8.36M +$258K +5,075 +3%
AAS
154
Avantax Advisory Services
Texas
$8.12M +$5.63M +110,818 +226%
SIAP
155
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.93M +$756K +14,876 +11%
IA
156
IFP Advisors
Florida
$7.61M +$2.85M +56,077 +60%
OPS
157
Orion Portfolio Solutions
Nebraska
$7.47M -$9.31M -183,284 -55%
MHR
158
Matthew Hamilton Rosenberg
$7.43M +$1.17M +23,107 +19%
BCWM
159
Bartlett & Co Wealth Management
Ohio
$7.37M +$471K +9,277 +7%
BC
160
Bartlett & Co
Ohio
$7.37M +$471K +9,277 +7%
AWMS
161
Advocacy Wealth Management Services
Georgia
$7.16M +$3.15M +62,087 +79%
ATPW
162
Ashton Thomas Private Wealth
Arizona
$6.98M +$567K +11,155 +9%
FA
163
FDx Advisors
Illinois
$6.96M +$1.61M +31,607 +30%
CAG
164
Curtis Advisory Group
California
$6.94M +$6.94M +136,593 New
MAFM
165
Mid Atlantic Financial Management
Pennsylvania
$6.89M -$4M -78,793 -37%
CCG
166
Chatham Capital Group
Georgia
$6.88M +$1.84M +36,135 +36%
CFG
167
Citizens Financial Group
Rhode Island
$6.85M +$5.83M +114,812 +569%
AssetMark Inc
168
AssetMark Inc
California
$6.78M -$291M -5,733,693 -98%
SAS
169
Sage Advisory Services
Texas
$6.75M +$1.61M +31,680 +31%
GKWIM
170
Gerber Kawasaki Wealth & Investment Management
California
$6.71M -$1.15M -22,564 -15%
BBA
171
BLB&B Advisors
Pennsylvania
$6.57M +$1.24M +24,408 +23%
REMPR
172
Roof Eidam Maycock Peralta (REMP)
California
$6.5M -$1.92M -37,788 -23%
LPT
173
Legacy Private Trust
Wisconsin
$6.48M -$205K -4,025 -3%
ACM
174
Anfield Capital Management
California
$6.33M -$6.19M -121,753 -49%
SFA
175
Souders Financial Advisors
Ohio
$6.31M +$833K +16,390 +15%

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.