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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
CFGF
151
Compass Financial Group (Florida)
Florida
$9.99M -$627K -12,350 -6%
KL
152
KWMG LLC
Kansas
$9.87M +$4.69M +92,345 +90%
FFG
153
Frisch Financial Group
New York
$9.86M -$34.6M -680,968 -78%
KAS
154
Kestra Advisory Services
Texas
$9.8M -$1.42M -27,970 -13%
NCM
155
Noesis Capital Mangement
Florida
$9.76M +$1.07M +21,010 +12%
DF
156
Donoghue Forlines
Massachusetts
$9.67M +$3.67M +72,359 +61%
SW
157
StrongBox Wealth
Missouri
$9.61M +$332K +6,537 +4%
GWS
158
Glassman Wealth Services
Virginia
$9.56M
FNT
159
First National Trust
Pennsylvania
$9.48M -$212K -4,183 -2%
BA
160
Bristlecone Advisors
Washington
$9.45M -$1.74M -34,187 -16%
MHR
161
Matthew Hamilton Rosenberg
$9.43M +$450K +8,863 +5%
PI
162
Pachira Investments
California
$9.41M -$6.97M -137,202 -43%
SPL
163
Smart Portfolios LLC
Washington
$9.4M +$964K +18,989 +11%
ATPW
164
Ashton Thomas Private Wealth
Arizona
$9.26M +$1.55M +30,461 +20%
LPT
165
Legacy Private Trust
Wisconsin
$9.26M +$854K +16,827 +10%
SC
166
Scotia Capital
Ontario, Canada
$9.24M +$6.28M +123,661 +212%
LWA
167
Lowe Wealth Advisors
Maryland
$9.21M +$269K +5,288 +3%
GC
168
Gratus Capital
Georgia
$9.14M -$1.17M -23,104 -11%
CP
169
Corbenic Partners
Pennsylvania
$8.95M +$8.89M +175,024 +13,803%
NCM
170
Northwest Capital Management
Oregon
$8.89M +$139K +2,732 +2%
MWM
171
Mission Wealth Management
California
$8.79M -$807K -15,902 -8%
RCM
172
Requisite Capital Management
Texas
$8.7M +$227K +4,479 +3%
VA
173
Valmark Advisers
Ohio
$8.66M +$4.38M +86,245 +102%
HIM
174
Harbour Investment Management
Washington
$8.62M -$208K -4,088 -2%
RCA
175
Reitz Capital Advisors
Michigan
$8.4M +$3.11M +61,342 +59%

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.