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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
EWA
151
Encompass Wealth Advisors
Oregon
$10.7M -$1.14M -22,427 -10%
NCM
152
Novare Capital Management
North Carolina
$10.7M -$747K -14,717 -7%
22CM
153
20/20 Capital Management
California
$10.6M +$162K +3,191 +2%
WIC
154
Whitegate Investment Counselors
New Hampshire
$10.4M +$344K +6,789 +3%
MHR
155
Matthew Hamilton Rosenberg
$10.2M +$813K +16,018 +9%
GWM
156
Geneos Wealth Management
Colorado
$10.1M -$33M -650,229 -76%
KL
157
KWMG LLC
Kansas
$10.1M +$270K +5,328 +3%
AIC
158
Ameritas Investment Company
Nebraska
$10.1M -$1.88M -37,082 -81%
KAS
159
Kestra Advisory Services
Texas
$10.1M +$254K +5,010 +3%
AssetMark Inc
160
AssetMark Inc
California
$9.81M +$9.79M +192,928 +49,724%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$9.77M
CFGF
162
Compass Financial Group (Florida)
Florida
$9.68M -$315K -6,217 -3%
BPA
163
Beacon Pointe Advisors
California
$9.57M -$1.94M -38,224 -17%
GWS
164
Glassman Wealth Services
Virginia
$9.56M
LWA
165
Lowe Wealth Advisors
Maryland
$9.51M +$302K +5,952 +3%
Millennium Management
166
Millennium Management
New York
$9.42M -$979K -19,287 -9%
CP
167
Corbenic Partners
Pennsylvania
$9.35M +$404K +7,966 +5%
JAG
168
Journey Advisory Group
Kentucky
$9.31M +$1.08M +21,198 +13%
FFG
169
Frisch Financial Group
New York
$9.29M -$565K -11,126 -6%
CI
170
CX Institutional
Indiana
$9.24M -$1.41M -27,727 -13%
NCM
171
Noesis Capital Mangement
Florida
$9.19M -$571K -11,250 -6%
NP
172
NorthRock Partners
Minnesota
$9.17M -$3.85M -75,978 -30%
IIC
173
Ironwood Investment Counsel
Arizona
$9.11M -$1.29M -25,340 -12%
BA
174
Bristlecone Advisors
Washington
$9.07M -$373K -7,355 -4%
PA
175
Pinnacle Associates
New York
$9.04M +$6.88M +135,664 +319%

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.