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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
VIA
151
Vickerman Investment Advisors
Washington
$11.9M +$11.9M +235,132 New
FF
152
FourThought Financial
Florida
$11.9M +$4.59M +90,438 +63%
GWM
153
Geneos Wealth Management
Colorado
$11.7M +$1.57M +30,888 +15%
PA
154
Prism Advisors
California
$11.6M +$84.9K +1,673 +0.7%
LA
155
LexAurum Advisors
Kansas
$11.4M -$121K -2,392 -1%
VA
156
Valmark Advisers
Ohio
$11.4M +$86.8K +1,712 +0.8%
IIC
157
Ironwood Investment Counsel
Arizona
$11.3M +$2.17M +42,859 +24%
SHGA
158
Sand Hill Global Advisors
California
$11.3M -$1.13M -22,204 -9%
FWP
159
FAS Wealth Partners
Kansas
$11.2M +$180K +3,551 +2%
BA
160
Bristlecone Advisors
Washington
$10.7M +$1.61M +31,799 +18%
EWA
161
Encompass Wealth Advisors
Oregon
$10.4M -$279K -5,505 -3%
JAG
162
Journey Advisory Group
Kentucky
$10.3M +$1.02M +20,025 +11%
CFA
163
Carroll Financial Associates
North Carolina
$10.3M +$1.39M +27,494 +16%
KL
164
KWMG LLC
Kansas
$10.3M +$130K +2,567 +1%
AIC
165
Ameritas Investment Company
Nebraska
$10.2M +$9.81M +193,417 +2,255%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$10.2M -$13.1M -257,370 -56%
WIC
167
Whitegate Investment Counselors
New Hampshire
$10.2M -$163K -3,220 -2%
CIAS
168
CFS Investment Advisory Services
New Jersey
$10.2M +$10.2M +200,415 New
CPIG
169
Chicago Partners Investment Group
Illinois
$10.1M -$7.43M -146,566 -42%
SC
170
Savant Capital
Illinois
$10.1M +$7.8M +153,812 +341%
EWA
171
EP Wealth Advisors
California
$10.1M -$5.99M -118,137 -37%
PA
172
Pinnacle Associates
New York
$10M +$970K +19,119 +11%
Truist Financial
173
Truist Financial
North Carolina
$10M -$3.13M -61,632 -24%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$9.72M +$3.08M +60,781 +46%
LWA
175
Lowe Wealth Advisors
Maryland
$9.69M +$186K +3,658 +2%

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.