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JPMorgan Ultra-Short Income ETF

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 82

22% more capital invested

Capital invested by funds: $3.35B → $4.07B (+$725M)

19% more funds holding in top 10

Funds holding in top 10: 5768 (+11)

14% more funds holding

Funds holding: 291331 (+40)

2.19% less ownership

Funds ownership: 66.9%64.7% (-2.2%)

Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.16%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Frontier Wealth Management
Missouri
$1.89M -$1.22M -24,272 -39%
ECA
177
Elevated Capital Advisors
Utah
$1.87M +$1.87M +37,272 New
MC
178
Moors & Cabot
Massachusetts
$1.86M +$202K +4,017 +12%
TIA
179
Tiemann Investment Advisors
California
$1.86M +$339K +6,754 +22%
CPIG
180
Chicago Partners Investment Group
Illinois
$1.79M +$1.79M +35,568 New
VFPI
181
Vantage Financial Partners (Illinois)
Illinois
$1.65M +$852K +16,953 +107%
JFA
182
Johanson Financial Advisors
California
$1.64M +$774K +15,403 +89%
ZIG
183
Zurich Insurance Group
Switzerland
$1.47M -$6.52M -129,701 -82%
MNG
184
Manning & Napier Group
New York
$1.45M
LWAC
185
Laurel Wealth Advisors (California)
California
$1.44M -$1.06M -21,137 -42%
AI
186
Atria Investments
North Carolina
$1.44M +$433K +8,614 +43%
FC
187
FCA Corp
Texas
$1.43M +$53.8K +1,071 +4%
AF
188
Advisornet Financial
Minnesota
$1.43M +$288K +5,738 +25%
GTAM
189
Global Trust Asset Management
Florida
$1.43M +$130K +2,590 +10%
MA
190
Mutual Advisors
Nebraska
$1.41M -$148K -2,951 -10%
DWM
191
Darwin Wealth Management
Florida
$1.31M +$717K +14,271 +121%
EWM
192
Edge Wealth Management
New York
$1.26M +$794K +15,796 +171%
CFD
193
Creative Financial Designs
Indiana
$1.26M +$280K +5,570 +29%
NA
194
NewEdge Advisors
Louisiana
$1.21M -$71.3K -1,418 -6%
CCM
195
Colorado Capital Management
Colorado
$1.21M -$9.95K -198 -0.8%
CCG
196
Chatham Capital Group
Georgia
$1.21M +$1.21M +23,980 New
BBA
197
BLB&B Advisors
Pennsylvania
$1.19M -$998K -19,852 -46%
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$1.19M +$1.19M +23,579 New
RFN
199
RDA Financial Network
Iowa
$1.18M +$1.18M +23,425 New
CAM
200
Concorde Asset Management
Michigan
$1.17M -$59.7K -1,188 -5%

JPST Hedge Fund Activity: Q1 2019 in Review

331 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2019, worth a combined $4.07B — up 22% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JPST positions and 28 closed out — a net gain of 46 holders — while 159 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $127M. The largest seller was AssetMark Inc, cutting an estimated $61.4M.

  • 331 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2019, up from 291 in Q4 2018.
  • Funds reported $4.07B of JPMorgan Ultra-Short Income ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 74 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2019 and 28 closed out, a net change of +46 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2019 was Morgan Stanley, an estimated $127M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2019 was AssetMark Inc, an estimated $61.4M sold.

Based on aggregated 13F filings for Q1 2019.