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JPMorgan Ultra-Short Income ETF
JPST

374 hedge funds and large institutions have $5.01B invested in JPMorgan Ultra-Short Income ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 205 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 103

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $4.34B → $5.01B (+$662M)

4% more funds holding

Funds holding: 360 → 374 (+14)

1.4% less ownership

Funds ownership: 58.48% → 57.08% (-1.4%)

5% less funds holding in top 10

Funds holding in top 10: 73 → 69 (-4)

Holders
374
Holders Change
+14
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.51%
New
38
Increased
205
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
2
Morgan Stanley
Morgan Stanley
New York
+$112M
3
3AM
3EDGE Asset Management
Florida
+$57.3M
4
UBS Group
UBS Group
Switzerland
+$47.3M
5
RJA
Raymond James & Associates
Florida
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
-$40.8M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$19M
3
PWAG
Polaris Wealth Advisory Group
California
-$14.4M
4
IWS
Insight Wealth Strategies
California
-$14.3M
5
LA
Lau Associates
Delaware
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
176
Tiemann Investment Advisors
California
$2.51M +$381K +7,549 +18%
WIA
177
Wealthstreet Investment Advisors
Texas
$2.48M +$1.76M +34,904 +247%
TNBTD
178
Trustmark National Bank Trust Department
Mississippi
$2.47M +$2.05M +40,584 +486%
SB
179
Suntrust Banks
Georgia
$2.46M -$6.16M -122,030 -71%
WAM
180
Weatherly Asset Management
California
$2.45M +$1.62M +32,075 +193%
HKAM
181
Horizon Kinetics Asset Management
New York
$2.45M -$22.8K -452 -0.9%
LWA
182
Lowe Wealth Advisors
Maryland
$2.38M +$165K +3,267 +7%
KF
183
Krilogy Financial
Missouri
$2.35M +$475K +9,404 +25%
Citadel Advisors
184
Citadel Advisors
Florida
$2.34M +$1.31M +25,895 +127%
SAM
185
SignalPoint Asset Management
Missouri
$2.26M +$2.26M +44,757 New
BMA
186
Brooks Moore & Associates
Tennessee
$2.25M +$701K +13,900 +45%
AAS
187
Avantax Advisory Services
Texas
$2.22M -$443K -8,776 -17%
FA
188
FCG Advisors
New Jersey
$2.22M +$129K +2,547 +6%
APC
189
Aspire Private Capital
North Carolina
$2.13M -$4.59K -91 -0.2%
GCA
190
Gradient Capital Advisors
California
$2.12M +$104K +2,069 +5%
GTAM
191
Global Trust Asset Management
Florida
$2.09M +$649K +12,852 +45%
DWM
192
Darwin Wealth Management
Florida
$2.08M +$536K +10,622 +35%
KCM
193
Kendall Capital Management
Maryland
$2.07M -$96.5K -1,912 -4%
CFG
194
Cooper Financial Group
California
$2.01M +$200K +3,959 +11%
FHA
195
First Horizon Advisors
Tennessee
$1.98M -$633K -12,536 -24%
NFG
196
Next Financial Group
Texas
$1.93M +$798K +15,807 +70%
SPC
197
Sigma Planning Corp
Michigan
$1.89M +$201K +3,991 +12%
EIA
198
Eldridge Investment Advisors
New Hampshire
$1.85M -$174K -3,457 -9%
M&T Bank
199
M&T Bank
New York
$1.85M +$371K +7,344 +25%
SPIA
200
Steward Partners Investment Advisory
New York
$1.82M -$1.52M -30,033 -45%
6 7
8
9 10

JPST Hedge Fund Activity: Q3 2019 in Review

374 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2019, worth a combined $5.01B — up 15% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JPST positions and 20 closed out — a net gain of 18 holders — while 205 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $136M. The largest seller was AJ Wealth Strategies, cutting an estimated $40.8M.

  • 374 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2019, up from 360 in Q2 2019.
  • Funds reported $5.01B of JPMorgan Ultra-Short Income ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 38 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2019 and 20 closed out, a net change of +18 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2019 was Fidelity Investments, an estimated $136M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2019 was AJ Wealth Strategies, an estimated $40.8M sold.

Based on aggregated 13F filings for Q3 2019.