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JPMorgan Ultra-Short Income ETF

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 21

65% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 119

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

24% more funds holding

Funds holding: 374462 (+88)

17% more capital invested

Capital invested by funds: $5.01B → $5.86B (+$849M)

1.16% more ownership

Funds ownership: 57.08%58.24% (+1.2%)

Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.1%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.91%
New
117
Increased
196
Reduced
119
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
176
Rowland Carmichael Advisors
Arizona
$4.17M -$371K -7,342 -8%
VWM
177
Venturi Wealth Management
Texas
$4.15M -$1.51M -29,909 -27%
LW
178
Linscomb Wealth
Texas
$4.12M +$4.12M +81,665 New
HIC
179
Holderness Investments Company
North Carolina
$4.09M +$58.7K +1,162 +1%
AWMS
180
Advocacy Wealth Management Services
Georgia
$4.04M -$4.79M -94,944 -54%
CWA
181
Capital Wealth Alliance
Arizona
$4.03M +$4.02M +79,709 New
AI
182
Atria Investments
North Carolina
$3.95M -$83.2K -1,648 -2%
SDWIA
183
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.89M +$3.5M +69,262 +889%
AWS
184
AJ Wealth Strategies
New York
$3.82M -$437K -8,649 -10%
AF
185
Advisornet Financial
Minnesota
$3.75M +$412K +8,167 +12%
LNC
186
Lincoln National Corp
Pennsylvania
$3.72M +$862K +17,081 +30%
WA
187
Winfield Associates
Ohio
$3.7M +$268K +5,300 +8%
EWM
188
Elmwood Wealth Management
California
$3.67M +$3.68M +72,850 New
VWM
189
Vigilare Wealth Management
Arizona
$3.67M +$3.67M +72,718 New
TIA
190
Tiemann Investment Advisors
California
$3.58M +$1.07M +21,218 +43%
EP
191
Eudaimonia Partners
Tennessee
$3.54M +$3.55M +70,271 New
DFG
192
DWM Financial Group
Illinois
$3.5M +$3.5M +69,354 New
Baird Financial Group
193
Baird Financial Group
Wisconsin
$3.48M -$12.3K -243 -0.4%
JWCA
194
J.W. Cole Advisors
Florida
$3.41M +$3.42M +67,670 New
GCA
195
Gradient Capital Advisors
California
$3.41M +$1.29M +25,557 +61%
VWA
196
V Wealth Advisors
Kansas
$3.33M
AOWM
197
Alpha Omega Wealth Management
Virginia
$3.29M +$1.98M +39,216 +151%
MIAN
198
Mariner Independent Advisor Network
Kansas
$3.27M +$3.28M +64,909 New
SIA
199
Strategic Investment Advisors
Michigan
$3.14M +$251K +4,972 +9%
CCG
200
Chatham Capital Group
Georgia
$3.1M +$1.48M +29,400 +92%

JPST Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2019, worth a combined $5.86B — up 17% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new JPST positions and 21 closed out — a net gain of 96 holders — while 196 added to existing stakes and 119 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $178M. The largest seller was Guggenheim Capital, cutting an estimated $32.5M.

  • 462 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $5.86B of JPMorgan Ultra-Short Income ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 117 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2019 and 21 closed out, a net change of +96 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $178M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2019 was Guggenheim Capital, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2019.