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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Acorn Wealth Advisors
Michigan
$6.21M -$590K -11,606 -9%
ACA
177
Aptus Capital Advisors
Alabama
$6.14M +$743K +14,620 +14%
GCP
178
Gill Capital Partners
Colorado
$6.11M -$4.55M -89,465 -88%
IA
179
IFG Advisory
Georgia
$6M -$576K -11,327 -9%
WCM
180
Windsor Capital Management
Arizona
$5.99M +$689K +13,552 +13%
SIG
181
Sargent Investment Group
Maryland
$5.94M -$95.8K -1,885 -2%
WCM
182
Wunderlich Capital Managemnt
Tennessee
$5.9M
RBC
183
Roble Belko & Company
Pennsylvania
$5.7M +$713K +14,025 +14%
SW
184
SlateStone Wealth
Florida
$5.7M +$1.22M +23,933 +27%
NC
185
NewSquare Capital
Pennsylvania
$5.7M +$4.87M +95,776 +585%
SCP
186
Sandhill Capital Partners
New York
$5.67M +$413K +8,135 +8%
SPL
187
Smart Portfolios LLC
Washington
$5.63M -$39.8K -784 -0.7%
FM
188
Family Management
New York
$5.56M +$4.86M +95,562 +689%
EWM
189
Elmwood Wealth Management
California
$5.51M
RWA
190
Redhawk Wealth Advisors
Minnesota
$5.5M +$841K +16,543 +18%
AWM
191
Aprio Wealth Management
Georgia
$5.45M +$1.81M +35,662 +50%
BL
192
BFSG LLC
California
$5.43M -$782K -15,387 -13%
DWM
193
Dakota Wealth Management
Florida
$5.32M +$3.31M +65,120 +164%
JFA
194
Johanson Financial Advisors
California
$5.28M +$625K +12,305 +13%
PJSIMP
195
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.25M +$5.25M +103,230 New
RHP
196
Royal Harbor Partners
Texas
$5.23M +$367K +7,214 +8%
MA
197
Mutual Advisors
Nebraska
$5.22M +$1M +19,751 +24%
AIA
198
Arbor Investment Advisors
North Carolina
$5.2M +$677K +13,320 +15%
TB
199
Terril Brothers
Missouri
$5.15M +$3.96M +77,890 +332%
ICM
200
IMS Capital Management
Oregon
$5.12M -$145K -2,860 -3%

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.