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JPMorgan Ultra-Short Income ETF

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

23% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 253

12% more capital invested

Capital invested by funds: $8.49B → $9.53B (+$1.04B)

4.35% more ownership

Funds ownership: 54.67%59.02% (+4.3%)

3% more funds holding

Funds holding: 663683 (+20)

2% less funds holding in top 10

Funds holding in top 10: 121118 (-3)

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
11.99%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.07%
New
77
Increased
310
Reduced
253
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
176
Journey Advisory Group
Kentucky
$8.24M +$570K +11,229 +7%
WOSD
177
WFA of San Diego
California
$8.2M -$868K -17,087 -10%
CWA
178
Choice Wealth Advisors
Maine
$8.1M +$287K +5,655 +4%
SFP
179
Sandbox Financial Partners
Maryland
$7.85M +$1.13M +22,305 +17%
CCG
180
Chatham Capital Group
Georgia
$7.55M +$170K +3,340 +2%
CSWG
181
Cardinal Strategic Wealth Guidance
Kentucky
$7.54M -$16.5M -324,236 -69%
RBC
182
Roble Belko & Company
Pennsylvania
$7.52M +$640K +12,601 +9%
PI
183
Parkside Investments
Illinois
$7.42M -$845K -16,650 -10%
CFA
184
Carroll Financial Associates
North Carolina
$7.28M +$6.9M +135,855 +1,771%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$7.25M +$1.57M +30,931 +28%
BBA
186
BLB&B Advisors
Pennsylvania
$7.15M +$849K +16,722 +13%
FA
187
FDx Advisors
Illinois
$7.12M -$1.02K -20 -0%
FAG
188
Financial Advisory Group
Texas
$7.07M +$2.61M +51,330 +58%
JFA
189
JNBA Financial Advisors
Minnesota
$7.03M -$491K -9,675 -7%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$6.94M +$246K +4,854 +4%
BC
191
Bartlett & Co
Ohio
$6.94M +$246K +4,854 +4%
LB
192
Leo Brokerage
Texas
$6.94M +$1.22M +23,939 +21%
WCM
193
Windsor Capital Management
Arizona
$6.89M +$748K +14,725 +12%
OA
194
Oxbow Advisors
Texas
$6.87M +$1.56M +30,747 +29%
Citadel Advisors
195
Citadel Advisors
Florida
$6.76M +$2.08M +41,050 +45%
TW
196
Transform Wealth
Colorado
$6.75M -$1.32M -26,047 -16%
SFA
197
Souders Financial Advisors
Ohio
$6.74M -$15.2K -300 -0.2%
EWM
198
Elmwood Wealth Management
California
$6.69M +$6.69M +131,829 New
SPC
199
Sigma Planning Corp
Michigan
$6.65M +$999K +19,672 +18%
WP
200
WealthSource Partners
California
$6.55M +$2.94M +57,836 +81%

JPST Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2021, worth a combined $9.53B — up 12% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JPST positions and 44 closed out — a net gain of 33 holders — while 310 added to existing stakes and 253 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $295M. The largest seller was Allworth Financial, cutting an estimated $105M.

  • 683 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2021, up from 663 in Q4 2020.
  • Funds reported $9.53B of JPMorgan Ultra-Short Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 77 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2021 and 44 closed out, a net change of +33 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $295M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2021 was Allworth Financial, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2021.