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JPMorgan Ultra-Short Income ETF

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02%59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
176
Advisory Services Network
Georgia
$9.02M +$3.17M +62,452 +54%
JWCA
177
J.W. Cole Advisors
Florida
$8.94M +$3.27M +64,448 +58%
CFA
178
Carroll Financial Associates
North Carolina
$8.92M +$1.64M +32,345 +23%
SPL
179
Smart Portfolios LLC
Washington
$8.91M -$485K -9,558 -5%
EWM
180
Elmwood Wealth Management
California
$8.73M +$2.04M +40,183 +30%
AC
181
Avestar Capital
New York
$8.73M -$7.59M -149,665 -47%
ATPW
182
Ashton Thomas Private Wealth
Arizona
$8.73M -$530K -10,448 -6%
TWM
183
Tradition Wealth Management
Minnesota
$8.67M +$2.98M +58,713 +52%
HIM
184
Harbour Investment Management
Washington
$8.59M -$25.4K -500 -0.3%
CWA
185
Choice Wealth Advisors
Maine
$8.47M +$372K +7,333 +5%
AWS
186
AJ Wealth Strategies
New York
$8.46M +$2.65M +52,233 +46%
SFP
187
Sandbox Financial Partners
Maryland
$8.33M +$477K +9,407 +6%
BFWA
188
Benchmark Financial Wealth Advisors
Florida
$8.31M +$4.25M +83,752 +105%
FAG
189
Financial Advisory Group
Texas
$8.16M +$1.09M +21,550 +15%
TW
190
Transform Wealth
Colorado
$8.15M +$1.4M +27,553 +21%
WOSD
191
WFA of San Diego
California
$8.14M -$56.3K -1,110 -0.7%
OA
192
Oxbow Advisors
Texas
$8.03M +$1.16M +22,895 +17%
RBC
193
Roble Belko & Company
Pennsylvania
$7.87M +$348K +6,864 +5%
NCM
194
Northwest Capital Management
Oregon
$7.87M -$1.02M -20,060 -11%
CCG
195
Chatham Capital Group
Georgia
$7.76M +$205K +4,050 +3%
SFA
196
Souders Financial Advisors
Ohio
$7.67M +$928K +18,285 +14%
CSWG
197
Cardinal Strategic Wealth Guidance
Kentucky
$7.63M +$92K +1,813 +1%
FA
198
FDx Advisors
Illinois
$7.41M +$293K +5,777 +4%
AIA
199
Arbor Investment Advisors
North Carolina
$7.41M +$1.75M +34,434 +31%
FF
200
FourThought Financial
Florida
$7.33M -$4.09M -80,691 -36%

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.