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JPMorgan Ultra-Short Income ETF

698 hedge funds and large institutions have $11.1B invested in JPMorgan Ultra-Short Income ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

16% more funds holding in top 10

Funds holding in top 10: 114132 (+18)

7% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$745M)

1% more funds holding

Funds holding: 690698 (+8)

8% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 277

0.75% more ownership

Funds ownership: 59.53%60.29% (+0.75%)

Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
12.22%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
2.31%
New
64
Increased
299
Reduced
277
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
176
Webster Bank
Connecticut
$9.66M -$6.05M -119,301 -39%
CFGF
177
Compass Financial Group (Florida)
Florida
$9.61M -$63.1K -1,245 -0.7%
ACM
178
Alpha Capital Management
Texas
$9.56M +$7.32M +144,360 +327%
GWS
179
Glassman Wealth Services
Virginia
$9.55M
CP
180
Corbenic Partners
Pennsylvania
$9.44M +$94.4K +1,862 +1%
CCM
181
Covington Capital Management
California
$9.32M +$4.19M +82,652 +82%
OC
182
Oppenheimer & Co
New York
$9.22M +$6.21M +122,391 +206%
KCM
183
Kendall Capital Management
Maryland
$9.14M +$1.88M +37,031 +26%
TGAM
184
TBH Global Asset Management
Tennessee
$9.02M -$1.74M -34,390 -16%
TWM
185
Tradition Wealth Management
Minnesota
$8.94M +$276K +5,444 +3%
CFG
186
Citizens Financial Group
Rhode Island
$8.91M -$2.35M -46,346 -21%
FAG
187
Financial Advisory Group
Texas
$8.87M +$715K +14,105 +9%
ATPW
188
Ashton Thomas Private Wealth
Arizona
$8.84M +$116K +2,293 +1%
TIAM2
189
Tru Independence Asset Management 2
Oregon
$8.81M +$2M +39,341 +29%
LAS
190
Lloyd Advisory Services
Georgia
$8.79M +$1.48M +29,270 +20%
NCM
191
Noesis Capital Mangement
Florida
$8.73M -$461K -9,090 -5%
FFG
192
Frisch Financial Group
New York
$8.71M -$585K -11,531 -6%
CI
193
CX Institutional
Indiana
$8.71M -$532K -10,489 -6%
KAS
194
Kestra Advisory Services
Texas
$8.7M -$1.35M -26,582 -13%
HIM
195
Harbour Investment Management
Washington
$8.42M -$167K -3,300 -2%
FA
196
FDx Advisors
Illinois
$8.41M +$1M +19,738 +14%
KP
197
Keel Point
Alabama
$8.27M +$8.27M +163,070 New
OA
198
Oxbow Advisors
Texas
$8.26M +$227K +4,485 +3%
ASN
199
Advisory Services Network
Georgia
$8.25M -$760K -14,989 -8%
Citadel Advisors
200
Citadel Advisors
Florida
$8.23M -$9.62M -189,631 -54%

JPST Hedge Fund Activity: Q3 2021 in Review

698 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2021, worth a combined $11.1B — up 7.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JPST positions and 41 closed out — a net gain of 23 holders — while 299 added to existing stakes and 277 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $205M.

  • 698 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2021, up from 690 in Q2 2021.
  • Funds reported $11.1B of JPMorgan Ultra-Short Income ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 64 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2021 and 41 closed out, a net change of +23 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2021 was Fidelity Investments, an estimated $285M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2021 was JP Morgan Chase, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2021.