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JPMorgan Ultra-Short Income ETF

360 hedge funds and large institutions have $4.34B invested in JPMorgan Ultra-Short Income ETF in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

126% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 84

9% more funds holding

Funds holding: 331360 (+29)

7% more funds holding in top 10

Funds holding in top 10: 6873 (+5)

7% more capital invested

Capital invested by funds: $4.07B → $4.34B (+$273M)

6.22% less ownership

Funds ownership: 64.7%58.48% (-6.2%)

Holders
360
Holders Change
+29
Holders Change %
+8.76%
% of All Funds
7.82%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.59%
New
62
Increased
190
Reduced
84
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
201
Redmond Asset Management
Virginia
$1.29M +$413K +8,200 +47%
CCG
202
Chatham Capital Group
Georgia
$1.29M +$83.9K +1,665 +7%
SWP
203
Stratos Wealth Partners
Ohio
$1.29M -$6.3M -125,066 -83%
NEPWA
204
New England Private Wealth Advisors
Massachusetts
$1.25M +$225K +4,463 +22%
SWM
205
Sanctuary Wealth Management
Idaho
$1.24M -$26M -515,929 -95%
CAM
206
Concorde Asset Management
Michigan
$1.24M +$62.3K +1,237 +5%
MCM
207
Monument Capital Management
Virginia
$1.23M +$420K +8,334 +52%
CCM
208
Colorado Capital Management
Colorado
$1.21M
RJT
209
Raymond James Trust
Florida
$1.17M +$103K +2,047 +10%
MNG
210
Manning & Napier Group
New York
$1.15M
CFD
211
Creative Financial Designs
Indiana
$1.14M -$119K -2,369 -9%
NFG
212
Next Financial Group
Texas
$1.14M +$597K +11,840 +110%
SAM
213
Shamrock Asset Management
Texas
$1.08M +$506K +10,037 +89%
SIM
214
Stratos Investment Management
Ohio
$1.06M +$45.2K +897 +4%
MTC
215
Matrix Trust Company
Colorado
$1.04M +$1.04M +20,720 New
Citadel Advisors
216
Citadel Advisors
Florida
$1.03M +$1.03M +20,467 New
GSC
217
G&S Capital
Colorado
$1.02M -$3.9M -77,425 -79%
BHWM
218
Bay Harbor Wealth Management
Maryland
$1.02M +$494K +9,800 +94%
SCA
219
Snowden Capital Advisors
New York
$998K -$1.06M -21,024 -51%
ACA
220
Aptus Capital Advisors
Alabama
$996K +$103K +2,052 +12%
TB
221
Terril Brothers
Missouri
$948K +$171K +3,400 +22%
GIA
222
Gladstone Institutional Advisory
Florida
$948K +$948K +18,818 New
GWM
223
Greenwich Wealth Management
Connecticut
$928K +$657K +13,041 +242%
OIA
224
OneDigital Investment Advisors
Kansas
$926K -$4.37M -86,689 -83%
SI
225
Stephens Inc
Arkansas
$902K +$383K +7,600 +74%

JPST Hedge Fund Activity: Q2 2019 in Review

360 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2019, worth a combined $4.34B — up 6.7% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JPST positions and 26 closed out — a net gain of 36 holders — while 190 added to existing stakes and 84 trimmed.

The largest buyer was Wells Fargo, adding an estimated $141M. The largest seller was SignatureFD, cutting an estimated $111M.

  • 360 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2019, up from 331 in Q1 2019.
  • Funds reported $4.34B of JPMorgan Ultra-Short Income ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 62 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2019 and 26 closed out, a net change of +36 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2019 was Wells Fargo, an estimated $141M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2019 was SignatureFD, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.