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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
YIA
201
YHB Investment Advisors
Connecticut
$5.12M +$5.12M +100,705 New
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$5.01M +$2.29M +45,053 +84%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$4.97M
EP
204
Eudaimonia Partners
Tennessee
$4.95M -$578K -11,379 -10%
AWS
205
AJ Wealth Strategies
New York
$4.91M +$455K +8,955 +10%
GWM
206
Greenwich Wealth Management
Connecticut
$4.83M +$799K +15,715 +20%
CB
207
Community Bank
New York
$4.77M +$1.52M +29,960 +47%
CI
208
CAZ Investments
Texas
$4.75M +$4.75M +93,505 New
SPC
209
Sigma Planning Corp
Michigan
$4.74M +$374K +7,362 +9%
PA
210
Paragon Advisors
Texas
$4.71M -$2.32M -45,732 -33%
PCIA
211
Prime Capital Investment Advisors
Kansas
$4.7M -$492K -9,678 -9%
BBA
212
Braun-Bostich & Associates
Pennsylvania
$4.67M -$2.48M -48,844 -35%
FAIM
213
Financial Advocates Investment Management
Washington
$4.62M +$643K +12,651 +16%
TIM
214
Tortoise Investment Management
New York
$4.6M -$47.8K -941 -1%
KL
215
KWMG LLC
Kansas
$4.58M -$53.1K -1,045 -1%
BCP
216
Blue Chip Partners
Michigan
$4.48M -$1.31M -25,706 -23%
EWA
217
EP Wealth Advisors
California
$4.39M +$4.39M +86,428 New
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$4.38M -$4.59M -90,328 -51%
SDWIA
219
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.27M +$563K +11,085 +15%
OA
220
Oxbow Advisors
Texas
$4.23M -$541K -10,650 -11%
PIA
221
Pinion Investment Advisors
Kansas
$4.2M
CFG
222
Cooper Financial Group
California
$4.18M -$527K -10,363 -11%
GWM
223
Geneos Wealth Management
Colorado
$4.18M -$879K -17,300 -17%
PA
224
Perennial Advisors
New York
$4.15M +$916K +18,028 +28%
FCFC
225
First Citizens Financial Corp
Iowa
$4.02M +$3.37M +66,307 +515%

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.