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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
LW
201
Linscomb Wealth
Texas
$6.33M +$2.65M +52,169 +72%
OPS
202
Orion Portfolio Solutions
Nebraska
$6.33M -$929K -18,299 -13%
NC
203
NewSquare Capital
Pennsylvania
$6.31M -$619K -12,198 -9%
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
$6.29M -$209K -4,124 Closed
MSFS
205
Main Street Financial Solutions
Pennsylvania
$6.27M -$396K -7,805 -6%
PA
206
Perennial Advisors
New York
$6.25M +$1.47M +29,017 +31%
IA
207
IFG Advisory
Georgia
$6.23M +$191K +3,755 +3%
JFA
208
Johanson Financial Advisors
California
$6.18M +$678K +13,354 +12%
RWP
209
Ridgecrest Wealth Partners
California
$6.14M +$6.15M +121,026 New
AWMS
210
Advocacy Wealth Management Services
Georgia
$6.1M -$739K -14,549 -11%
SIAP
211
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.02M -$1.8M -35,420 -23%
ASN
212
Advisory Services Network
Georgia
$5.85M +$423K +8,325 +8%
AUB
213
Atlantic Union Bankshares
Virginia
$5.83M +$1.41M +27,800 +32%
AWS
214
AJ Wealth Strategies
New York
$5.81M +$2.17M +42,694 +59%
WCM
215
Wunderlich Capital Managemnt
Tennessee
$5.74M -$57.5K -1,133 -1%
TWM
216
Tradition Wealth Management
Minnesota
$5.69M -$135K -2,652 -2%
JWCA
217
J.W. Cole Advisors
Florida
$5.67M -$755K -14,862 -12%
CCA
218
Column Capital Advisors
Indiana
$5.67M +$371K +7,300 +7%
AIA
219
Arbor Investment Advisors
North Carolina
$5.66M +$308K +6,065 +6%
FAM
220
Formidable Asset Management
Ohio
$5.58M +$3.92M +77,286 +236%
HKIM
221
Hayek Kallen Investment Management
Alabama
$5.57M +$830K +16,345 +18%
QWM
222
Quaker Wealth Management
New Jersey
$5.5M -$6.3M -124,058 -53%
SIG
223
Sargent Investment Group
Maryland
$5.48M -$266K -5,245 -5%
RHP
224
Royal Harbor Partners
Texas
$5.38M +$36.3K +715 +0.7%
MAA
225
Matrix Asset Advisors
New York
$5.37M +$1.51M +29,810 +39%

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.