We are live on ! Find out more
JPST icon

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
LAS
201
Lloyd Advisory Services
Georgia
$7.31M +$4.68M +92,186 +177%
KCM
202
Kendall Capital Management
Maryland
$7.26M +$2.52M +49,690 +53%
IDA
203
Intelligence Driven Advisers
California
$7.21M -$3.61M -71,116 -33%
LB
204
Leo Brokerage
Texas
$7.09M +$157K +3,099 +2%
SA
205
Stewardship Advisors
Pennsylvania
$7.03M +$7.03M +138,631 New
GL
206
Graypoint LLC
New York
$6.99M +$2.63M +51,903 +60%
HI
207
Harbour Investments
Wisconsin
$6.96M +$4.07M +80,250 +141%
BC
208
Bartlett & Co
Ohio
$6.95M +$6.54K +129 +0.1%
BCWM
209
Bartlett & Co Wealth Management
Ohio
$6.94M +$6.54K +129 +0.1%
JFA
210
Johanson Financial Advisors
California
$6.89M +$702K +13,842 +11%
PA
211
Perennial Advisors
New York
$6.87M +$621K +12,236 +10%
CPWA
212
Cerro Pacific Wealth Advisors
California
$6.86M +$6.86M +135,130 New
TIAM2
213
Tru Independence Asset Management 2
Oregon
$6.82M +$3.87M +76,251 +131%
JFA
214
JNBA Financial Advisors
Minnesota
$6.8M -$232K -4,569 -3%
PI
215
Parkside Investments
Illinois
$6.77M -$649K -12,800 -9%
WCM
216
Windsor Capital Management
Arizona
$6.75M -$134K -2,635 -2%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$6.64M +$5.07M +100,001 +324%
SCP
218
Syntal Capital Partners
Texas
$6.63M +$6.63M +130,765 New
BBA
219
BLB&B Advisors
Pennsylvania
$6.63M -$518K -10,219 -7%
SW
220
StrongBox Wealth
Missouri
$6.58M -$3.03M -59,702 -32%
FNT
221
First National Trust
Pennsylvania
$6.53M -$2.94M -58,020 -31%
PCIA
222
Prime Capital Investment Advisors
Kansas
$6.49M +$3.18M +62,657 +96%
HKIM
223
Hayek Kallen Investment Management
Alabama
$6.38M +$818K +16,116 +15%
IA
224
IFG Advisory
Georgia
$6.27M +$43.4K +856 +0.7%
GI
225
Glovista Investments
New Jersey
$6.21M -$5.14M -101,277 -45%

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.