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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
TW
201
Transform Wealth
Colorado
$8.21M +$68.4K +1,348 +0.8%
CAM
202
Cresset Asset Management
Illinois
$8.01M +$6.58M +129,806 +461%
IA
203
IFP Advisors
Florida
$8.01M +$4.22M +83,294 +112%
CWC
204
Carolinas Wealth Consulting
North Carolina
$7.97M +$2.45M +48,206 +44%
SFA
205
Souders Financial Advisors
Ohio
$7.87M +$200K +3,945 +3%
BBA
206
BLB&B Advisors
Pennsylvania
$7.84M +$1.21M +23,883 +18%
AC
207
Avestar Capital
New York
$7.82M -$907K -17,892 -10%
CCG
208
Chatham Capital Group
Georgia
$7.78M +$23.3K +460 +0.3%
WOSD
209
WFA of San Diego
California
$7.76M -$371K -7,318 -5%
MIAN
210
Mariner Independent Advisor Network
Kansas
$7.76M +$4.25M +83,774 +121%
SA
211
Stewardship Advisors
Pennsylvania
$7.74M +$703K +13,868 +10%
NCM
212
Northwest Capital Management
Oregon
$7.69M -$154K -3,043 -2%
CB
213
Community Bank
New York
$7.68M +$2.76M +54,320 +56%
CPWA
214
Cerro Pacific Wealth Advisors
California
$7.38M +$523K +10,320 +8%
CWA
215
Choice Wealth Advisors
Maine
$7.33M -$1.14M -22,404 -13%
BFWA
216
Benchmark Financial Wealth Advisors
Florida
$7.27M -$1.03M -20,358 -12%
HI
217
Harbour Investments
Wisconsin
$7.1M +$145K +2,849 +2%
PA
218
Perennial Advisors
New York
$7.04M +$182K +3,594 +3%
LB
219
Leo Brokerage
Texas
$7.04M -$49.4K -973 -0.7%
SAM
220
SP Asset Management
California
$6.99M +$2.51M +49,473 +56%
BCWM
221
Bartlett & Co Wealth Management
Ohio
$6.93M -$9.79K -193 -0.1%
BC
222
Bartlett & Co
Ohio
$6.93M -$9.79K -193 -0.1%
NCM
223
Novare Capital Management
North Carolina
$6.88M -$3.77M -74,341 -35%
RHP
224
Royal Harbor Partners
Texas
$6.82M +$795K +15,667 +13%
BPA
225
Beacon Pointe Advisors
California
$6.75M -$2.82M -55,603 -29%

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.