We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

19 hedge funds and large institutions have $59.4M invested in JPMorgan Ultra-Short Income ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

217% more funds holding

Funds holding: 619 (+13)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

34% more capital invested

Capital invested by funds: $44.2M → $59.4M (+$15.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
19
Holders Change
+13
Holders Change %
+216.67%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
2
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$25M
SGAM
2
Steinberg Global Asset Management
Florida
$14.1M -$151K -3,015 -1%
3AM
3
3EDGE Asset Management
Florida
$9.22M +$9.23M +184,200 New
FAAS
4
First Allied Advisory Services
California
$2.32M +$2.33M +46,428 New
AG
5
Advisor Group
Arizona
$1.87M +$1.87M +37,331 New
GT
6
Glenview Trust
Kentucky
$1.72M +$1.72M +34,305 New
TAT
7
TD Ameritrade Trust
Colorado
$1.13M +$1.13M +22,492 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$751K +$752K +14,999 New
HighTower Advisors
9
HighTower Advisors
Illinois
$526K +$527K +10,516 New
LA
10
LexAurum Advisors
Kansas
$433K +$433K +8,642 New
SS
11
Simplicity Solutions
Minnesota
$356K +$356K +7,111 New
FHC
12
First Heartland Consultants
Missouri
$351K +$83K +1,657 +31%
SCM
13
Sterneck Capital Management
Missouri
$321K +$322K +6,418 New
CAM
14
Concorde Asset Management
Michigan
$310K +$310K +6,193 New
AI
15
Atria Investments
North Carolina
$286K +$286K +5,708 New
SHIM
16
Stone House Investment Management
Pennsylvania
$286K +$286K +5,708 New
AA
17
Ancora Advisors
Ohio
$255K +$255K +5,091 New
Bank of America
18
Bank of America
North Carolina
$104K +$104K +2,066 New
UBS Group
19
UBS Group
Switzerland
$58K +$12.7K +254 +28%
Jane Street
20
Jane Street
New York
-$2.5M -49,971 Closed
VF
21
Virtu Financial
New York
-$2.19M -43,808 Closed

JPST Hedge Fund Activity: Q4 2017 in Review

19 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2017, worth a combined $59.4M — up 34% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPST positions and 2 closed out — a net gain of 13 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $9.23M. The largest seller was Jane Street, exiting entirely with an estimated $2.5M sold.

  • 19 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2017, up from 6 in Q3 2017.
  • Funds reported $59.4M of JPMorgan Ultra-Short Income ETF stock for Q4 2017, up 34% quarter-over-quarter.
  • 15 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2017 and 2 closed out, a net change of +13 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2017 was 3EDGE Asset Management, an estimated $9.23M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2017 was Jane Street, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2017.