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JPMorgan Ultra-Short Income ETF

51 hedge funds and large institutions have $177M invested in JPMorgan Ultra-Short Income ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,067% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 3

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

197% more capital invested

Capital invested by funds: $59.4M → $177M (+$117M)

168% more funds holding

Funds holding: 1951 (+32)

62.45% more ownership

Funds ownership: 0%62.45% (+62%)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

Holders
51
Holders Change
+32
Holders Change %
+168.42%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.14%
New
35
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$49.7M +$40.5M +808,300 +439%
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$16.4M +$16.4M +327,995 New
Morgan Stanley
3
Morgan Stanley
New York
$16.1M +$16.1M +321,697 New
SGAM
4
Steinberg Global Asset Management
Florida
$14.8M +$721K +14,389 +5%
Bank of America
5
Bank of America
North Carolina
$11.7M +$11.6M +231,513 +11,206%
JP Morgan Chase
6
JP Morgan Chase
New York
$7.45M -$17.5M -350,348 -70%
MWM
7
Mascoma Wealth Management
New Hampshire
$6.92M +$6.92M +138,266 New
MM
8
Main Management
California
$6.22M +$6.23M +124,405 New
RJA
9
Raymond James & Associates
Florida
$5.28M +$5.28M +105,535 New
PI
10
Parkside Investments
Illinois
$5.04M +$5.05M +100,800 New
AP
11
Appleton Partners
Massachusetts
$4.26M +$4.26M +85,115 New
HCA
12
Horan Capital Advisors
Ohio
$3.99M +$3.99M +79,741 New
SWP
13
Stratos Wealth Partners
Ohio
$3.78M +$3.78M +75,510 New
FAAS
14
First Allied Advisory Services
California
$2.87M +$549K +10,957 +24%
Jane Street
15
Jane Street
New York
$1.77M +$1.77M +35,345 New
AG
16
Advisor Group
Arizona
$1.76M -$112K -2,232 -6%
FA
17
FCG Advisors
New Jersey
$1.62M +$1.63M +32,452 New
CCM
18
Colorado Capital Management
Colorado
$1.5M +$1.5M +29,944 New
PFS
19
Prospera Financial Services
Texas
$1.43M +$1.43M +28,514 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.25M +$1.25M +24,940 New
PAG
21
Private Advisor Group
New Jersey
$1.16M +$1.16M +23,210 New
VF
22
Virtu Financial
New York
$1.04M +$1.04M +20,698 New
LWA
23
Lowe Wealth Advisors
Maryland
$987K +$988K +19,736 New
LA
24
Lau Associates
Delaware
$951K +$951K +19,000 New
TAT
25
TD Ameritrade Trust
Colorado
$922K -$204K -4,064 -18%

JPST Hedge Fund Activity: Q1 2018 in Review

51 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2018, worth a combined $177M — up 197% from $59.4M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JPST positions and 3 closed out — a net gain of 32 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $40.5M. The largest seller was JP Morgan Chase, cutting an estimated $17.5M.

  • 51 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2018, up from 19 in Q4 2017.
  • Funds reported $177M of JPMorgan Ultra-Short Income ETF stock for Q1 2018, up 197% quarter-over-quarter.
  • 35 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2018 and 3 closed out, a net change of +32 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2018 was 3EDGE Asset Management, an estimated $40.5M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2018 was JP Morgan Chase, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2018.