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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$816M +$146M +2,866,404 +22%
Bank of America
2
Bank of America
North Carolina
$726M +$52.2M +1,026,335 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$496M -$8.24M -162,241 -2%
Wells Fargo
4
Wells Fargo
California
$371M -$55M -1,081,500 -13%
UBS Group
5
UBS Group
Switzerland
$351M +$83.5M +1,642,845 +31%
SW
6
SVB Wealth
Massachusetts
$237M +$22.5M +441,921 +10%
HB
7
Homrich & Berg
Georgia
$230M +$44.9M +883,441 +24%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$193M +$5.91M +116,328 +3%
AF
9
Allworth Financial
California
$179M +$10.4M +205,454 +6%
Betterment LLC
10
Betterment LLC
New York
$150M +$30.6M +601,678 +26%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$128M -$3.39M -66,683 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$112M +$24M +471,726 +27%
KA
13
Klingman & Associates
New York
$107M +$46.6M +916,151 +76%
LPL Financial
14
LPL Financial
California
$106M +$7.39M +145,419 +8%
GBBWRPM
15
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$98.7M +$9.05M +178,132 +10%
RJA
16
Raymond James & Associates
Florida
$86.1M +$12.7M +250,147 +17%
SI
17
Stephens Inc
Arkansas
$78.2M +$4.58M +90,056 +6%
S
18
SignatureFD
Georgia
$66.4M +$20.8M +410,175 +46%
RW
19
REDW Wealth
New Mexico
$65.8M +$4.64M +91,248 +8%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.2M +$24.2M +476,101 +62%
PAG
21
Pinnacle Advisory Group
Maryland
$61.2M -$8.01M -157,673 -12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$60.7M +$4.81M +94,629 +9%
NAM
23
NorthCoast Asset Management
Connecticut
$55.2M -$935K -18,393 -2%
SMM
24
Stadion Money Management
Georgia
$55.1M +$55.1M +1,085,241 New
Osaic Holdings
25
Osaic Holdings
Arizona
$54.9M +$5.96M +117,212 +12%

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.