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JPMorgan Ultra-Short Income ETF

683 hedge funds and large institutions have $9.53B invested in JPMorgan Ultra-Short Income ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 310 increasing their positions, 253 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

23% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 253

12% more capital invested

Capital invested by funds: $8.49B → $9.53B (+$1.04B)

4.35% more ownership

Funds ownership: 54.67%59.02% (+4.3%)

3% more funds holding

Funds holding: 663683 (+20)

2% less funds holding in top 10

Funds holding in top 10: 121118 (-3)

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
11.99%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
2.07%
New
77
Increased
310
Reduced
253
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$934M +$90.8M +1,787,214 +11%
Bank of America
2
Bank of America
North Carolina
$737M +$22.1M +434,595 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$557M +$32.8M +645,956 +6%
SW
4
SVB Wealth
Massachusetts
$378M +$95.3M +1,876,426 +34%
UBS Group
5
UBS Group
Switzerland
$378M +$34.4M +678,428 +10%
JP Morgan Chase
6
JP Morgan Chase
New York
$311M +$295M +5,800,060 +1,778%
Wells Fargo
7
Wells Fargo
California
$296M -$45.3M -892,513 -13%
HB
8
Homrich & Berg
Georgia
$217M +$28.5M +561,761 +15%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$208M -$2.07M -40,719 -1%
Betterment LLC
10
Betterment LLC
New York
$173M +$12M +235,502 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$116M -$6.66M -131,221 -5%
LPL Financial
12
LPL Financial
California
$108M +$1.87M +36,823 +2%
FP
13
Financial Perspectives
Minnesota
$106M +$267M +5,264,910 +4,375%
S
14
SignatureFD
Georgia
$100M +$23.1M +454,543 +30%
SLF
15
Sun Life Financial
Ontario, Canada
$99.1M +$99.2M +1,953,000 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$97.1M +$45.4M +893,254 +88%
RJA
17
Raymond James & Associates
Florida
$96.9M -$1.93M -38,054 -2%
KA
18
Klingman & Associates
New York
$81.9M -$24.6M -483,953 -23%
SRC
19
Shufro Rose & Co
New York
$76.3M +$70.7M +1,393,100 +1,264%
CM
20
Cornerstone Management
Georgia
$72.9M +$37.5M +737,818 +106%
RW
21
REDW Wealth
New Mexico
$72.7M +$5.76M +113,420 +9%
SI
22
Stephens Inc
Arkansas
$71.2M -$4.87M -95,983 -6%
SWM
23
Spire Wealth Management
Virginia
$62.3M +$61.8M +1,217,313 New
Osaic Holdings
24
Osaic Holdings
Arizona
$61.2M -$1.09M -21,393 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$59.9M -$3.77M -74,170 -6%

JPST Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2021, worth a combined $9.53B — up 12% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JPST positions and 44 closed out — a net gain of 33 holders — while 310 added to existing stakes and 253 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $295M. The largest seller was Allworth Financial, cutting an estimated $105M.

  • 683 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2021, up from 663 in Q4 2020.
  • Funds reported $9.53B of JPMorgan Ultra-Short Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 77 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2021 and 44 closed out, a net change of +33 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $295M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2021 was Allworth Financial, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2021.