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JPMorgan Ultra-Short Income ETF

690 hedge funds and large institutions have $10.3B invested in JPMorgan Ultra-Short Income ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 303 increasing their positions, 276 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $9.53B → $10.3B (+$792M)

1% more funds holding

Funds holding: 683690 (+7)

10% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 276

0.51% more ownership

Funds ownership: 59.02%59.53% (+0.51%)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

Holders
690
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
12.01%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.98%
New
59
Increased
303
Reduced
276
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
$1.08B +$142M +2,792,991 +15%
Bank of America
2
Bank of America
North Carolina
$733M -$3.18M -62,705 -0.4%
JP Morgan Chase
3
JP Morgan Chase
New York
$564M +$253M +4,981,837 +81%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$560M +$3.07M +60,412 +0.6%
SW
5
SVB Wealth
Massachusetts
$410M +$31.6M +621,898 +8%
UBS Group
6
UBS Group
Switzerland
$398M +$19.9M +392,186 +5%
Wells Fargo
7
Wells Fargo
California
$301M +$4.43M +87,408 +1%
HB
8
Homrich & Berg
Georgia
$241M +$23.3M +460,046 +11%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$202M -$5.84M -115,037 -3%
Betterment LLC
10
Betterment LLC
New York
$167M -$6.01M -118,446 -3%
SLF
11
Sun Life Financial
Ontario, Canada
$166M +$66.4M +1,309,205 +67%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$121M +$4.88M +96,274 +4%
LPL Financial
13
LPL Financial
California
$118M +$9.44M +185,999 +9%
RJA
14
Raymond James & Associates
Florida
$116M +$19.6M +385,373 +20%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$108M +$72.4M +1,426,515 +201%
S
16
SignatureFD
Georgia
$106M +$5.47M +107,780 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$105M +$7.56M +149,008 +8%
KA
18
Klingman & Associates
New York
$84.4M +$2.56M +50,483 +3%
CM
19
Cornerstone Management
Georgia
$80.1M +$7.24M +142,660 +10%
SRC
20
Shufro Rose & Co
New York
$78.9M +$2.6M +51,313 +3%
HPC
21
HM Payson & Co
Maine
$70.9M +$12.3M +242,023 +21%
RW
22
REDW Wealth
New Mexico
$70M -$2.7M -53,234 -4%
Osaic Holdings
23
Osaic Holdings
Arizona
$68.9M +$7.65M +150,784 +13%
SEI Investments
24
SEI Investments
Pennsylvania
$62.9M +$62.9M +1,240,081 New
SI
25
Stephens Inc
Arkansas
$62.2M -$8.96M -176,529 -13%

JPST Hedge Fund Activity: Q2 2021 in Review

690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2021, worth a combined $10.3B — up 8.3% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JPST positions and 44 closed out — a net gain of 15 holders — while 303 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Financial Perspectives, cutting an estimated $268M.

  • 690 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $10.3B of JPMorgan Ultra-Short Income ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 59 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2021 and 44 closed out, a net change of +15 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $253M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2021 was Financial Perspectives, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2021.