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JPMorgan Ultra-Short Income ETF

783 hedge funds and large institutions have $11.8B invested in JPMorgan Ultra-Short Income ETF in 2021 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 284 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 50

12% more funds holding

Funds holding: 698783 (+85)

8% more funds holding in top 10

Funds holding in top 10: 132143 (+11)

6% more capital invested

Capital invested by funds: $11.1B → $11.8B (+$710M)

4.78% more ownership

Funds ownership: 60.29%65.07% (+4.8%)

9% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 311

Holders
783
Holders Change
+85
Holders Change %
+12.18%
% of All Funds
12.05%
Holding in Top 10
143
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.33%
% of All Funds
2.2%
New
147
Increased
284
Reduced
311
Closed
50
Calls
$3.38M
Puts
Net Calls
+$3.38M
Net Calls Change
+$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
226
BLB&B Advisors
Pennsylvania
$7.02M -$783K -15,470 -10%
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$7.02M +$6.12M +120,896 +665%
NCM
228
Noesis Capital Mangement
Florida
$6.97M -$1.72M -34,009 -20%
Truist Financial
229
Truist Financial
North Carolina
$6.84M -$3.11M -61,556 -31%
AWE
230
Avidian Wealth Enterprises
Texas
$6.79M +$2.65M +52,356 +64%
NCM
231
Novare Capital Management
North Carolina
$6.7M -$154K -3,047 -2%
MF
232
Meridian Financial
Massachusetts
$6.62M +$6.63M +131,058 New
CSWG
233
Cardinal Strategic Wealth Guidance
Kentucky
$6.61M +$79K +1,562 +1%
WP
234
WealthSource Partners
California
$6.6M +$1.81M +35,722 +38%
CFG
235
Citizens Financial Group
Rhode Island
$6.58M -$2.29M -45,275 -26%
NL
236
NVWM LLC
Pennsylvania
$6.42M +$387K +7,641 +6%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$6.35M +$6.36M +125,716 New
PCG
238
Prosperity Consulting Group
Maryland
$6.34M +$6.36M +125,785 New
FAM
239
Formidable Asset Management
Ohio
$6.29M -$226K -4,473 -3%
VFPI
240
Vantage Financial Partners (Illinois)
Illinois
$6.25M -$405K -8,000 -6%
JWCA
241
J.W. Cole Advisors
Florida
$6.25M +$6.27M +123,887 New
PWM
242
Pinnacle Wealth Management
California
$6.22M +$6.23M +123,244 New
BL
243
BFSG LLC
California
$6.21M +$3.23M +63,788 +108%
HWM
244
Howard Wealth Management
Connecticut
$6.17M +$2.95M +58,245 +91%
SW
245
StrongBox Wealth
Missouri
$6.15M +$118K +2,340 +2%
DCM
246
Donaldson Capital Management
Indiana
$6.08M -$7.43M -146,826 -55%
NCM
247
Northwest Capital Management
Oregon
$6.08M -$1.58M -31,312 -21%
HIC
248
Holderness Investments Company
North Carolina
$6.07M -$66.4K -1,313 -1%
SWP
249
Stratos Wealth Partners
Ohio
$6.06M -$42.8K -847 -0.7%
PCWA
250
Pacific Capital Wealth Advisors
California
$6.05M -$14.8M -291,993 -71%

JPST Hedge Fund Activity: Q4 2021 in Review

783 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2021, worth a combined $11.8B — up 6.4% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new JPST positions and 50 closed out — a net gain of 97 holders — while 284 added to existing stakes and 311 trimmed.

The largest buyer was Sun Life Financial, adding an estimated $341M. The largest seller was SVB Wealth, exiting entirely with an estimated $405M sold.

  • 783 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2021, up from 698 in Q3 2021.
  • Funds reported $11.8B of JPMorgan Ultra-Short Income ETF stock for Q4 2021, up 6.4% quarter-over-quarter.
  • 147 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2021 and 50 closed out, a net change of +97 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2021 was Sun Life Financial, an estimated $341M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2021 was SVB Wealth, an estimated $405M sold.

Based on aggregated 13F filings for Q4 2021.