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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
WCM
251
Windsor Capital Management
Arizona
$6.03M +$333K +6,593 +6%
FF
252
Financial Futures
New Jersey
$5.97M +$5.98M +118,293 New
LWMG
253
Levy Wealth Management Group
Pennsylvania
$5.93M +$1.22M +24,214 +26%
JFA
254
Johanson Financial Advisors
California
$5.93M -$674K -13,318 -10%
CW
255
CreativeOne Wealth
Kansas
$5.91M -$9.54M -188,654 -62%
EL
256
Essex LLC
Illinois
$5.88M -$258K -5,110 -4%
IA
257
IFG Advisory
Georgia
$5.85M -$855K -16,897 -13%
SIG
258
Sargent Investment Group
Maryland
$5.8M -$182K -3,600 -3%
PWM
259
Prentice Wealth Management
New York
$5.79M -$181K -3,584 -3%
FCFC
260
First Citizens Financial Corp
Iowa
$5.74M +$231K +4,571 +4%
ACA
261
Aspire Capital Advisors
Washington
$5.74M +$5.75M +113,686 New
MML Investors Services
262
MML Investors Services
Massachusetts
$5.69M +$2.09M +41,275 +58%
MA
263
Mutual Advisors
Nebraska
$5.69M -$77.3K -1,529 -1%
SPC
264
Sigma Planning Corp
Michigan
$5.66M +$8.55K +169 +0.2%
RFWA
265
RPg Family Wealth Advisory
Massachusetts
$5.63M -$453K -8,962 -7%
SAM
266
SP Asset Management
California
$5.6M -$1.37M -27,017 -20%
AMM
267
American Money Management
California
$5.58M +$10.5K +208 +0.2%
AHC
268
Anderson Hoagland & Co
Missouri
$5.56M +$868K +17,167 +18%
SCP
269
Syntal Capital Partners
Texas
$5.45M -$94.9K -1,876 -2%
TGAM
270
TBH Global Asset Management
Tennessee
$5.39M -$3.58M -70,873 -40%
TCM
271
Triumph Capital Management
Colorado
$5.38M -$833K -16,469 -13%
Ameriprise
272
Ameriprise
Minnesota
$5.37M +$5.38M +106,392 New
RWA
273
Rainsberger Wealth Advisors
Colorado
$5.33M +$5.34M +105,646 New
HFS
274
Heritage Financial Services
Massachusetts
$5.32M +$5.33M +105,313 New
CI
275
Ceera Investments
Texas
$5.29M +$242K +4,785 +5%

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.