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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
FNT
276
First National Trust
Pennsylvania
$5.28M -$586K -11,591 -10%
IHWM
277
Iron Horse Wealth Management
Iowa
$5.24M +$410K +8,101 +8%
GL
278
Graypoint LLC
New York
$5.18M -$1.25M -24,718 -19%
MSFS
279
Main Street Financial Solutions
Pennsylvania
$5.15M +$15.9K +315 +0.3%
OPS
280
Orion Portfolio Solutions
Nebraska
$5.13M -$500K -9,888 -9%
NW
281
Naviter Wealth
Arkansas
$5.1M +$5.1M +100,910 New
WCM
282
Wunderlich Capital Managemnt
Tennessee
$5.09M -$137K -2,708 -3%
FP
283
Financial Perspectives
Minnesota
$5.06M -$97.2K -1,921 -2%
BMA
284
Brooks Moore & Associates
Tennessee
$5.03M +$1.18M +23,300 +30%
SFWC
285
Strategic Family Wealth Counselors
New Jersey
$5.01M +$2.14M +42,405 +75%
FAG
286
Financial Advisory Group
Texas
$4.99M -$3.85M -76,094 -43%
PCIA
287
Prime Capital Investment Advisors
Kansas
$4.92M +$1.39M +27,484 +39%
FCAG
288
First Capital Advisors Group
New Jersey
$4.9M +$4.91M +97,090 New
JFA
289
JNBA Financial Advisors
Minnesota
$4.9M -$1.49M -29,531 -23%
IIA
290
Integral Investment Advisors
California
$4.88M +$4.88M +96,571 New
Bank of Nova Scotia
291
Bank of Nova Scotia
Ontario, Canada
$4.86M +$4.87M +96,300 New
YIA
292
YHB Investment Advisors
Connecticut
$4.8M +$730K +14,428 +18%
LWAC
293
Laurel Wealth Advisors (California)
California
$4.76M +$4.78M +94,402 New
LWP
294
Laurel Wealth Planning
Minnesota
$4.71M +$139K +2,740 +3%
DWA
295
Divergent Wealth Advisors
Utah
$4.61M +$4.61M +91,221 New
MA
296
Modus Advisors
Minnesota
$4.58M -$151K -2,987 -3%
PPWM
297
Paragon Private Wealth Management
Kentucky
$4.58M +$4.59M +90,779 New
SIA
298
SkyView Investment Advisors
New Jersey
$4.54M -$174K -3,439 -4%
NA
299
NewEdge Advisors
Louisiana
$4.51M +$1.01M +19,915 +29%
KF
300
Krilogy Financial
Missouri
$4.48M +$869K +17,181 +24%

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.