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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
GI
301
Glovista Investments
New Jersey
$4.48M -$1.26M -24,965 -22%
NWA
302
Navis Wealth Advisors
New York
$4.47M
CM
303
Capital Management
Virginia
$4.46M -$502K -9,932 -10%
RW
304
RVW Wealth
California
$4.46M -$11.7M -231,258 -72%
AWM
305
Apollon Wealth Management
South Carolina
$4.45M +$4.46M +88,200 New
DWM
306
Dakota Wealth Management
Florida
$4.4M -$284K -5,619 -6%
JIP
307
Jaffetilchin Investment Partners
Florida
$4.31M +$509K +10,056 +13%
BFA
308
Beacon Financial Advisory
Ohio
$4.29M +$655K +12,940 +18%
BPA
309
Beacon Pointe Advisors
California
$4.24M -$2.49M -49,189 -37%
HCM
310
Hollencrest Capital Management
California
$4.22M +$4.23M +83,610 New
CG
311
CFO4Life Group
Texas
$4.21M +$700K +13,841 +20%
SDWIA
312
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.21M -$128K -2,521 -3%
HIM
313
HawsGoodwin Investment Management
Tennessee
$4.18M +$756K +14,938 +22%
SFP
314
Sandbox Financial Partners
Maryland
$4.18M -$664K -13,122 -14%
PWMAG
315
Pinnacle Wealth Management Advisory Group
New Jersey
$4.16M +$573K +11,328 +16%
LW
316
Linscomb Wealth
Texas
$4.14M -$116K -2,301 -3%
CCA
317
Catalyst Capital Advisors
New York
$4.14M
ICM
318
IMS Capital Management
Oregon
$4.08M -$224K -4,425 -5%
NC
319
NewSquare Capital
Pennsylvania
$4.06M -$280K -5,543 -6%
MTWM
320
Masso Torrence Wealth Management
New Jersey
$3.98M +$3.99M +78,839 New
PA
321
Planning Alternatives
Michigan
$3.96M +$573K +11,327 +17%
APW
322
Acima Private Wealth
Virginia
$3.96M -$1.45M -28,588 -27%
HFM
323
Hartford Financial Management
Connecticut
$3.92M +$413K +8,155 +12%
Citigroup
324
Citigroup
New York
$3.87M -$606K -11,973 -14%
RWP
325
Ridgecrest Wealth Partners
California
$3.86M -$643K -12,706 -14%

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.