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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
TIA
351
Tiemann Investment Advisors
California
$3.19M +$42.9K +848 +1%
AAS
352
Ameritas Advisory Services
Nebraska
$3.18M +$3.18M +62,962 New
EFS
353
Essex Financial Services
Connecticut
$3.17M +$320K +6,327 +11%
SWM
354
Silverlake Wealth Management
Vermont
$3.16M +$3.16M +62,530 New
JWCA
355
J.W. Coons Advisors
Ohio
$3.14M +$353K +6,980 +13%
SC
356
Savant Capital
Illinois
$3.12M -$6.93M -137,022 -69%
AP
357
Americana Partners
Texas
$3.1M +$1.7M +33,684 +121%
CWA
358
Centennial Wealth Advisory
Michigan
$3.08M -$473K -9,350 -13%
NL
359
NWAM LLC
Washington
$3.08M +$98.5K +1,948 +3%
BCP
360
Blue Chip Partners
Michigan
$3.07M -$713K -14,090 -19%
BMWM
361
Brown Miller Wealth Management
Virginia
$3.04M -$84.8K -1,677 -3%
LSPW
362
Lake Street Private Wealth
Illinois
$3.04M +$244K +4,819 +9%
SPIA
363
Steward Partners Investment Advisory
New York
$3.02M +$387K +7,649 +15%
AHC
364
Adell Harriman & Carpenter
Texas
$3.01M +$272K +5,370 +10%
SC
365
Slow Capital
California
$2.98M +$73.9K +1,460 +3%
BOH
366
Bank of Hawaii
Hawaii
$2.98M +$2.99M +59,020 New
GWM
367
Greenwich Wealth Management
Connecticut
$2.96M -$2.21M -43,605 -43%
IDA
368
Intelligence Driven Advisers
California
$2.87M -$1.68M -33,257 -37%
SB
369
Sunflower Bank
Texas
$2.86M -$809K -15,993 -22%
SIAP
370
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.85M -$1.02M -20,175 -26%
OCPWS
371
One Charles Private Wealth Services
Massachusetts
$2.84M -$255K -5,043 -8%
REMPR
372
Roof Eidam Maycock Peralta (REMP)
California
$2.81M +$7.08K +140 +0.3%
TL
373
Tradewinds LLC
North Carolina
$2.75M +$2.77M +54,714 New
CTA
374
Chesley Taft & Associates
Illinois
$2.74M -$39.2K -775 -1%
WA
375
Winfield Associates
Ohio
$2.71M -$60.7K -1,200 -2%

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.