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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
SFG
376
Sage Financial Group
Pennsylvania
$2.65M -$642K -12,695 -19%
AI
377
Atria Investments
North Carolina
$2.64M +$202K +3,986 +8%
FW
378
FirstPurpose Wealth
Utah
$2.64M +$2.65M +52,342 New
CAL
379
Capital Analysts LLC
Pennsylvania
$2.64M +$91.4K +1,807 +4%
AA
380
Advisory Alpha
Michigan
$2.6M +$145K +2,874 +6%
JWM
381
JGP Wealth Management
Oregon
$2.59M -$556K -10,988 -18%
GC
382
Grimes & Company
Massachusetts
$2.58M +$2.59M +51,110 New
NI
383
Nepsis Inc
Minnesota
$2.54M -$12.9K -256 -0.5%
CA
384
Continuum Advisory
Idaho
$2.53M +$1.09M +21,545 +75%
SWA
385
Stratos Wealth Advisors
Ohio
$2.48M +$1.4M +27,674 +130%
KCFA
386
Key Client Fiduciary Advisors
New Jersey
$2.43M +$2.44M +48,171 New
TIM
387
Tortoise Investment Management
New York
$2.41M -$147K -2,910 -6%
MA
388
MBA Advisors
Pennsylvania
$2.39M +$639K +12,635 +36%
PFA
389
Paradigm Financial Advisors
Missouri
$2.37M -$91.4K -1,806 -4%
I2I
390
Insight 2811 Inc
Illinois
$2.36M -$264K -5,216 -10%
WP
391
WealthPLAN Partners
Nebraska
$2.33M +$13.4K +264 +0.6%
ES
392
Eagle Strategies
New York
$2.33M +$2.33M +46,066 New
AFS
393
Access Financial Services
Minnesota
$2.32M -$405K -8,004 -15%
NL
394
Navalign LLC
California
$2.31M -$58K -1,147 -2%
MOS
395
MGO One Seven
Ohio
$2.3M -$2.21M -43,776 -49%
SBL
396
Sargent Bickham Lagudis
Colorado
$2.28M +$2.17M +42,987 +1,931%
CA
397
CGN Advisors
Kansas
$2.25M -$770K -15,213 -25%
QWM
398
Quaker Wealth Management
New Jersey
$2.21M +$676K +13,359 +44%
CSPIA
399
Cary Street Partners Investment Advisory
Virginia
$2.19M +$147K +2,915 +7%
VWM
400
Venturi Wealth Management
Texas
$2.18M -$251K -4,963 -10%

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.