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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
NF
401
Nikulski Financial
Iowa
$2.17M +$169K +3,334 +8%
DI
402
DFPG Investments
Utah
$2.17M +$269K +5,325 +14%
Cetera Investment Advisers
403
Cetera Investment Advisers
Illinois
$2.13M -$460K -9,102 -18%
TLFA
404
True Link Financial Advisors
California
$2.09M -$7.59K -150 -0.4%
SCA
405
Snowden Capital Advisors
New York
$2.09M -$5.06K -100 -0.2%
MCA
406
MSH Capital Advisors
Arizona
$2.03M +$2.04M +40,255 New
GVAG
407
Great Valley Advisor Group
Delaware
$2.02M -$32.1K -635 -2%
US Bancorp
408
US Bancorp
Minnesota
$2.01M +$88K +1,739 +5%
FWM
409
Forefront Wealth Management
Pennsylvania
$2M +$2.01M +39,724 New
PFP
410
Paragon Financial Partners
California
$1.99M +$2M +39,480 New
VCM
411
Virtue Capital Management
Tennessee
$1.98M +$1.98M +39,191 New
KPWS
412
Kestra Private Wealth Services
Texas
$1.98M +$1.98M +39,172 New
WIA
413
Westbourne Investment Advisors
Maryland
$1.92M +$1.52K +30 +0.1%
NFG
414
Next Financial Group
Texas
$1.87M +$72.8K +1,440 +4%
JG
415
Jefferies Group
New York
$1.86M +$926K +18,307 +99%
Baird Financial Group
416
Baird Financial Group
Wisconsin
$1.83M -$1.9M -37,640 -51%
TSS
417
Two Sigma Securities
New York
$1.83M +$550K +10,876 +43%
GF
418
Gries Financial
Ohio
$1.81M -$328K -6,493 -15%
KC
419
Kinloch Capital
Virginia
$1.8M +$1.5M +29,681 +501%
CAC
420
Certified Advisory Corp
Florida
$1.79M +$1.8M +35,562 New
EBWM
421
Eagle Bluffs Wealth Management
Missouri
$1.79M +$1.79M +35,403 New
RRA
422
Round Rock Advisors
Connecticut
$1.78M +$1.79M +35,310 New
SSWM
423
Sheets Smith Wealth Management
North Carolina
$1.77M -$254K -5,018 -13%
EIA
424
Eldridge Investment Advisors
New Hampshire
$1.76M -$68K -1,344 -4%
Millennium Management
425
Millennium Management
New York
$1.71M -$849K -16,785 -33%

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.