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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
SDH
426
Sloy Dahl & Holst
Washington
$1.7M
ACA
427
Aptus Capital Advisors
Alabama
$1.69M -$1.75M -34,605 -51%
CG
428
Colony Group
Massachusetts
$1.68M +$75.3K +1,489 +5%
TCWM
429
Total Clarity Wealth Management
Illinois
$1.67M +$13.6K +268 +0.8%
RJT
430
Raymond James Trust
Florida
$1.66M -$288K -5,701 -15%
GWM
431
GSB Wealth Management
Connecticut
$1.64M +$596K +11,784 +57%
APA
432
Astoria Portfolio Advisors
New York
$1.63M +$1.64M +32,328 New
RBC
433
Roble Belko & Company
Pennsylvania
$1.63M +$1.63M +32,297 New
FPOC
434
Financial Planners of Cleveland
Ohio
$1.62M +$1.63M +32,168 New
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$1.62M +$762K +15,059 +88%
RPCA
436
Running Point Capital Advisors
California
$1.6M -$368K -7,266 -19%
PIMG
437
Patriot Investment Management Group
Tennessee
$1.59M +$508K +10,037 +47%
ACM
438
Anfield Capital Management
California
$1.58M -$114K -2,252 -7%
SAM
439
SignalPoint Asset Management
Missouri
$1.57M -$347K -6,856 -18%
AWM
440
Aprio Wealth Management
Georgia
$1.56M +$886K +17,522 +132%
MCC
441
Money Concepts Capital
Florida
$1.56M +$1.56M +30,826 New
MSS
442
Mitchell Sinkler & Starr
Pennsylvania
$1.55M +$182K +3,600 +13%
DC
443
Davenport & Co
Virginia
$1.55M +$11.1K +219 +0.7%
AWAP
444
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.54M +$244K +4,821 +19%
ATWA
445
Arbor Trust Wealth Advisors
Michigan
$1.54M -$167K -3,300 -10%
PA
446
Parallel Advisors
California
$1.52M -$578K -11,417 -27%
SCM
447
SOL Capital Management
Maryland
$1.52M +$535K +10,575 +54%
NWMG
448
National Wealth Management Group
Ohio
$1.5M +$1.5M +29,715 New
IA
449
Insight Advisors
Pennsylvania
$1.5M +$17.7K +350 +1%
TCM
450
Tradewinds Capital Management
Washington
$1.49M -$43.2K -854 -3%

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.