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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
GG
451
Gofen & Glossberg
Illinois
$1.49M +$405K +8,000 +37%
AUB
452
Atlantic Union Bankshares
Virginia
$1.46M -$163K -3,223 -10%
BEAM
453
Baker Ellis Asset Management
Washington
$1.43M +$127K +2,520 +10%
EH
454
Equitable Holdings
New York
$1.42M -$576K -11,389 -29%
VWA
455
V Wealth Advisors
Kansas
$1.41M +$34.4K +681 +2%
TWM
456
TriaGen Wealth Management
California
$1.4M -$55.1K -1,089 -4%
WS
457
Wedbush Securities
California
$1.35M +$26.7K +528 +2%
PIA
458
Perennial Investment Advisors
California
$1.34M +$314K +6,198 +30%
IAN
459
Integrated Advisors Network
Texas
$1.33M -$3.59M -70,985 -73%
IWN
460
Independent Wealth Network
Iowa
$1.33M -$162K -3,193 -11%
ACA
461
Atlas Capital Advisors
Wyoming
$1.32M +$1.32M +26,123 New
HH
462
Hilltop Holdings
Texas
$1.31M -$324K -6,396 -20%
AF
463
Advisornet Financial
Minnesota
$1.28M +$1.27M +25,168 +10,148%
ETIA
464
Epic Trust Investment Advisors
Washington
$1.28M +$1.28M +25,403 New
MC
465
Moors & Cabot
Massachusetts
$1.28M -$581K -11,484 -31%
PWP
466
Principle Wealth Partners
Connecticut
$1.26M -$687K -13,589 -35%
PBF
467
Petix & Botte Financial
California
$1.25M -$1.53M -30,219 -55%
SWM
468
Segment Wealth Management
Texas
$1.24M -$607K -12,000 -33%
KWM
469
Kingsview Wealth Management
Oregon
$1.23M +$256K +5,065 +26%
NC
470
NovaPoint Capital
Georgia
$1.23M -$52.3K -1,034 -4%
TPWM
471
Twelve Points Wealth Management
Massachusetts
$1.22M +$1.22M +24,204 New
GCP
472
Gill Capital Partners
Colorado
$1.21M +$111K +2,185 +10%
SFG
473
Sovereign Financial Group
Connecticut
$1.19M +$602K +11,899 +101%
SSW
474
Stone Summit Wealth
Florida
$1.19M +$1.19M +23,605 New
VFIC
475
Valley Forge Investment Consultants
Pennsylvania
$1.17M +$293K +5,786 +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.