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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
SEI Investments
26
SEI Investments
Pennsylvania
$66.8M +$1.63M +32,222 +2%
SRC
27
Shufro Rose & Co
New York
$66.5M -$252K -4,982 -0.4%
Jane Street
28
Jane Street
New York
$64.6M +$43.5M +859,023 +204%
AWM
29
AE Wealth Management
Kansas
$63.9M -$996K -19,689 -2%
AA
30
Ancora Advisors
Ohio
$61.4M +$48.9K +966 +0.1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$60.3M -$12.1M -239,761 -17%
5L
32
55I LLC
Massachusetts
$59M +$31.7M +626,063 +115%
TB
33
Terril Brothers
Missouri
$58.6M -$931K -18,415 -2%
MC
34
McMorgan & Co
California
$57.8M +$31.3M +619,098 +118%
CM
35
Cornerstone Management
Georgia
$56.4M -$22.9M -452,952 -29%
AIA
36
Angeles Investment Advisors
California
$55M +$17.4M +343,970 +46%
Osaic Holdings
37
Osaic Holdings
Arizona
$53M -$9.05M -178,957 -15%
SI
38
Stephens Inc
Arkansas
$51.5M -$2.26M -44,689 -4%
PP
39
Palladium Partners
Virginia
$50.4M -$211K -4,169 -0.4%
UCFA
40
United Capital Financial Advisors
Texas
$50.1M +$2.97M +58,631 +6%
EWM
41
Evermay Wealth Management
Virginia
$48.6M +$262K +5,184 +0.5%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$47.9M -$3.15M -62,361 -6%
WPW
43
Waldron Private Wealth
Pennsylvania
$45.4M +$43.9M +868,627 +2,920%
FM
44
Foster & Motley
Ohio
$45.1M -$5.28M -104,360 -10%
NEWAS
45
N.E.W. Advisory Services
Wisconsin
$44.4M +$1.24M +24,419 +3%
AOWM
46
Alpha Omega Wealth Management
Virginia
$44.3M +$4.59M +90,793 +12%
FFA
47
First Foundation Advisors
California
$43.9M -$7.1M -140,326 -14%
BIAS
48
Beacon Investment Advisory Services
New Jersey
$43.8M +$165K +3,253 +0.4%
NCM
49
Nelson Capital Management
California
$41.8M +$876K +17,311 +2%
SFA
50
Sequoia Financial Advisors
Ohio
$41.6M +$27.9M +551,200 +202%

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.