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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
DWM
476
Drive Wealth Management
Utah
$1.17M +$1.17M +23,120 New
NCM
477
Next Capital Management
New York
$1.16M -$129K -2,553 -10%
APA
478
American Portfolios Advisors
New York
$1.15M +$290K +5,734 +34%
SFI
479
SPC Financial Inc
Maryland
$1.13M +$1.13M +22,394 New
RWP
480
Revolve Wealth Partners
New Jersey
$1.11M +$1.11M +22,021 New
PWM
481
Perigon Wealth Management
California
$1.11M -$15.5K -306 -1%
CFG
482
Cooper Financial Group
California
$1.11M -$1.87M -36,891 -63%
SC
483
Sepio Capital
Utah
$1.11M +$1.11M +21,966 New
FIM
484
Freedom Investment Management
Connecticut
$1.1M +$131K +2,595 +13%
TCM
485
TD Capital Management
Tennessee
$1.1M -$25K -495 -2%
LA
486
Latitude Advisors
Florida
$1.09M +$48K +948 +5%
BWA
487
BDO Wealth Advisors
Florida
$1.09M -$190K -3,753 -15%
MWA
488
Meridian Wealth Advisors
Texas
$1.08M +$620K +12,260 +134%
KFC
489
Klingenstein Fields & Co
New York
$1.07M -$8.14K -161 -0.8%
AGAM
490
Audent Global Asset Management
California
$1.07M +$1.07M +21,232 New
FHB
491
First Hawaiian Bank
Hawaii
$1.06M +$786K +15,531 +286%
FAIM
492
Financial Advocates Investment Management
Washington
$1.06M -$572K -11,300 -35%
BRWM
493
B. Riley Wealth Management
Tennessee
$1.05M -$290K -5,730 -22%
SWM
494
Sanctuary Wealth Management
Idaho
$1.05M -$1.22M -24,030 -54%
SPFA
495
Summit Place Financial Advisors
New Jersey
$1.04M +$192K +3,800 +23%
MA
496
MONECO Advisors
Connecticut
$1.04M -$499K -9,865 -32%
CWG
497
Cornerstone Wealth Group
North Carolina
$1.04M -$118K -2,338 -10%
WWG
498
West Wealth Group
California
$1.03M +$1.03M +20,348 New
SW
499
SlateStone Wealth
Florida
$1.02M -$673K -13,307 -40%
WEPOG
500
Wealth Enhancement & Preservation of GA
Georgia
$1.02M -$388K -7,661 -27%

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.