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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
ADBIC
501
A.D. Beadell Investment Counsel
Wisconsin
$1.01M
SMG
502
Spectrum Management Group
Indiana
$1M +$80.7K +1,595 +9%
FSG
503
Financial Strategies Group
Michigan
$995K -$147K -2,913 -13%
BBW
504
Blue Barn Wealth
Utah
$990K +$992K +19,619 New
MWM
505
Maltin Wealth Management
New Jersey
$985K -$301K -5,960 -23%
PCM
506
Parsons Capital Management
Rhode Island
$983K -$189K -3,740 -16%
CWA
507
Capital Wealth Alliance
Arizona
$979K -$51.8K -1,025 -5%
HL
508
HeadInvest LLC
Maine
$979K +$981K +19,394 New
NFG
509
Nations Financial Group
Iowa
$972K -$98.9K -1,955 -9%
BONH
510
Bank of New Hampshire
New Hampshire
$968K -$120K -2,375 -11%
LFA
511
Laraway Financial Advisors
Minnesota
$965K +$968K +19,130 New
CPW
512
Catalyst Private Wealth
California
$951K +$190K +3,759 +25%
MM
513
Main Management
California
$948K -$1.11M -21,878 -54%
WAP
514
Wealthcare Advisory Partners
Pennsylvania
$948K -$165K -3,261 -15%
GKWIM
515
Gerber Kawasaki Wealth & Investment Management
California
$940K +$940K +18,584 +47,651%
JCM
516
Jacobi Capital Management
Pennsylvania
$934K +$11.1K +220 +1%
WWM
517
Western Wealth Management
Colorado
$919K +$922K +18,224 New
APP
518
Avantax Planning Partners
Iowa
$906K -$37.5K -741 -4%
WAM
519
WNY Asset Management
New York
$905K -$55.6K -1,100 -6%
WTC
520
WhitTier Trust Company
Nevada
$896K -$42.7K -845 -5%
AIM
521
Alhambra Investment Management
Florida
$895K -$101K -2,000 -10%
LJCM
522
Lee Johnson Capital Management
Texas
$891K +$893K +17,647 New
Comerica Bank
523
Comerica Bank
Texas
$873K +$4.6K +91 +0.5%
ACA
524
Ascension Capital Advisors
Texas
$871K -$5.01K -99 -0.6%
SWP
525
Strategic Wealth Partners
Ohio
$856K -$110K -2,172 -11%

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.