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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
HIM
551
Hotaling Investment Management
Pennsylvania
$733K +$12.4K +246 +2%
LC
552
Lindbrook Capital
California
$714K +$152K +3,000 +27%
GPA
553
Guerra Pan Advisors
New Jersey
$707K +$709K +14,007 New
JF
554
JSF Financial
California
$706K -$587K -11,603 -45%
PB
555
Pinnacle Bancorp
Nebraska
$702K -$20.2K -399 -3%
BFG
556
Bouchey Financial Group
New York
$701K +$77.4K +1,530 +12%
FHA
557
First Horizon Advisors
Tennessee
$688K -$72.2K -1,428 -9%
BWM
558
BlackDiamond Wealth Management
New York
$684K +$686K +13,559 New
CAM
559
Cozad Asset Management
Illinois
$679K -$190K -3,765 -22%
FTUS
560
Flow Traders U.S.
New York
$675K +$676K +13,367 New
SC
561
Solstein Capital
California
$672K
MFGP
562
Marshall Financial Group (Pennsylvania)
Pennsylvania
$672K +$1.47K +29 +0.2%
FEG
563
Financial Enhancement Group
Indiana
$665K -$1.68M -33,162 -72%
FC
564
FCA Corp
Texas
$661K -$984K -19,444 -60%
MWM
565
Madison Wealth Management
Ohio
$656K +$658K +13,000 New
MMM
566
Mendel Money Management
Illinois
$654K
CPA
567
Capital Planning Advisors
California
$652K -$329K -6,505 -34%
DIM
568
Delta Investment Management
California
$630K -$812K -16,054 -56%
RA
569
Riversedge Advisors
Delaware
$628K +$1.62K +32 +0.3%
H
570
HoyleCohen
California
$620K +$48.6K +961 +8%
SWA
571
Strategies Wealth Advisors
Michigan
$615K +$616K +12,185 New
HKAM
572
Horizon Kinetics Asset Management
New York
$610K -$227K -4,482 -27%
CFO
573
Collective Family Office
Pennsylvania
$585K +$306K +6,049 +109%
RCAG
574
Rehmann Capital Advisory Group
Michigan
$581K
TFO
575
Tarbox Family Office
California
$574K +$21K +416 +4%

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.