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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
IF
576
Intrua Financial
Texas
$572K -$37.5K -742 -6%
HA
577
Herold Advisors
New York
$572K +$30.4K +600 +6%
IB
578
Intrust Bank
Kansas
$572K +$573K +11,334 New
DWM
579
Doyle Wealth Management
Florida
$567K +$6.12K +121 +1%
NB
580
Nicolet Bankshares
Wisconsin
$562K +$56.9K +1,124 +11%
AWA
581
Arete Wealth Advisors
Illinois
$561K +$562K +11,109 New
EA
582
Echo45 Advisors
California
$556K +$557K +11,015 New
RPWA
583
Regent Peak Wealth Advisors
Georgia
$555K -$892K -17,627 -62%
AA
584
ACT Advisors
North Carolina
$546K +$32.7K +647 +6%
TDC
585
Thompson Davis & Co
Virginia
$544K +$546K +10,785 New
LFAS
586
Level Four Advisory Services
Texas
$540K -$50.8K -1,004 -9%
FA
587
Fermata Advisors
California
$538K -$185K -3,650 -26%
NEPWA
588
New England Private Wealth Advisors
Massachusetts
$533K -$23.9K -473 -4%
SW
589
Simplicity Wealth
New Jersey
$530K +$531K +10,492 New
TC
590
Tatro Capital
Kentucky
$529K +$51 +1 +0%
FCA
591
FinTrust Capital Advisors
South Carolina
$528K +$50.5K +998 +11%
SCG
592
Sonata Capital Group
Washington
$528K +$176K +3,489 +50%
CAG
593
Csenge Advisory Group
Florida
$526K +$32.7K +646 +7%
TSWM
594
Tyler-Stone Wealth Management
Ohio
$525K +$526K +10,395 New
ACS
595
Archford Capital Strategies
Illinois
$524K -$23.6K -466 -4%
ICP
596
Ironvine Capital Partners
Nebraska
$523K -$30K -593 -5%
RIA
597
Realta Investment Advisors
Delaware
$522K -$49.7K -983 -9%
QPWM
598
Quadrant Private Wealth Management
Pennsylvania
$515K +$281K +5,546 +119%
ZIMP
599
Zimmermann Investment Management & Planning
Pennsylvania
$507K +$508K +10,042 New
State Farm Mutual Automobile Insurance
600
State Farm Mutual Automobile Insurance
Illinois
$505K

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.