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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
CMS
601
Capital Market Strategies
Florida
$498K +$500K +9,875 New
HWA
602
HHM Wealth Advisors
Tennessee
$497K -$267K -5,270 -35%
GM
603
GeoWealth Management
Illinois
$496K -$589K -11,636 -54%
CCM
604
Colorado Capital Management
Colorado
$484K -$236K -4,656 -33%
BFS
605
Bickling Financial Services
Massachusetts
$479K -$7.64K -151 -2%
PA
606
PFG Advisors
Arizona
$478K -$6.32K -125 -1%
BCI
607
Brinker Capital Investments
Pennsylvania
$475K
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$473K +$202 +4 +0%
ANTB
609
AMG National Trust Bank
Colorado
$463K -$1.66M -32,845 -78%
CCIA
610
Cherry Creek Investment Advisors
Colorado
$460K +$11.9K +235 +3%
ECM
611
Evergreen Capital Management
Washington
$459K -$108K -2,144 -19%
LCWP
612
Legacy Capital Wealth Partners
Arkansas
$459K +$84.9K +1,678 +23%
KeyBank National Association
613
KeyBank National Association
Ohio
$457K -$25.3K -500 -5%
Creative Planning
614
Creative Planning
Kansas
$456K -$540K -10,670 -54%
AWM
615
Avaii Wealth Management
Wisconsin
$453K +$454K +8,969 New
KSWA
616
Kathleen S. Wright Associates
Pennsylvania
$453K +$454K +8,975 New
BRA
617
Biechele Royce Advisors
Indiana
$450K
RFA
618
Reilly Financial Advisors
California
$449K
IWM
619
IHT Wealth Management
Illinois
$446K -$76.8K -1,519 -15%
RC
620
Rovin Capital
Arizona
$444K -$18.9K -374 -4%
MA
621
MJP Associates
Connecticut
$443K -$27.8K -549 -6%
BWM
622
BCGM Wealth Management
Indiana
$442K +$1.21K +24 +0.3%
MFG
623
Merit Financial Group
Georgia
$434K +$435K +8,604 New
EWM
624
Endowment Wealth Management
Wisconsin
$428K +$429K +8,484 New
IAP
625
Indie Asset Partners
Indiana
$425K -$65.8K -1,300 -13%

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.