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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
CF
626
Copperwynd Financial
Arizona
$417K -$4.05K -80 -1%
CFA
627
Compass Financial Advisors
Indiana
$416K +$417K +8,250 New
CIBC World Market
628
CIBC World Market
Ontario, Canada
$415K
F4L
629
Fortune 45 LLC
Louisiana
$415K +$417K +8,238 New
SLWA
630
San Luis Wealth Advisors
California
$413K +$74.1K +1,464 +22%
Luther King Capital Management (LKCM)
631
Luther King Capital Management (LKCM)
Texas
$404K
OCM
632
Orion Capital Management
California
$401K
CC
633
Callan Capital
California
$400K -$859K -16,973 -68%
CS
634
Credit Suisse
Switzerland
$399K +$400K +7,914 New
WDG
635
Wealth Dimensions Group
Ohio
$398K
PCM
636
Pennsylvania Capital Management
Pennsylvania
$391K -$98.3K -1,944 -20%
HWA
637
Heartwood Wealth Advisors
Virginia
$390K -$20K -395 -5%
RFC
638
Regions Financial Corp
Alabama
$384K +$67K +1,325 +21%
CCA
639
Column Capital Advisors
Indiana
$379K -$3.89M -76,950 -91%
SFS
640
Security Financial Services
Indiana
$379K +$379K +7,499 New
WA
641
Waddell & Associates
Tennessee
$379K +$380K +7,505 New
SAM
642
Secure Asset Management
Michigan
$372K -$202K -3,993 -35%
SWMP
643
Signature Wealth Management Partners
New Jersey
$372K -$35.4K -700 -9%
RMAM
644
Raab & Moskowitz Asset Management
New Jersey
$366K -$10.1K -200 -3%
SCM
645
Sterneck Capital Management
Missouri
$361K -$35.7K -706 -9%
FHA
646
Flagship Harbor Advisors
Massachusetts
$358K -$7.89K -156 -2%
OWP
647
Obermeyer Wealth Partners
Colorado
$355K +$356K +7,031 New
BWM
648
Birchcreek Wealth Management
Ohio
$353K +$45.9K +908 +15%
CRWM
649
Castle Rock Wealth Management
California
$352K -$34.3K -679 -9%
BI
650
Bramshill Investments
Florida
$351K -$860 -17 -0.2%

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.