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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
AFM
651
Andesa Financial Management
Pennsylvania
$348K
EWM
652
EPG Wealth Management
Georgia
$348K +$354 +7 +0.1%
WMP
653
Wealth Management Partners
Arizona
$342K -$109K -2,156 -24%
LF
654
Lee Financial
Texas
$339K +$25.3K +500 +8%
BG
655
Benedetti & Gucer
Georgia
$338K -$61.1K -1,208 -15%
PFA
656
Plotkin Financial Advisors
Maryland
$333K +$334K +6,596 New
APW
657
Aurora Private Wealth
New Jersey
$324K -$4.2K -83 -1%
CGH
658
Crossmark Global Holdings
Texas
$323K +$323K +6,395 New
TIM
659
Total Investment Management
Arizona
$319K +$100K +1,976 +46%
SIG
660
Spinnaker Investment Group
California
$317K +$318K +6,280 New
PFGIA
661
Patriot Financial Group Insurance Agency
Massachusetts
$316K +$29.6K +586 +10%
IWC
662
Integrated Wealth Concepts
Massachusetts
$313K -$206K -4,080 -40%
KCM
663
Karp Capital Management
California
$309K +$4.05K +80 +1%
CWM
664
Curi Wealth Management
North Carolina
$309K +$16.8K +333 +6%
CCA
665
Childress Capital Advisors
Texas
$308K
NFSG
666
Newbridge Financial Services Group
Florida
$306K +$11.5K +227 +4%
PA
667
Procyon Advisors
Connecticut
$305K -$5.11M -101,010 -94%
BF
668
BOK Financial
Oklahoma
$305K -$774K -15,308 -72%
AWM
669
Avondale Wealth Management
Texas
$303K
BFIM
670
Beese Fulmer Investment Management
Ohio
$303K
BFWA
671
Benchmark Financial Wealth Advisors
Florida
$300K -$6.95M -137,452 -96%
FFS
672
Founders Financial Securities
Maryland
$300K -$586K -11,586 -66%
OFG
673
Oxford Financial Group
Indiana
$297K +$607 +12 +0.2%
PFS
674
Prospera Financial Services
Texas
$297K +$77.8K +1,539 +35%
PWMG
675
Provence Wealth Management Group
California
$293K +$293K +5,796 New

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.