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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
RF
676
Resolute Financial
Massachusetts
$290K +$290K +5,739 New
CWA
677
Clarity Wealth Advisors
California
$289K -$36.4K -720 -11%
GT
678
Glenview Trust
Kentucky
$289K
OPOWM
679
One Plus One Wealth Management
Florida
$289K +$290K +5,726 New
AOG
680
Alpha Omega Group
Virginia
$286K -$196K -3,879 -41%
CA
681
Calton & Associates
Florida
$284K -$8.24K -163 -3%
PG
682
Patten Group
Tennessee
$280K +$66.5K +1,314 +31%
CWM
683
Cordatus Wealth Management
Pennsylvania
$278K +$278K +5,500 New
RPGK
684
Retirement Planning Group (Kansas)
Kansas
$275K -$29.1K -575 -10%
RA
685
Riverstone Advisors
Texas
$275K -$25.5K -504 -8%
ESB
686
Essex Savings Bank
Connecticut
$273K +$273K +5,399 New
CCFM
687
Clear Creek Financial Management
Washington
$271K -$16.6K -328 -6%
WWM
688
Windsor Wealth Management
Indiana
$271K +$556 +11 +0.2%
RCA
689
Resonant Capital Advisors
Wisconsin
$270K +$271K +5,353 New
SW
690
SteelPeak Wealth
California
$269K -$7.54K -149 -3%
CFGS
691
Concourse Financial Group Securities
Alabama
$268K -$251K -4,971 -48%
RPSA
692
Richard P. Slaughter Associates
Texas
$267K +$268K +5,302 New
AG
693
Ascent Group
Virginia
$264K +$264K +5,225 New
ZCM
694
Ziegler Capital Management
Illinois
$262K
DE
695
Day & Ennis
Georgia
$261K -$175K -3,460 -40%
ACM
696
AlphaStar Capital Management
North Carolina
$259K -$45K -889 -15%
QAM
697
Q3 Asset Management
Michigan
$257K -$69.5K -1,374 -21%
BCA
698
Bay Colony Advisors
Massachusetts
$254K -$41.9K -829 -14%
FPCP
699
Fort Point Capital Partners
California
$253K +$101 +2 +0%
EAM
700
Evanson Asset Management
California
$253K +$253K +5,011 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.