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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
AC
51
Abbrea Capital
California
$38.7M -$4.13M -81,622 -10%
CWM
52
Congress Wealth Management
Massachusetts
$38.6M +$38.7M +764,991 New
PWAC
53
Private Wealth Advisors (California)
California
$38.4M -$846K -16,734 -2%
TNBTD
54
Trustmark National Bank Trust Department
Mississippi
$37.6M +$360K +7,108 +1%
NA
55
Nottingham Advisors
New York
$36.9M -$5.59M -110,595 -13%
BO
56
BRR OpCo
Ohio
$36.6M -$3.16M -62,497 -8%
QCG
57
Quadrant Capital Group
Ohio
$36.5M +$1.74M +34,349 +5%
6M
58
6 Meridian
Kansas
$36.4M +$3.74M +73,872 +11%
SWM
59
Spire Wealth Management
Virginia
$35.5M +$32.7M +647,124 +1,136%
Stifel Financial
60
Stifel Financial
Missouri
$33.5M -$363K -7,183 -1%
ACG
61
Allen Capital Group
Nebraska
$33.4M -$1.13M -22,421 -3%
AA
62
Acorns Advisers
California
$33.3M +$58.4K +1,155 +0.2%
SSWM
63
Smith Salley Wealth Management
North Carolina
$33M +$256K +5,069 +0.8%
AWA
64
Amplius Wealth Advisors
Pennsylvania
$32.9M +$33M +651,685 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$32.7M +$2.56M +50,573 +8%
AP
66
Appleton Partners
Massachusetts
$32M -$967K -19,114 -3%
SIA
67
Soltis Investment Advisors
Utah
$31.9M +$2.38M +47,110 +8%
CCWA
68
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.6M -$922K -18,220 -3%
AF
69
Allworth Financial
California
$31.4M -$3.52M -69,526 -10%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$30.9M -$515K -10,187 -2%
SF
71
Synovus Financial
Georgia
$30.1M +$2.41M +47,726 +9%
FFWA
72
FRG Family Wealth Advisors
Washington
$29.8M -$2.11M -41,682 -7%
CA
73
Cetera Advisors
Colorado
$27.9M -$751K -14,840 -3%
CAN
74
Cetera Advisor Networks
California
$27.7M -$3.46M -68,468 -11%
KFP
75
KB Financial Partners
New Jersey
$26.8M +$3.56M +70,433 +15%

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.