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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
M1FG
726
Mach-1 Financial Group
Arkansas
$153K -$401K -7,932 -72%
HNB
727
Huntington National Bank
Ohio
$135K
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$134K -$1.41M -27,847 -91%
AWM
729
AllSquare Wealth Management
New York
$127K -$45.5K -900 -26%
AWM
730
Atticus Wealth Management
Florida
$126K
CA
731
Clearstead Advisors
Ohio
$117K +$117K +2,310 New
AWM
732
Avior Wealth Management
Nebraska
$115K +$10.4K +205 +10%
WWM
733
Wolff Wiese Magana
California
$108K +$152 +3 +0.1%
Toronto Dominion Bank
734
Toronto Dominion Bank
Ontario, Canada
$106K
AWM
735
Accel Wealth Management
Iowa
$100K -$6.02K -119 -6%
FPB
736
First PREMIER Bank
South Dakota
$99K
GI
737
Gradient Investments
Minnesota
$99K
LFG
738
Larson Financial Group
Missouri
$97K +$95.5K +1,887 +5,550%
CP
739
Castleview Partners
Texas
$96.6K +$247M +4,876,713 New
CI
740
CAZ Investments
Texas
$85K -$4.26M -84,285 -98%
BWL
741
Bogart Wealth LLC
Virginia
$83K
SWM
742
Sugarloaf Wealth Management
Georgia
$80K +$80K +1,581 New
EBA
743
Eagle Bay Advisors
New York
$77K -$12K -238 -13%
TFS
744
TrustCore Financial Services
Tennessee
$70K -$75.9K -1,500 -52%
CWA
745
Clearview Wealth Advisors
Oregon
$70K +$25.3K +500 +57%
National Bank of Canada
746
National Bank of Canada
Quebec, Canada
$68K +$68.4K +1,352 New
GSWM
747
Golden State Wealth Management
California
$66K +$65.7K +1,299 New
SIS
748
Sound Income Strategies
Florida
$60K -$10.8K -213 -15%
BWM
749
BerganKDV Wealth Management
Minnesota
$56K -$123K -2,440 -69%
CC
750
Commons Capital
Massachusetts
$51K +$50.8K +1,005 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.