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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
PMFA
751
Plante Moran Financial Advisors
Michigan
$50K +$48.1K +950 +1,900%
HDIM
752
Hanson & Doremus Investment Management
Vermont
$50K +$50.6K +1,000 New
NSIM
753
North Star Investment Management
Illinois
$48K -$96.8K -1,914 -67%
SAM
754
Strategic Asset Management
Minnesota
$47K -$617K -12,200 -93%
SWA
755
SOA Wealth Advisors
New York
$47K
SFA
756
Semmax Financial Advisors
North Carolina
$45K
SFM
757
Signet Financial Management
New Jersey
$43K -$214K -4,235 -83%
LWM
758
Liberty Wealth Management
California
$41K -$46.4K -918 -53%
OC
759
Oakworth Capital
Alabama
$39K
MAM
760
Meeder Asset Management
Ohio
$30K -$76.8K -1,519 -72%
DHGWA
761
Dixon Hughes Goodman Wealth Advisors
North Carolina
$30K +$29.8K +590 New
CWS
762
Confluence Wealth Services
Pennsylvania
$29K +$29.9K +592 New
GTAM
763
Global Trust Asset Management
Florida
$27K
RG
764
Retirement Group
California
$26K -$3.29K -65 -11%
SQA
765
Simon Quick Advisors
New Jersey
$22K +$10.1K +200 +83%
Bessemer Group
766
Bessemer Group
New Jersey
$22K +$22.2K +439 New
ACM
767
Antonetti Capital Management
Florida
$20K
CFCI
768
Comprehensive Financial Consultants Institutional
Indiana
$20K +$20.6K +407 New
UFF
769
USA Financial Formulas
Michigan
$15K +$15.4K +305 New
EAM
770
Eukles Asset Management
Ohio
$14K
C
771
Covestor
United Kingdom
$11K +$10.5K +208 New
SCA
772
Stonebridge Capital Advisors
Minnesota
$10K -$20.7K -410 -66%
PNC Financial Services Group
773
PNC Financial Services Group
Pennsylvania
$10K +$405 +8 +4%
AssetMark Inc
774
AssetMark Inc
California
$7K -$5.7M -112,676 -100%
FFC
775
Fure Financial Corporation
Minnesota
$4K +$5.01K +99 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.