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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
USCWA
801
U.S. Capital Wealth Advisors
Texas
-$427K -8,413 Closed
B
802
Bailard
California
-$420K -8,280 Closed
BHWA
803
Beacon Harbor Wealth Advisors
Virginia
-$409K -8,060 Closed
PWM
804
Purus Wealth Management
California
-$399K -7,869 Closed
CB
805
Commerce Bank
Missouri
-$398K -7,855 Closed
WDC
806
Woodward Diversified Capital
California
-$396K -7,810 Closed
TWP
807
Tower Wealth Partners
Pennsylvania
-$382K -7,525 Closed
IWA
808
IBEX Wealth Advisors
New Jersey
-$377K -7,436 Closed
AWA
809
Arkadios Wealth Advisors
Georgia
-$336K -6,629 Closed
CWA
810
Canvas Wealth Advisors
Kansas
-$279K -5,500 Closed
DWM
811
Darwin Wealth Management
Florida
-$278K -5,479 Closed
MAG
812
Mayfair Advisory Group
Alabama
-$275K -5,422 Closed
NB
813
Northwest Bancshares
Pennsylvania
-$254K -5,000 Closed
DFA
814
DHJJ Financial Advisors
Illinois
-$251K -4,950 Closed
CBFP
815
Cedar Brook Financial Partners
Ohio
-$247K -4,865 Closed
VAS
816
Vestmark Advisory Solutions
Massachusetts
-$245K -4,826 Closed
OFS
817
OneAscent Financial Services
Alabama
-$231K -4,553 Closed
OWM
818
OneAscent Wealth Management
Alabama
-$226K -4,455 Closed
FIA
819
Foundations Investment Advisors
Arizona
-$209K -4,130 Closed
HCM
820
Hall Capital Management
Rhode Island
-$207K -4,080 Closed
SAM
821
Silvercrest Asset Management
New York
-$203K -4,000 Closed
GHAM
822
Gilman Hill Asset Management
Connecticut
-$200K -3,950 Closed
PWM
823
Palumbo Wealth Management
New York
-$200K -3,935 Closed
DTIM
824
Danda Trouve Investment Management
Kansas
-$183K -3,614 Closed
BAM
825
Barrett Asset Management
New York
-$145K -2,860 Closed

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.