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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
DAS
76
Dynamic Advisor Solutions
Arizona
$26.5M +$527K +10,409 +2%
OCM
77
One Capital Management
California
$26.4M +$711K +14,051 +3%
WSFS
78
Wilmington Savings Fund Society
Delaware
$26M +$1.02M +20,142 +4%
FCIM
79
Fairview Capital Investment Management
California
$26M -$464K -9,177 -2%
HIP
80
HUB Investment Partners
Texas
$25.7M +$25M +494,952 +3,430%
MSA
81
Mason Street Advisors
Wisconsin
$24.9M
EK
82
Evensky & Katz
Florida
$24.7M +$366K +7,226 +2%
RCM
83
Requisite Capital Management
Texas
$24.6M +$2.93M +57,844 +13%
CA
84
Cornerstone Advisory
Maryland
$24.6M -$3.03M -59,909 -11%
DWM
85
Destination Wealth Management
California
$24.4M +$1.98M +39,153 +9%
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$23.5M +$3.14M +62,089 +15%
MA
87
Montag & Associates
Georgia
$23.4M +$2.13M +42,068 +10%
PWA
88
Peterson Wealth Advisors
Utah
$23M +$771K +15,234 +3%
Members Trust
89
Members Trust
Florida
$22.7M +$3.99M +78,823 +21%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$22.7M +$842K +16,654 +4%
WIC
91
Woodmont Investment Counsel
Tennessee
$22.3M -$139K -2,744 -0.6%
GG
92
Greenwood Gearhart
Arkansas
$21.8M +$287K +5,683 +1%
FWM
93
Foresight Wealth Management
Utah
$21.7M +$7.88M +155,698 +57%
PAG
94
Private Advisor Group
New Jersey
$21.6M +$7.48M +147,785 +53%
BA
95
Bridgewater Advisors
New York
$21.2M +$1.48M +29,175 +7%
CCA
96
Cobblestone Capital Advisors
New York
$21M +$4.47M +88,342 +27%
PIA
97
Pinion Investment Advisors
Kansas
$21M +$3.77M +74,610 +22%
LPT
98
Legacy Private Trust
Wisconsin
$20.6M +$1.83M +36,268 +10%
TW
99
Transform Wealth
Colorado
$20.6M +$12.4M +245,926 +152%
MWM
100
Mascoma Wealth Management
New Hampshire
$20.5M -$466K -9,221 -2%

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.