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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
GWM
176
Geneos Wealth Management
Colorado
$9.99M -$1.66M -32,878 -14%
CCM
177
Covington Capital Management
California
$9.95M +$668K +13,213 +7%
PA
178
Pinnacle Associates
New York
$9.79M -$169K -3,342 -2%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$9.77M
MIAN
180
Mariner Independent Advisor Network
Kansas
$9.74M +$2.02M +40,019 +26%
HI
181
Harbour Investments
Wisconsin
$9.61M +$2.55M +50,384 +36%
GWS
182
Glassman Wealth Services
Virginia
$9.6M +$86.8K +1,715 +0.9%
CP
183
Corbenic Partners
Pennsylvania
$9.59M +$194K +3,844 +2%
CFGF
184
Compass Financial Group (Florida)
Florida
$9.59M +$28.4K +561 +0.3%
SFA
185
Souders Financial Advisors
Ohio
$9.58M +$1.75M +34,584 +22%
FFG
186
Frisch Financial Group
New York
$9.57M +$904K +17,862 +10%
CTC
187
Central Trust Company
Missouri
$9.46M +$3.69M +72,991 +64%
LWA
188
Lowe Wealth Advisors
Maryland
$9.46M -$185K -3,657 -2%
OC
189
Oppenheimer & Co
New York
$9.39M +$210K +4,159 +2%
ATPW
190
Ashton Thomas Private Wealth
Arizona
$9.13M +$334K +6,607 +4%
Bank of New York Mellon
191
Bank of New York Mellon
New York
$9.12M +$3.86M +76,239 +73%
WB
192
Webster Bank
Connecticut
$9.08M -$534K -10,557 -6%
LAS
193
Lloyd Advisory Services
Georgia
$8.73M -$25.1K -496 -0.3%
OA
194
Oxbow Advisors
Texas
$8.63M +$411K +8,130 +5%
HKIM
195
Hayek Kallen Investment Management
Alabama
$8.6M +$8.62M +170,416 New
PI
196
Pachira Investments
California
$8.52M -$4.56M -90,232 -35%
CWC
197
Carolinas Wealth Consulting
North Carolina
$8.4M +$461K +9,118 +6%
CB
198
Community Bank
New York
$8.38M +$742K +14,665 +10%
TWM
199
Tradition Wealth Management
Minnesota
$8.37M -$527K -10,427 -6%
HIM
200
Harbour Investment Management
Washington
$8.37M -$10.1K -200 -0.1%

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.