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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
KP
201
Keel Point
Alabama
$8.28M +$50K +989 +0.6%
CWA
202
Choice Wealth Advisors
Maine
$8.28M +$983K +19,424 +13%
TIAM2
203
Tru Independence Asset Management 2
Oregon
$8.18M -$595K -11,760 -7%
AC
204
Avestar Capital
New York
$8.16M +$379K +7,491 +5%
CI
205
CX Institutional
Indiana
$8.15M -$511K -10,102 -6%
KAS
206
Kestra Advisory Services
Texas
$8.03M -$630K -12,460 -7%
FM
207
Family Management
New York
$7.77M -$4.25M -84,099 -35%
GC
208
Gratus Capital
Georgia
$7.75M -$5.16M -101,974 -40%
IA
209
IFP Advisors
Florida
$7.69M -$274K -5,416 -3%
SSB
210
Sandy Spring Bank
Maryland
$7.65M +$1.2M +23,739 +19%
CPWA
211
Cerro Pacific Wealth Advisors
California
$7.62M +$277K +5,471 +4%
ACP
212
Arcus Capital Partners
Georgia
$7.58M -$16.4M -323,575 -68%
CCG
213
Chatham Capital Group
Georgia
$7.54M -$196K -3,865 -3%
WT
214
Whittier Trust
California
$7.54M +$5.23M +103,436 +225%
Citadel Advisors
215
Citadel Advisors
Florida
$7.5M -$690K -13,644 -8%
WOSD
216
WFA of San Diego
California
$7.42M -$302K -5,962 -4%
BC
217
Bartlett & Co
Ohio
$7.39M +$490K +9,691 +7%
BCWM
218
Bartlett & Co Wealth Management
Ohio
$7.39M +$490K +9,691 +7%
CCM
219
Condor Capital Management
New Jersey
$7.34M -$4.61M -91,074 -39%
CPW
220
Crestmont Private Wealth
Texas
$7.31M +$7.33M +144,816 New
CF
221
Concorde Financial
Texas
$7.3M +$7.32M +144,707 New
RHP
222
Royal Harbor Partners
Texas
$7.26M +$471K +9,315 +7%
PA
223
Perennial Advisors
New York
$7.24M +$227K +4,480 +3%
CPIG
224
Chicago Partners Investment Group
Illinois
$7.22M -$2.86M -56,551 -28%
AR
225
Apeiron RIA
Texas
$7.21M +$7.22M +142,742 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.