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JPMorgan Ultra-Short Income ETF

811 hedge funds and large institutions have $13.1B invested in JPMorgan Ultra-Short Income ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 355 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 64

11% more capital invested

Capital invested by funds: $11.8B → $13.1B (+$1.28B)

4.33% more ownership

Funds ownership: 65.07%69.4% (+4.3%)

4% more funds holding

Funds holding: 783811 (+28)

2% more funds holding in top 10

Funds holding in top 10: 143146 (+3)

16% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 355

Holders
811
Holders Change
+28
Holders Change %
+3.58%
% of All Funds
12.79%
Holding in Top 10
146
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.1%
% of All Funds
2.3%
New
102
Increased
297
Reduced
355
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
226
Harbour Investment Management
Washington
$7.08M -$1.26M -24,950 -15%
ACP
227
Arcus Capital Partners
Georgia
$7.06M -$497K -9,874 -7%
SA
228
Stewardship Advisors
Pennsylvania
$7.04M -$3.61M -71,752 -34%
CF
229
Concorde Financial
Texas
$6.97M -$300K -5,964 -4%
CCM
230
Condor Capital Management
New Jersey
$6.9M -$416K -8,253 -6%
AWS
231
Atria Wealth Solutions
New York
$6.87M +$6.89M +136,722 New
LB
232
Leo Brokerage
Texas
$6.78M +$6.79M +134,851 New
WOSD
233
WFA of San Diego
California
$6.76M -$631K -12,534 -9%
HWM
234
Howard Wealth Management
Connecticut
$6.66M +$516K +10,252 +8%
AWE
235
Avidian Wealth Enterprises
Texas
$6.63M -$141K -2,807 -2%
CWC
236
Carolinas Wealth Consulting
North Carolina
$6.61M -$1.76M -34,898 -21%
ACA
237
Aspire Capital Advisors
Washington
$6.57M +$855K +16,967 +15%
PCG
238
Prosperity Consulting Group
Maryland
$6.53M +$204K +4,044 +3%
SFP
239
Sandbox Financial Partners
Maryland
$6.46M +$2.3M +45,638 +55%
AC
240
Avestar Capital
New York
$6.45M -$1.68M -33,337 -21%
SPC
241
Sigma Planning Corp
Michigan
$6.36M +$732K +14,534 +13%
FAM
242
Formidable Asset Management
Ohio
$6.31M +$38.3K +760 +0.6%
AI
243
Atria Investments
North Carolina
$6.31M +$3.68M +73,096 +140%
NCM
244
Noesis Capital Mangement
Florida
$6.24M -$704K -13,970 -10%
RFWA
245
RPg Family Wealth Advisory
Massachusetts
$6.12M +$510K +10,128 +9%
JFA
246
JNBA Financial Advisors
Minnesota
$6.07M +$1.2M +23,768 +24%
BCWM
247
Bartlett & Co Wealth Management
Ohio
$6.06M -$1.3M -25,776 -18%
BC
248
Bartlett & Co
Ohio
$6.06M -$1.3M -25,776 -18%
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$6.06M +$3.95M +78,478 +186%
FP
250
Financial Perspectives
Minnesota
$6.06M +$1.02M +20,209 +20%

JPST Hedge Fund Activity: Q1 2022 in Review

811 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2022, worth a combined $13.1B — up 11% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new JPST positions and 64 closed out — a net gain of 38 holders — while 297 added to existing stakes and 355 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $413M. The largest seller was Castleview Partners, cutting an estimated $241M.

  • 811 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2022, up from 783 in Q4 2021.
  • Funds reported $13.1B of JPMorgan Ultra-Short Income ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 102 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2022 and 64 closed out, a net change of +38 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2022 was Avantax Advisory Services, an estimated $413M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2022 was Castleview Partners, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2022.