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JPMorgan Ultra-Short Income ETF

839 hedge funds and large institutions have $14.2B invested in JPMorgan Ultra-Short Income ETF in 2022 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 361 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 68

23% more funds holding in top 10

Funds holding in top 10: 146180 (+34)

9% more capital invested

Capital invested by funds: $13.1B → $14.2B (+$1.18B)

3.69% more ownership

Funds ownership: 69.4%73.09% (+3.7%)

3% more funds holding

Funds holding: 811839 (+28)

14% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 361

Holders
839
Holders Change
+28
Holders Change %
+3.45%
% of All Funds
14.13%
Holding in Top 10
180
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+23.29%
% of All Funds
3.03%
New
104
Increased
310
Reduced
361
Closed
68
Calls
$3.96M
Puts
Net Calls
+$3.96M
Net Calls Change
+$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
LHWM
226
Lake Hills Wealth Management
Texas
$7.71M +$2.5M +49,770 +48%
HSG
227
Helen Stephens Group
Texas
$7.69M +$144K +2,875 +2%
CPW
228
Crestmont Private Wealth
Texas
$7.6M +$219K +4,367 +3%
NP
229
NorthRock Partners
Minnesota
$7.57M -$1.86M -37,157 -20%
CCG
230
Chatham Capital Group
Georgia
$7.48M -$191K -3,810 -2%
ACM
231
Alpha Capital Management
Texas
$7.44M -$6.72M -134,030 -47%
FEM
232
Fulcrum Equity Management
Texas
$7.4M +$7.41M +147,728 New
AMR
233
Asset Management Resources
Massachusetts
$7.3M +$7.31M +145,681 New
TC
234
TAP Consulting
Missouri
$7.22M +$7.24M +144,214 New
CCM
235
Covington Capital Management
California
$7.18M -$1.01M -20,159 -12%
KPWS
236
Kestra Private Wealth Services
Texas
$7.16M +$3.44M +68,553 +92%
TCM
237
Tradewinds Capital Management
Washington
$7.14M -$1.31M -26,172 -16%
BAM
238
Belpointe Asset Management
Nevada
$7.11M +$6.87M +136,988 +2,812%
NA
239
NewEdge Advisors
Louisiana
$7.05M +$1.36M +27,199 +24%
PSIWM
240
Paradigm Strategies in Wealth Management
Minnesota
$6.97M -$5.4M -107,558 -44%
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$6.82M +$778K +15,517 +13%
SFP
242
Sandbox Financial Partners
Maryland
$6.66M +$225K +4,479 +3%
BFEC
243
Benjamin F. Edwards & Company
Missouri
$6.66M +$5.91M +117,717 +777%
FWM
244
Fortress Wealth Management
California
$6.65M -$2.69M -53,609 -29%
PA
245
Perennial Advisors
New York
$6.64M -$636K -12,670 -9%
DWM
246
Dakota Wealth Management
Florida
$6.57M +$1.77M +35,376 +37%
FNT
247
First National Trust
Pennsylvania
$6.51M +$1.56M +31,124 +31%
FAM
248
Formidable Asset Management
Ohio
$6.5M +$222K +4,425 +4%
PCG
249
Prosperity Consulting Group
Maryland
$6.46M -$42.4K -846 -0.7%
VNA
250
Valley National Advisers
Pennsylvania
$6.45M -$5.97M -118,897 -48%

JPST Hedge Fund Activity: Q2 2022 in Review

839 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2022, worth a combined $14.2B — up 9% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new JPST positions and 68 closed out — a net gain of 36 holders — while 310 added to existing stakes and 361 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $410M. The largest seller was Sun Life Financial, cutting an estimated $417M.

  • 839 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2022, up from 811 in Q1 2022.
  • Funds reported $14.2B of JPMorgan Ultra-Short Income ETF stock for Q2 2022, up 9% quarter-over-quarter.
  • 104 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2022 and 68 closed out, a net change of +36 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2022 was Morgan Stanley, an estimated $410M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2022 was Sun Life Financial, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2022.