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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
LWMG
251
Levy Wealth Management Group
Pennsylvania
$6M +$89.8K +1,783 +2%
JWCA
252
J.W. Cole Advisors
Florida
$5.93M -$294K -5,844 -5%
MA
253
Mutual Advisors
Nebraska
$5.88M +$219K +4,349 +4%
BL
254
BFSG LLC
California
$5.82M -$368K -7,312 -6%
CAC
255
Certified Advisory Corp
Florida
$5.74M +$3.96M +78,686 +221%
NA
256
NewEdge Advisors
Louisiana
$5.71M +$1.22M +24,156 +27%
GWM
257
Greenwich Wealth Management
Connecticut
$5.68M +$2.74M +54,454 +93%
RWA
258
Rainsberger Wealth Advisors
Colorado
$5.64M +$329K +6,525 +6%
SIG
259
Sargent Investment Group
Maryland
$5.64M -$135K -2,685 -2%
BMWM
260
Brown Miller Wealth Management
Virginia
$5.62M +$2.6M +51,572 +86%
LAS
261
Lloyd Advisory Services
Georgia
$5.58M -$3.11M -61,807 -36%
SAM
262
SP Asset Management
California
$5.58M +$604 +12 +0%
IHWM
263
Iron Horse Wealth Management
Iowa
$5.57M +$344K +6,838 +7%
AHC
264
Anderson Hoagland & Co
Missouri
$5.51M -$26.1K -518 -0.5%
SFWC
265
Strategic Family Wealth Counselors
New Jersey
$5.5M +$516K +10,236 +10%
LA
266
Latitude Advisors
Florida
$5.42M +$4.34M +86,134 +398%
WCM
267
Windsor Capital Management
Arizona
$5.41M -$595K -11,810 -10%
CM
268
Capital Management
Virginia
$5.39M +$951K +18,878 +21%
NW
269
NewEdge Wealth
Pennsylvania
$5.31M +$5.32M +105,602 New
OPS
270
Orion Portfolio Solutions
Nebraska
$5.3M +$188K +3,739 +4%
BBA
271
BLB&B Advisors
Pennsylvania
$5.26M -$1.73M -34,426 -25%
LHWM
272
Lake Hills Wealth Management
Texas
$5.24M +$5.25M +104,206 New
AMM
273
American Money Management
California
$5.24M -$325K -6,447 -6%
BPA
274
Beacon Pointe Advisors
California
$5.21M +$993K +19,713 +23%
VFPI
275
Vantage Financial Partners (Illinois)
Illinois
$5.15M -$1.08M -21,520 -17%

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.