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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
HFM
251
Hartford Financial Management
Connecticut
$6.44M +$2.04M +40,703 +46%
CI
252
CX Institutional
Indiana
$6.34M +$2.18M +43,380 +52%
CPO
253
Cerity Partners OCIO
New York
$6.32M +$6.33M +126,171 New
JWCA
254
J.W. Cole Advisors
Florida
$6.17M +$258K +5,146 +4%
ACA
255
Aspire Capital Advisors
Washington
$6.17M -$379K -7,547 -6%
RFWA
256
RPg Family Wealth Advisory
Massachusetts
$6.16M +$59.4K +1,184 +1%
LWM
257
Lionsbridge Wealth Management
Florida
$6.13M +$6.14M +122,426 New
JFA
258
JNBA Financial Advisors
Minnesota
$6.12M +$69.5K +1,385 +1%
WOSD
259
WFA of San Diego
California
$6.1M -$637K -12,700 -9%
CAC
260
Certified Advisory Corp
Florida
$6.08M +$356K +7,092 +6%
SPC
261
Sigma Planning Corp
Michigan
$5.99M -$354K -7,057 -6%
VIA
262
Vident Investment Advisory
Georgia
$5.98M +$5.99M +119,462 New
LWMG
263
Levy Wealth Management Group
Pennsylvania
$5.98M +$3.11K +62 +0.1%
BL
264
BFSG LLC
California
$5.96M +$164K +3,274 +3%
BAAM
265
Baker Avenue Asset Management
California
$5.93M +$2.56M +51,068 +76%
CF
266
Concorde Financial
Texas
$5.9M -$1.05M -20,895 -15%
WCM
267
Windsor Capital Management
Arizona
$5.82M +$426K +8,483 +8%
AMM
268
American Money Management
California
$5.8M +$590K +11,764 +11%
IHWM
269
Iron Horse Wealth Management
Iowa
$5.78M +$239K +4,755 +4%
AC
270
Avestar Capital
New York
$5.77M -$652K -12,996 -10%
JWCA
271
J.W. Coons Advisors
Ohio
$5.68M +$1.42M +28,320 +33%
RHP
272
Royal Harbor Partners
Texas
$5.67M -$2.01M -40,103 -26%
RWA
273
Rainsberger Wealth Advisors
Colorado
$5.64M +$24.4K +486 +0.4%
BC
274
Bartlett & Co
Ohio
$5.59M -$449K -8,944 -7%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$5.59M -$449K -8,944 -7%

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.