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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
HFS
276
Heritage Financial Services
Massachusetts
$5.14M -$157K -3,108 -3%
TLFA
277
True Link Financial Advisors
California
$5.06M +$2.98M +59,260 +143%
NCM
278
Novare Capital Management
North Carolina
$5.04M -$1.63M -32,430 -24%
FAG
279
Financial Advisory Group
Texas
$4.98M +$10.4K +206 +0.2%
FNT
280
First National Trust
Pennsylvania
$4.97M -$289K -5,731 -5%
FFC
281
Fure Financial Corporation
Minnesota
$4.95M +$4.95M +98,282 +99,275%
IWN
282
Independent Wealth Network
Iowa
$4.94M +$3.63M +71,981 +274%
BMA
283
Brooks Moore & Associates
Tennessee
$4.84M -$171K -3,400 -3%
DWM
284
Dakota Wealth Management
Florida
$4.81M +$436K +8,660 +10%
GVAG
285
Great Valley Advisor Group
Delaware
$4.79M +$2.78M +55,115 +138%
IA
286
IFG Advisory
Georgia
$4.76M -$1.07M -21,255 -18%
FF
287
Financial Futures
New Jersey
$4.74M -$1.21M -23,997 -20%
CI
288
Ceera Investments
Texas
$4.67M -$602K -11,960 -11%
CPIG
289
Chicago Partners Investment Group
Illinois
$4.66M -$2.55M -50,620 -35%
PPWM
290
Paragon Private Wealth Management
Kentucky
$4.65M +$97.4K +1,933 +2%
CP
291
Castleview Partners
Texas
$4.63M -$241M -4,784,648 -98%
CAWM
292
Capital Advisors Wealth Management
Washington
$4.59M +$4.6M +91,283 New
ICM
293
IMS Capital Management
Oregon
$4.57M +$506K +10,049 +12%
GC
294
Gratus Capital
Georgia
$4.57M -$3.15M -62,611 -41%
MWM
295
Mission Wealth Management
California
$4.55M +$1.06M +21,125 +30%
Citadel Advisors
296
Citadel Advisors
Florida
$4.54M -$2.94M -58,353 -39%
CB
297
Community Bank
New York
$4.48M -$3.88M -77,000 -46%
BFA
298
Beacon Financial Advisory
Ohio
$4.47M +$195K +3,864 +5%
NWA
299
Navis Wealth Advisors
New York
$4.45M
MSFS
300
Main Street Financial Solutions
Pennsylvania
$4.45M -$684K -13,581 -13%

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.