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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
PPWM
301
Paragon Private Wealth Management
Kentucky
$4.65M +$4.82K +96 +0.1%
Citadel Advisors
302
Citadel Advisors
Florida
$4.54M +$13.3K +265 +0.3%
OC
303
Oppenheimer & Co
New York
$4.46M +$99K +1,974 +2%
NWA
304
Navis Wealth Advisors
New York
$4.43M
VFPI
305
Vantage Financial Partners (Illinois)
Illinois
$4.4M -$731K -14,570 -14%
BMA
306
Brooks Moore & Associates
Tennessee
$4.4M -$429K -8,550 -9%
PWM
307
Pinnacle Wealth Management
California
$4.38M -$3.28M -65,444 -43%
MSFS
308
Main Street Financial Solutions
Pennsylvania
$4.33M -$104K -2,071 -2%
MA
309
Modus Advisors
Minnesota
$4.32M -$84.8K -1,690 -2%
ICM
310
IMS Capital Management
Oregon
$4.29M -$268K -5,348 -6%
MA
311
MBA Advisors
Pennsylvania
$4.24M +$1.09M +21,779 +35%
Lido Advisors
312
Lido Advisors
California
$4.23M +$508K +10,120 +14%
DI
313
DFPG Investments
Utah
$4.22M +$1.66M +33,026 +64%
NL
314
NVWM LLC
Pennsylvania
$4.21M +$63.8K +1,271 +2%
CAG
315
Csenge Advisory Group
Florida
$4.21M +$1.78M +35,474 +73%
HCM
316
Hollencrest Capital Management
California
$4.19M
NCM
317
Novare Capital Management
North Carolina
$4.14M -$880K -17,546 -18%
Citigroup
318
Citigroup
New York
$4.13M +$924K +18,408 +29%
CPIG
319
Chicago Partners Investment Group
Illinois
$4.12M -$530K -10,573 -11%
NFP
320
Narus Financial Partners
Utah
$4.04M +$1.6M +31,867 +65%
DCM
321
Donaldson Capital Management
Indiana
$4M +$143K +2,849 +4%
TIA
322
Tiemann Investment Advisors
California
$3.98M +$708K +14,118 +22%
CG
323
CFO4Life Group
Texas
$3.96M -$58.1K -1,158 -1%
VCM
324
Virtue Capital Management
Tennessee
$3.95M +$1.15M +22,895 +41%
SFWC
325
Strategic Family Wealth Counselors
New Jersey
$3.94M -$1.55M -30,849 -28%

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.