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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
KPWS
326
Kestra Private Wealth Services
Texas
$3.74M +$1.78M +35,296 +90%
Lido Advisors
327
Lido Advisors
California
$3.73M -$34K -676 -0.9%
OPA
328
Old Port Advisors
Maine
$3.71M -$35.1K -697 -0.9%
IIA
329
Integral Investment Advisors
California
$3.71M -$1.15M -22,822 -24%
TW
330
Transform Wealth
Colorado
$3.68M -$16.9M -334,625 -82%
APW
331
Acima Private Wealth
Virginia
$3.61M -$328K -6,513 -8%
HFS
332
Howard Financial Services
Texas
$3.6M -$11.9M -235,978 -77%
PI
333
Parkside Investments
Illinois
$3.59M -$101K -2,000 -3%
MTWM
334
Masso Torrence Wealth Management
New Jersey
$3.52M -$445K -8,825 -11%
JWA
335
JFS Wealth Advisors
Pennsylvania
$3.51M +$7.3K +145 +0.2%
NCM
336
Northwest Capital Management
Oregon
$3.45M -$2.62M -51,980 -43%
BAAM
337
Baker Avenue Asset Management
California
$3.38M -$288K -5,715 -8%
TCM
338
Triumph Capital Management
Colorado
$3.37M -$1.99M -39,578 -37%
AF
339
Advisornet Financial
Minnesota
$3.35M +$2.08M +41,300 +162%
LSPW
340
Lake Street Private Wealth
Illinois
$3.35M +$327K +6,491 +11%
SWM
341
Silverlake Wealth Management
Vermont
$3.34M +$193K +3,841 +6%
PCWA
342
Pacific Capital Wealth Advisors
California
$3.33M -$2.7M -53,573 -45%
TSS
343
Two Sigma Securities
New York
$3.32M +$1.5M +29,834 +82%
SC
344
Saiph Capital
New Jersey
$3.29M +$62.1K +1,233 +2%
TIA
345
Tiemann Investment Advisors
California
$3.28M +$104K +2,072 +3%
FCFC
346
First Citizens Financial Corp
Iowa
$3.27M -$2.45M -48,651 -43%
BOH
347
Bank of Hawaii
Hawaii
$3.26M +$296K +5,875 +10%
WA
348
Winfield Associates
Ohio
$3.26M +$564K +11,200 +21%
UWM
349
USAdvisors Wealth Management
Minnesota
$3.25M -$28.1K -557 -0.9%
Citigroup
350
Citigroup
New York
$3.22M -$636K -12,624 -16%

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.