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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
TW
326
Transform Wealth
Colorado
$3.93M +$264K +5,267 +7%
BFA
327
Beacon Financial Advisory
Ohio
$3.8M -$659K -13,126 -15%
FAG
328
Financial Advisory Group
Texas
$3.78M -$1.18M -23,512 -24%
RPSA
329
Richard P. Slaughter Associates
Texas
$3.75M +$3.39M +67,652 +926%
CWA
330
Centennial Wealth Advisory
Michigan
$3.75M +$2.01K +40 +0.1%
WCFA
331
Walkner Condon Financial Advisors
Wisconsin
$3.73M -$12.8K -256 -0.3%
OPWM
332
Oxinas Partners Wealth Management
Indiana
$3.67M +$3.67M +73,187 New
SWM
333
Silverlake Wealth Management
Vermont
$3.64M +$319K +6,352 +10%
AWM
334
Aries Wealth Management
Maine
$3.64M +$3.65M +72,690 New
ACP
335
Arcus Capital Partners
Georgia
$3.62M -$3.42M -68,152 -49%
AIM
336
Anchor Investment Management
South Carolina
$3.62M +$3.62M +72,175 New
OPA
337
Old Port Advisors
Maine
$3.59M -$104K -2,075 -3%
JWA
338
JFS Wealth Advisors
Pennsylvania
$3.51M +$17.5K +349 +0.5%
TWM
339
TriaGen Wealth Management
California
$3.5M +$2.5M +49,882 +248%
TCM
340
Triumph Capital Management
Colorado
$3.5M +$143K +2,854 +4%
AF
341
Advisornet Financial
Minnesota
$3.5M +$154K +3,070 +5%
BPA
342
Beacon Pointe Advisors
California
$3.46M -$1.73M -34,453 -33%
GC
343
Gratus Capital
Georgia
$3.43M -$1.12M -22,381 -25%
GA
344
GoalVest Advisory
New York
$3.41M +$328K +6,533 +11%
IDA
345
Intelligence Driven Advisers
California
$3.4M +$910K +18,145 +36%
ES
346
Eagle Strategies
New York
$3.38M +$1.88M +37,559 +125%
RRA
347
Round Rock Advisors
Connecticut
$3.34M +$842K +16,779 +34%
GL
348
Graypoint LLC
New York
$3.31M -$1.04M -20,679 -24%
SAM
349
SP Asset Management
California
$3.31M -$2.25M -44,934 -40%
CA
350
Continuum Advisory
Idaho
$3.3M +$899K +17,912 +37%

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.