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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
AA
351
Auxano Advisors
Washington
$3.19M -$12.3K -245 -0.4%
PCIA
352
Prime Capital Investment Advisors
Kansas
$3.18M -$1.73M -34,425 -35%
DADC
353
D.A. Davidson & Co
Montana
$3.17M -$127K -2,531 -4%
AP
354
Americana Partners
Texas
$3.16M +$88.1K +1,749 +3%
MA
355
MBA Advisors
Pennsylvania
$3.16M +$784K +15,556 +33%
ASN
356
Advisory Services Network
Georgia
$3.11M -$370K -7,342 -11%
LWP
357
Laurel Wealth Planning
Minnesota
$3.1M -$1.6M -31,755 -34%
GA
358
GoalVest Advisory
New York
$3.1M +$3.1M +61,582 New
EFS
359
Essex Financial Services
Connecticut
$3.06M -$92K -1,826 -3%
AWA
360
Acorn Wealth Advisors
Michigan
$3.06M -$562K -11,165 -16%
NW
361
Naviter Wealth
Arkansas
$3.02M -$2.06M -40,867 -40%
BCP
362
Blue Chip Partners
Michigan
$3.01M -$46.9K -931 -2%
AA
363
Advisory Alpha
Michigan
$2.94M +$355K +7,057 +14%
YWS
364
Yarger Wealth Strategies
Ohio
$2.94M -$539K -10,705 -15%
SC
365
Slow Capital
California
$2.93M -$36.3K -720 -1%
Creative Planning
366
Creative Planning
Kansas
$2.91M +$2.46M +48,851 +541%
AWMS
367
Advocacy Wealth Management Services
Georgia
$2.88M -$867K -17,204 -23%
APA
368
Astoria Portfolio Advisors
New York
$2.87M +$1.25M +24,758 +77%
KF
369
Krilogy Financial
Missouri
$2.86M -$1.61M -31,897 -36%
GRP
370
Global Retirement Partners
California
$2.82M +$2.83M +56,234 New
SPIA
371
Steward Partners Investment Advisory
New York
$2.82M -$193K -3,836 -6%
JIC
372
Joel Isaacson & Co
New York
$2.82M -$672K -13,346 -19%
VCM
373
Virtue Capital Management
Tennessee
$2.81M +$842K +16,707 +43%
SFG
374
Sage Financial Group
Pennsylvania
$2.69M +$52.3K +1,038 +2%
FW
375
FirstPurpose Wealth
Utah
$2.67M +$36.7K +728 +1%

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.