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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
SC
351
Saiph Capital
New Jersey
$3.3M +$20.5K +409 +0.6%
MTWM
352
Masso Torrence Wealth Management
New Jersey
$3.25M -$254K -5,055 -7%
BOH
353
Bank of Hawaii
Hawaii
$3.25M
EFS
354
Essex Financial Services
Connecticut
$3.25M +$195K +3,888 +6%
NCM
355
Northwest Capital Management
Oregon
$3.23M -$209K -4,165 -6%
MOS
356
MGO One Seven
Ohio
$3.21M +$1.08M +21,526 +50%
CW
357
CreativeOne Wealth
Kansas
$3.19M +$1.01M +20,227 +47%
ASN
358
Advisory Services Network
Georgia
$3.17M +$69.3K +1,381 +2%
CI
359
Ceera Investments
Texas
$3.13M -$1.52M -30,360 -33%
TFO
360
Tarbox Family Office
California
$3.12M +$2.63M +52,345 +527%
FAIM
361
Financial Advocates Investment Management
Washington
$3.08M +$771K +15,374 +33%
IIC
362
Ironwood Investment Counsel
Arizona
$3.08M -$1.17M -23,235 -27%
AA
363
Advisory Alpha
Michigan
$3.04M +$109K +2,177 +4%
YWS
364
Yarger Wealth Strategies
Ohio
$3M +$76.5K +1,524 +3%
PCM
365
Pennsylvania Capital Management
Pennsylvania
$3M +$2.18M +43,375 +263%
AWA
366
Acorn Wealth Advisors
Michigan
$2.98M -$61.4K -1,224 -2%
NW
367
Naviter Wealth
Arkansas
$2.96M -$48.7K -970 -2%
NFG
368
Nations Financial Group
Iowa
$2.95M +$1.32M +26,219 +80%
SPIA
369
Steward Partners Investment Advisory
New York
$2.83M +$24.1K +480 +0.9%
APA
370
Astoria Portfolio Advisors
New York
$2.83M -$33K -658 -1%
AWMS
371
Advocacy Wealth Management Services
Georgia
$2.82M -$55.4K -1,104 -2%
WIP
372
WealthCare Investment Partners
Rhode Island
$2.81M +$2.81M +56,040 New
LSPW
373
Lake Street Private Wealth
Illinois
$2.8M -$538K -10,729 -16%
GRP
374
Global Retirement Partners
California
$2.79M -$25.3K -504 -0.9%
FHA
375
First Horizon Advisors
Tennessee
$2.78M +$2.45M +48,777 +718%

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.