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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
JIC
376
Joel Isaacson & Co
New York
$2.78M -$30.1K -600 -1%
TCWM
377
Total Clarity Wealth Management
Illinois
$2.76M +$1.05M +20,940 +61%
Creative Planning
378
Creative Planning
Kansas
$2.76M -$139K -2,774 -5%
FCFC
379
First Citizens Financial Corp
Iowa
$2.74M -$515K -10,274 -16%
AP
380
Americana Partners
Texas
$2.74M -$395K -7,870 -12%
OPS
381
Orion Portfolio Solutions
Nebraska
$2.73M -$2.55M -50,862 -48%
SB
382
Strategic Blueprint
Georgia
$2.73M +$2.73M +54,498 New
HFS
383
Howard Financial Services
Texas
$2.68M -$908K -18,093 -25%
PWMAG
384
Pinnacle Wealth Management Advisory Group
New Jersey
$2.66M -$1.63M -32,480 -38%
CCM
385
Condor Capital Management
New Jersey
$2.66M -$4.22M -84,198 -61%
AA
386
Auxano Advisors
Washington
$2.64M -$535K -10,668 -17%
CTA
387
Chesley Taft & Associates
Illinois
$2.61M -$40.1K -800 -2%
APW
388
Acima Private Wealth
Virginia
$2.61M -$989K -19,703 -27%
PP
389
PDS Planning
Ohio
$2.56M +$1.43M +28,498 +125%
ZIMP
390
Zimmermann Investment Management & Planning
Pennsylvania
$2.56M +$1.37M +27,257 +114%
WWP
391
WR Wealth Planners
Missouri
$2.53M +$1.11M +22,180 +78%
LA
392
Latitude Advisors
Florida
$2.52M -$2.86M -57,079 -53%
SIC
393
Salem Investment Counselors
North Carolina
$2.52M +$2.53M +50,390 New
AWA
394
Amplius Wealth Advisors
Pennsylvania
$2.49M -$12.7M -252,605 -84%
FW
395
FirstPurpose Wealth
Utah
$2.48M -$184K -3,667 -7%
APA
396
American Portfolios Advisors
New York
$2.44M +$880K +17,550 +56%
SIAP
397
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.44M -$5.97K -119 -0.2%
CFG
398
Cooper Financial Group
California
$2.41M +$594K +11,842 +33%
IIA
399
Integral Investment Advisors
California
$2.39M -$1.31M -26,023 -35%
NF
400
Nikulski Financial
Iowa
$2.36M +$170K +3,388 +8%

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.