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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
AFS
401
Access Financial Services
Minnesota
$2.2M -$111K -2,195 -5%
NF
402
Nikulski Financial
Iowa
$2.2M +$35K +694 +2%
CW
403
CreativeOne Wealth
Kansas
$2.18M -$3.71M -73,589 -63%
FFG
404
Frisch Financial Group
New York
$2.18M -$7.36M -146,144 -77%
MOS
405
MGO One Seven
Ohio
$2.14M -$146K -2,901 -6%
LWAC
406
Laurel Wealth Advisors (California)
California
$2.14M -$2.61M -51,791 -55%
AHC
407
Adell Harriman & Carpenter
Texas
$2.12M -$880K -17,475 -29%
MCC
408
Money Concepts Capital
Florida
$2.1M +$554K +10,997 +36%
GI
409
Glovista Investments
New Jersey
$2.07M -$2.4M -47,570 -54%
SCA
410
Snowden Capital Advisors
New York
$2.02M -$57.2K -1,136 -3%
FWM
411
Forefront Wealth Management
Pennsylvania
$2.01M +$14.5K +288 +0.7%
WT
412
Whittier Trust
California
$2.01M -$5.51M -109,401 -73%
TFA
413
Tobias Financial Advisors
Florida
$1.99M +$1.99M +39,549 New
GG
414
Gofen & Glossberg
Illinois
$1.99M +$504K +10,000 +34%
TIM
415
Tortoise Investment Management
New York
$1.97M -$434K -8,612 -18%
NL
416
NWAM LLC
Washington
$1.96M -$1.11M -21,989 -36%
PFP
417
Paragon Financial Partners
California
$1.96M -$24.3K -482 -1%
AG
418
Ascent Group
Virginia
$1.96M +$1.7M +33,659 +644%
VWM
419
Venturi Wealth Management
Texas
$1.93M -$244K -4,845 -11%
US Bancorp
420
US Bancorp
Minnesota
$1.9M -$104K -2,062 -5%
KC
421
Kinloch Capital
Virginia
$1.89M +$103K +2,038 +6%
PIMG
422
Patriot Investment Management Group
Tennessee
$1.88M +$293K +5,809 +18%
SWP
423
Strategic Wealth Partners
Ohio
$1.88M +$1.02M +20,344 +120%
WIA
424
Westbourne Investment Advisors
Maryland
$1.87M -$36.6K -727 -2%
CA
425
CGN Advisors
Kansas
$1.83M -$403K -8,002 -18%

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.