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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
CFG
426
Cooper Financial Group
California
$1.83M +$724K +14,379 +65%
LW
427
Linscomb Wealth
Texas
$1.79M -$2.35M -46,563 -57%
IA
428
Insight Advisors
Pennsylvania
$1.76M +$272K +5,391 +18%
WWM
429
Western Wealth Management
Colorado
$1.75M +$834K +16,554 +91%
BRWM
430
B. Riley Wealth Management
Tennessee
$1.72M +$676K +13,429 +64%
TCWM
431
Total Clarity Wealth Management
Illinois
$1.72M +$59.8K +1,187 +4%
SSWM
432
Sheets Smith Wealth Management
North Carolina
$1.72M -$45.4K -902 -3%
TWM
433
Tradition Wealth Management
Minnesota
$1.71M -$6.64M -131,755 -79%
RPCA
434
Running Point Capital Advisors
California
$1.71M +$117K +2,332 +7%
SWA
435
Stratos Wealth Advisors
Ohio
$1.68M -$786K -15,607 -32%
FA
436
Fermata Advisors
California
$1.67M +$1.14M +22,647 +213%
SDH
437
Sloy Dahl & Holst
Washington
$1.66M -$26.2K -520 -2%
GWM
438
GSB Wealth Management
Connecticut
$1.65M +$18.7K +372 +1%
JG
439
Jefferies Group
New York
$1.65M -$203K -4,023 -11%
Baird Financial Group
440
Baird Financial Group
Wisconsin
$1.65M -$180K -3,565 -10%
NFG
441
Nations Financial Group
Iowa
$1.64M +$675K +13,402 +70%
SOS
442
Silver Oak Securities
Tennessee
$1.64M +$1.65M +32,665 New
ATWA
443
Arbor Trust Wealth Advisors
Michigan
$1.6M +$65.5K +1,300 +4%
ACA
444
Atlas Capital Advisors
Wyoming
$1.59M +$275K +5,450 +21%
RCG
445
Regatta Capital Group
California
$1.58M -$1.73M -34,442 -52%
PA
446
Parallel Advisors
California
$1.58M +$60.3K +1,197 +4%
APA
447
American Portfolios Advisors
New York
$1.56M +$422K +8,387 +37%
SCM
448
SOL Capital Management
Maryland
$1.56M +$41.6K +825 +3%
EH
449
Equitable Holdings
New York
$1.55M +$137K +2,711 +10%
GF
450
Gries Financial
Ohio
$1.54M -$264K -5,240 -15%

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.