We are live on ! Find out more
JPST icon

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
CAG
426
Curtis Advisory Group
California
$1.95M +$1.02M +20,255 +108%
ATWA
427
Arbor Trust Wealth Advisors
Michigan
$1.9M +$311K +6,205 +20%
BCP
428
Blue Chip Partners
Michigan
$1.89M -$1.11M -22,120 -37%
FA
429
Flagstar Advisors
New York
$1.89M -$498K -9,926 -21%
SSWM
430
Sheets Smith Wealth Management
North Carolina
$1.83M +$125K +2,485 +7%
PFP
431
Paragon Financial Partners
California
$1.83M -$124K -2,471 -6%
VWA
432
V Wealth Advisors
Kansas
$1.81M +$434K +8,658 +31%
RBC
433
Roble Belko & Company
Pennsylvania
$1.81M -$13.7M -272,970 -88%
NL
434
NWAM LLC
Washington
$1.8M -$153K -3,052 -8%
Wealthfront Advisers
435
Wealthfront Advisers
California
$1.79M +$1.79M +35,711 New
CCP
436
Clarkston Capital Partners
Michigan
$1.76M -$715K -14,250 -29%
LWAC
437
Laurel Wealth Advisors (California)
California
$1.75M -$389K -7,756 -18%
TSS
438
Two Sigma Securities
New York
$1.73M -$1.58M -31,419 -48%
SW
439
Simplicity Wealth
New Jersey
$1.72M +$1.21M +24,032 +232%
WIA
440
Westbourne Investment Advisors
Maryland
$1.71M -$153K -3,057 -8%
RW
441
RVW Wealth
California
$1.71M -$2.53M -50,339 -60%
BWA
442
BDO Wealth Advisors
Florida
$1.71M +$490K +9,767 +40%
GG
443
Gofen & Glossberg
Illinois
$1.7M -$277K -5,520 -14%
FHA
444
Flagship Harbor Advisors
Massachusetts
$1.7M +$1.37M +27,248 +413%
TL
445
Tradewinds LLC
North Carolina
$1.7M +$1.7M +33,838 New
GWM
446
GSB Wealth Management
Connecticut
$1.69M +$45.8K +913 +3%
JG
447
Jefferies Group
New York
$1.67M +$25.7K +513 +2%
EP
448
Eudaimonia Partners
Tennessee
$1.67M +$260K +5,188 +18%
HL
449
HeadInvest LLC
Maine
$1.66M +$502K +10,000 +43%
SDH
450
Sloy Dahl & Holst
Washington
$1.66M

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.