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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
RJT
451
Raymond James Trust
Florida
$1.54M -$121K -2,404 -7%
SAM
452
SignalPoint Asset Management
Missouri
$1.53M -$39.7K -788 -3%
ES
453
Eagle Strategies
New York
$1.5M -$813K -16,133 -35%
BEAM
454
Baker Ellis Asset Management
Washington
$1.46M +$35.4K +703 +2%
JF
455
JSF Financial
California
$1.44M +$736K +14,622 +105%
MCA
456
MSH Capital Advisors
Arizona
$1.44M -$589K -11,684 -29%
MSS
457
Mitchell Sinkler & Starr
Pennsylvania
$1.43M -$111K -2,200 -7%
WWP
458
WR Wealth Planners
Missouri
$1.43M +$1.43M +28,414 New
EP
459
Eudaimonia Partners
Tennessee
$1.41M +$1.41M +28,092 New
SFS
460
Security Financial Services
Indiana
$1.41M +$1.03M +20,473 +273%
VWA
461
V Wealth Advisors
Kansas
$1.38M -$21K -417 -1%
TWM
462
TMD Wealth Management
Arizona
$1.37M -$15.4M -304,787 -92%
AWM
463
Aprio Wealth Management
Georgia
$1.37M -$180K -3,573 -12%
JWM
464
JGP Wealth Management
Oregon
$1.35M -$1.23M -24,422 -48%
AWAP
465
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.35M -$189K -3,748 -12%
WSTAM
466
Wilbanks Smith & Thomas Asset Management
Virginia
$1.34M -$274K -5,438 -17%
MWA
467
Meridian Wealth Advisors
Texas
$1.33M +$249K +4,950 +23%
CAM
468
Cozad Asset Management
Illinois
$1.29M +$616K +12,225 +91%
WS
469
Wedbush Securities
California
$1.26M -$83.9K -1,666 -6%
SSW
470
Stone Summit Wealth
Florida
$1.26M +$79.8K +1,585 +7%
ETIA
471
Epic Trust Investment Advisors
Washington
$1.26M -$17K -337 -1%
SWM
472
Sanctuary Wealth Management
Idaho
$1.25M +$205K +4,062 +20%
SWM
473
Segment Wealth Management
Texas
$1.23M
BWG
474
Beta Wealth Group
California
$1.23M +$1.23M +24,379 New
BWA
475
BDO Wealth Advisors
Florida
$1.22M +$136K +2,707 +13%

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.