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
FA
451
Fermata Advisors
California
$1.65M -$15.1K -301 -0.9%
WWM
452
Western Wealth Management
Colorado
$1.65M -$90.6K -1,806 -5%
GI
453
Glovista Investments
New Jersey
$1.65M -$409K -8,158 -20%
IA
454
Insight Advisors
Pennsylvania
$1.65M -$106K -2,121 -6%
SWA
455
Stratos Wealth Advisors
Ohio
$1.65M -$25.8K -515 -2%
EBWM
456
Eagle Bluffs Wealth Management
Missouri
$1.65M +$522K +10,404 +46%
WT
457
Whittier Trust
California
$1.63M -$379K -7,555 -19%
BEAM
458
Baker Ellis Asset Management
Washington
$1.6M +$148K +2,940 +10%
CCA
459
Catalyst Capital Advisors
New York
$1.6M -$2.51M -50,000 -61%
SCM
460
SOL Capital Management
Maryland
$1.6M +$43.1K +860 +3%
RCG
461
Regatta Capital Group
California
$1.58M +$8.33K +166 +0.5%
SSW
462
Stone Summit Wealth
Florida
$1.58M +$320K +6,387 +25%
MWM
463
Mission Wealth Management
California
$1.58M -$2.96M -58,948 -65%
MWM
464
Minot Wealth Management
Massachusetts
$1.57M +$1.24M +24,650 +372%
CG
465
Colony Group
Massachusetts
$1.56M +$1M +20,030 +179%
TFA
466
Tobias Financial Advisors
Florida
$1.55M -$431K -8,585 -22%
AG
467
Ascent Group
Virginia
$1.52M -$424K -8,456 -22%
RJT
468
Raymond James Trust
Florida
$1.52M -$13.4K -268 -0.9%
SAM
469
SignalPoint Asset Management
Missouri
$1.51M -$9.58K -191 -0.6%
Comerica Bank
470
Comerica Bank
Texas
$1.5M +$287K +5,730 +24%
CA
471
CGN Advisors
Kansas
$1.49M -$333K -6,641 -18%
NCM
472
Next Capital Management
New York
$1.48M +$392K +7,822 +36%
EH
473
Equitable Holdings
New York
$1.46M -$81.8K -1,630 -5%
FIA
474
Foundations Investment Advisors
Arizona
$1.45M +$1.46M +29,037 New
AWM
475
Apollon Wealth Management
South Carolina
$1.45M -$1.12M -22,286 -44%

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.