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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
KA
26
Klingman & Associates
New York
$81.5M -$1.16M -23,074 -1%
TC
27
TownSquare Capital
Utah
$78.5M +$219K +4,344 +0.3%
CM
28
Cornerstone Management
Georgia
$74.7M +$18.6M +369,518 +33%
AWM
29
AE Wealth Management
Kansas
$70.2M +$6.56M +130,307 +10%
RW
30
REDW Wealth
New Mexico
$69.9M -$1.28M -25,338 -2%
UCFA
31
United Capital Financial Advisors
Texas
$69.1M +$19.2M +381,793 +38%
SEI Investments
32
SEI Investments
Pennsylvania
$67.1M +$491K +9,750 +0.7%
AA
33
Ancora Advisors
Ohio
$61M -$65.5K -1,301 -0.1%
SFA
34
Sequoia Financial Advisors
Ohio
$60.9M +$19.5M +387,901 +47%
Osaic Holdings
35
Osaic Holdings
Arizona
$60.6M +$9.14M +181,455 +17%
SI
36
Stephens Inc
Arkansas
$58.4M +$7.1M +140,954 +14%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$58.1M +$46.4M +920,432 +390%
HPC
38
HM Payson & Co
Maine
$56.8M -$13M -257,789 -19%
CAN
39
Cetera Advisor Networks
California
$53.4M +$25.9M +513,858 +94%
TB
40
Terril Brothers
Missouri
$51M -$7.33M -145,530 -13%
EWM
41
Evermay Wealth Management
Virginia
$50.4M +$2.03M +40,289 +4%
SRC
42
Shufro Rose & Co
New York
$49.5M -$16.7M -331,919 -25%
FFA
43
First Foundation Advisors
California
$48.6M +$4.89M +97,168 +11%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$47.3M -$371K -7,359 -0.8%
AOWM
45
Alpha Omega Wealth Management
Virginia
$45.7M +$1.6M +31,858 +4%
SWM
46
Spire Wealth Management
Virginia
$44.4M +$8.95M +177,603 +25%
FM
47
Foster & Motley
Ohio
$44.4M -$474K -9,404 -1%
BIAS
48
Beacon Investment Advisory Services
New Jersey
$43M -$685K -13,606 -2%
AA
49
ACT Advisors
North Carolina
$41.5M +$41M +814,586 +7,535%
AWM
50
Axxcess Wealth Management
California
$40.5M -$29.8M -592,285 -42%

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.