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JPMorgan Ultra-Short Income ETF
JPST

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: 146 → 180 (+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: 811 → 839 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$410M
2
GC
Grimes & Company
Massachusetts
+$316M
3
FDCC
Foster Dykema Cabot & Co
Massachusetts
+$197M
4
Bank of America
Bank of America
North Carolina
+$110M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$105M

Top Sellers

Rank Fund Capital Flow
1
SLF
Sun Life Financial
Ontario, Canada
-$417M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$159M
3
S
SignatureFD
Georgia
-$102M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$43.5M
5
KA
Klingman & Associates
New York
-$40.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$89.1M -$2.57M -51,169 -3%
AIA
27
Angeles Investment Advisors
California
$83.5M -$3.11M -61,975 -4%
LWMT
28
Legacy Wealth Management (Tennessee)
Tennessee
$79.6M +$79.7M +1,589,302 New
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$79.5M -$29.9M -595,763 -27%
CM
30
Cornerstone Management
Georgia
$78.6M +$4.13M +82,336 +6%
TC
31
TownSquare Capital
Utah
$73.7M -$4.59M -91,449 -6%
UCFA
32
United Capital Financial Advisors
Texas
$71.4M +$2.56M +50,989 +4%
RCM
33
Requisite Capital Management
Texas
$66.6M +$34.8M +692,708 +109%
SEI Investments
34
SEI Investments
Pennsylvania
$65.1M -$1.79M -35,642 -3%
SRC
35
Shufro Rose & Co
New York
$63.5M +$14.2M +282,579 +29%
EWM
36
Evermay Wealth Management
Virginia
$61.4M +$11.2M +222,756 +22%
AA
37
Ancora Advisors
Ohio
$60.7M -$142K -2,824 -0.2%
SFS
38
Sowell Financial Services
Arkansas
$59.7M +$25.5M +507,664 +75%
CAN
39
Cetera Advisor Networks
California
$58.4M +$5.19M +103,379 +10%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$56.6M +$9.48M +189,008 +20%
SWM
41
Spire Wealth Management
Virginia
$51.4M +$7.23M +144,030 +16%
AP
42
Appleton Partners
Massachusetts
$49M +$14.6M +291,904 +42%
HPC
43
HM Payson & Co
Maine
$49M -$7.54M -150,339 -13%
AWM
44
AE Wealth Management
Kansas
$49M -$21M -418,098 -30%
HighTower Advisors
45
HighTower Advisors
Illinois
$48.4M +$13.2M +264,039 +38%
FFA
46
First Foundation Advisors
California
$48.1M -$348K -6,932 -0.7%
AWM
47
Axxcess Wealth Management
California
$47M +$6.73M +134,180 +17%
SLF
48
Sun Life Financial
Ontario, Canada
$46.5M -$417M -8,309,000 -90%
AOWM
49
Alpha Omega Wealth Management
Virginia
$46.2M +$586K +11,685 +1%
FCIM
50
Fairview Capital Investment Management
California
$45.7M +$12.4M +247,920 +37%
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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.