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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
HH
476
Hilltop Holdings
Texas
$1.22M -$83.3K -1,653 -6%
Comerica Bank
477
Comerica Bank
Texas
$1.21M +$343K +6,816 +39%
ZIMP
478
Zimmermann Investment Management & Planning
Pennsylvania
$1.2M +$700K +13,896 +138%
ACA
479
Aptus Capital Advisors
Alabama
$1.19M -$500K -9,930 -30%
NC
480
NovaPoint Capital
Georgia
$1.19M -$34.2K -679 -3%
DWM
481
Drive Wealth Management
Utah
$1.18M +$20.8K +413 +2%
WAP
482
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$237K +4,698 +25%
CCA
483
Column Capital Advisors
Indiana
$1.18M +$801K +15,900 +212%
HL
484
HeadInvest LLC
Maine
$1.16M +$187K +3,720 +19%
PP
485
PDS Planning
Ohio
$1.14M +$1.14M +22,716 New
PWM
486
Perigon Wealth Management
California
$1.14M +$36.3K +720 +3%
KCM
487
Kathmere Capital Management
Pennsylvania
$1.14M -$14.4M -286,838 -93%
SFG
488
Sovereign Financial Group
Connecticut
$1.14M -$50.2K -997 -4%
CC
489
Callan Capital
California
$1.14M +$739K +14,672 +185%
EBWM
490
Eagle Bluffs Wealth Management
Missouri
$1.13M -$651K -12,928 -37%
CPW
491
Catalyst Private Wealth
California
$1.11M +$168K +3,333 +18%
MFG
492
Merit Financial Group
Georgia
$1.11M +$682K +13,535 +157%
DC
493
Davenport & Co
Virginia
$1.11M -$432K -8,573 -28%
WB
494
Webster Bank
Connecticut
$1.11M -$7.95M -157,764 -88%
SC
495
Sepio Capital
Utah
$1.1M
KWM
496
Kingsview Wealth Management
Oregon
$1.09M -$133K -2,642 -11%
NCM
497
Next Capital Management
New York
$1.09M -$70.6K -1,401 -6%
AUB
498
Atlantic Union Bankshares
Virginia
$1.07M -$383K -7,596 -26%
RWP
499
Ridgecrest Wealth Partners
California
$1.07M -$2.78M -55,116 -72%
AGAM
500
Audent Global Asset Management
California
$1.07M

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.