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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
VAS
501
Vestmark Advisory Solutions
Massachusetts
$1.19M +$1.19M +23,804 New
SWP
502
Strategic Wealth Partners
Ohio
$1.19M -$680K -13,560 -36%
WS
503
Wedbush Securities
California
$1.19M -$75.6K -1,507 -6%
BWM
504
Birchcreek Wealth Management
Ohio
$1.15M +$218K +4,344 +23%
VWM
505
Valley Wealth Managers
New Jersey
$1.14M +$1.14M +22,738 New
PBF
506
Petix & Botte Financial
California
$1.14M -$1.15M -22,959 -50%
US Bancorp
507
US Bancorp
Minnesota
$1.14M -$755K -15,054 -40%
BFO
508
Boston Family Office
Massachusetts
$1.13M +$1.13M +22,565 New
WP
509
WealthSource Partners
California
$1.11M +$65.7K +1,310 +6%
FFA
510
Fragasso Financial Advisors
Pennsylvania
$1.1M +$828K +16,511 +301%
SC
511
Sepio Capital
Utah
$1.1M
MA
512
MONECO Advisors
Connecticut
$1.1M +$86K +1,715 +8%
PA
513
Parallel Advisors
California
$1.09M -$484K -9,646 -31%
DWM
514
Drive Wealth Management
Utah
$1.09M -$93.2K -1,858 -8%
AWAP
515
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.08M -$258K -5,149 -19%
AGAM
516
Audent Global Asset Management
California
$1.06M
JWM
517
JGP Wealth Management
Oregon
$1.06M -$289K -5,769 -21%
TWC
518
TD Waterhouse Canada
Ontario, Canada
$1.06M +$758K +15,116 +1,007%
ACS
519
Archford Capital Strategies
Illinois
$1.05M +$502 +10 +0%
SFG
520
Sovereign Financial Group
Connecticut
$1.05M -$86.9K -1,733 -8%
MCWA
521
Meadow Creek Wealth Advisors
Georgia
$1.04M +$1.04M +20,800 New
AWM
522
Aprio Wealth Management
Georgia
$1.03M -$335K -6,670 -24%
GCP
523
Gill Capital Partners
Colorado
$1.01M
ETIA
524
Epic Trust Investment Advisors
Washington
$1.01M -$244K -4,860 -19%
SW
525
SlateStone Wealth
Florida
$1M -$803 -16 -0.1%

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.