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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
JCM
526
Jacobi Capital Management
Pennsylvania
$931K +$1.16K +23 +0.1%
BWM
527
Birchcreek Wealth Management
Ohio
$931K +$581K +11,538 +165%
CA
528
Cambridge Advisors
Nebraska
$918K +$128K +2,537 +16%
5SA
529
5th Street Advisors
Connecticut
$910K +$912K +18,110 New
WAM
530
WNY Asset Management
New York
$901K -$3.02K -60 -0.3%
WTC
531
WhitTier Trust Company
Nevada
$892K
ACA
532
Ascension Capital Advisors
Texas
$870K +$2.57K +51 +0.3%
EIA
533
Eldridge Investment Advisors
New Hampshire
$864K -$893K -17,725 -51%
APP
534
Avantax Planning Partners
Iowa
$852K -$50.4K -1,000 -6%
DWM
535
Doyle Wealth Management
Florida
$848K +$284K +5,639 +50%
GKWIM
536
Gerber Kawasaki Wealth & Investment Management
California
$843K -$92.7K -1,840 -10%
BBW
537
Blue Barn Wealth
Utah
$831K -$155K -3,080 -16%
PCM
538
Pennsylvania Capital Management
Pennsylvania
$831K +$442K +8,773 +113%
KA
539
Kovack Advisors
Florida
$830K +$78.4K +1,557 +10%
BONH
540
Bank of New Hampshire
New Hampshire
$823K -$142K -2,810 -15%
AIM
541
Alhambra Investment Management
Florida
$820K -$71.3K -1,415 -8%
TPWM
542
Twelve Points Wealth Management
Massachusetts
$815K -$402K -7,991 -33%
MHS
543
M Holdings Securities
Oregon
$812K +$813K +16,143 New
VHAM
544
Van Hulzen Asset Management
California
$808K +$15.1K +300 +2%
DIM
545
Delta Investment Management
California
$801K +$174K +3,446 +28%
OMC
546
Old Mission Capital
Illinois
$797K +$799K +15,862 New
SA
547
Shilanski & Associates
Alaska
$793K +$14K +278 +2%
FSG
548
Financial Strategies Group
Michigan
$791K -$200K -3,969 -20%
CA
549
Calton & Associates
Florida
$791K +$509K +10,104 +179%
QPWM
550
Quadrant Private Wealth Management
Pennsylvania
$772K +$259K +5,148 +50%

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.