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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
IAN
526
Integrated Advisors Network
Texas
$989K -$11K -219 -1%
GWM
527
Gray Wealth Management
Maine
$983K +$224K +4,471 +30%
SMG
528
Spectrum Management Group
Indiana
$981K -$60K -1,195 -6%
GWANC
529
Guardian Wealth Advisors (North Carolina)
North Carolina
$977K +$979K +19,504 New
PCM
530
Parsons Capital Management
Rhode Island
$967K -$62.7K -1,250 -6%
DIM
531
Delta Investment Management
California
$954K +$156K +3,116 +20%
BFG
532
Beacon Financial Group
Texas
$948K +$950K +18,937 New
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$941K +$789K +15,720 +512%
GM
534
GeoWealth Management
Illinois
$929K +$463K +9,233 +99%
PIA
535
Perennial Investment Advisors
California
$927K -$29.2K -583 -3%
LFA
536
Laraway Financial Advisors
Minnesota
$921K -$45.2K -900 -5%
PTC
537
Private Trust Company
Ohio
$918K +$920K +18,336 New
5SA
538
5th Street Advisors
Connecticut
$907K
JCM
539
Jacobi Capital Management
Pennsylvania
$902K -$25.7K -513 -3%
CIBC World Market
540
CIBC World Market
Ontario, Canada
$896K -$157K -3,124 -15%
TWM
541
TMD Wealth Management
Arizona
$892K -$478K -9,518 -35%
CPW
542
Catalyst Private Wealth
California
$891K -$221K -4,401 -20%
PFA
543
Pathway Financial Advisors
Vermont
$882K +$581K +11,575 +192%
KWM
544
Kingsview Wealth Management
Oregon
$879K -$209K -4,164 -19%
CWG
545
Cornerstone Wealth Group
North Carolina
$877K -$151K -3,000 -15%
KC
546
Kinloch Capital
Virginia
$870K -$1.02M -20,268 -54%
ACA
547
Ascension Capital Advisors
Texas
$867K
HFS
548
Horizon Financial Services
North Carolina
$860K +$155K +3,092 +22%
WAM
549
WNY Asset Management
New York
$854K -$41K -818 -5%
H
550
HoyleCohen
California
$852K +$204K +4,069 +31%

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.