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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
HS
551
Horan Securities
United States
$770K +$34.8K +691 +5%
PWP
552
Principle Wealth Partners
Connecticut
$762K -$495K -9,826 -39%
GWM
553
Gray Wealth Management
Maine
$762K -$45K -894 -6%
BFEC
554
Benjamin F. Edwards & Company
Missouri
$762K -$41K -814 -5%
TAM
555
Tocqueville Asset Management
New York
$750K +$751K +14,913 New
FIM
556
Freedom Investment Management
Connecticut
$749K -$350K -6,949 -32%
KCFA
557
Key Client Fiduciary Advisors
New Jersey
$725K -$1.7M -33,759 -70%
BW
558
Bison Wealth
Georgia
$725K +$727K +14,428 New
CA
559
Crewe Advisors
Utah
$719K -$75.6K -1,500 -9%
BTIM
560
BancFirst Trust & Investment Management
Oklahoma
$718K +$719K +14,278 New
HFS
561
Horizon Financial Services
North Carolina
$707K -$41.5K -823 -6%
ACA
562
Affinity Capital Advisors
California
$706K -$60.7K -1,205 -8%
PA
563
Paragon Advisors
Texas
$704K -$76.2K -1,513 -10%
GPA
564
Guerra Pan Advisors
New Jersey
$704K
HIM
565
Hotaling Investment Management
Pennsylvania
$684K -$46.7K -927 -6%
SAF
566
Smith Anglin Financial
Texas
$678K -$174K -3,460 -20%
RA
567
Riversedge Advisors
Delaware
$677K +$52.1K +1,034 +8%
PPW
568
Pinnacle Private Wealth
Massachusetts
$672K -$83.4K -1,656 -11%
MFGP
569
Marshall Financial Group (Pennsylvania)
Pennsylvania
$670K +$907 +18 +0.1%
SC
570
Solstein Capital
California
$669K
MMM
571
Mendel Money Management
Illinois
$669K +$17.6K +350 +3%
HA
572
Herold Advisors
New York
$667K +$97K +1,925 +17%
PAS
573
Park Avenue Securities
New York
$660K +$661K +13,120 New
MWM
574
Madison Wealth Management
Ohio
$654K
H
575
HoyleCohen
California
$650K +$32.7K +650 +5%

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.