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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
NC
551
NovaPoint Capital
Georgia
$848K -$334K -6,656 -28%
VHAM
552
Van Hulzen Asset Management
California
$843K +$38K +758 +5%
GKWIM
553
Gerber Kawasaki Wealth & Investment Management
California
$841K +$1.2K +24 +0.1%
SWA
554
Strategies Wealth Advisors
Michigan
$837K +$449K +8,956 +115%
EWM
555
Echo Wealth Management
Minnesota
$828K +$307K +6,115 +59%
SA
556
Shilanski & Associates
Alaska
$816K +$26K +518 +3%
ERIC
557
Eagle Rock Investment Company
Georgia
$811K +$812K +16,182 New
KCM
558
Kathmere Capital Management
Pennsylvania
$807K -$328K -6,535 -29%
AIM
559
Alhambra Investment Management
Florida
$807K -$10K -200 -1%
NL
560
Navalign LLC
California
$805K -$169K -3,371 -17%
FIM
561
Freedom Investment Management
Connecticut
$804K +$57.6K +1,149 +8%
PWM
562
Perigon Wealth Management
California
$804K -$333K -6,641 -29%
TF
563
TRH Financial
Iowa
$804K +$806K +16,056 New
APP
564
Avantax Planning Partners
Iowa
$797K -$52.2K -1,041 -6%
AAS
565
Ameritas Advisory Services
Nebraska
$795K -$1.8M -35,910 -69%
CCFM
566
Clear Creek Financial Management
Washington
$792K +$513K +10,226 +183%
TPWM
567
Twelve Points Wealth Management
Massachusetts
$787K -$25.1K -500 -3%
MBT
568
Montecito Bank & Trust
California
$784K +$784K +15,635 New
CIAS
569
CFS Investment Advisory Services
New Jersey
$760K -$159M -3,178,904 -100%
QPWM
570
Quadrant Private Wealth Management
Pennsylvania
$756K -$12.9K -258 -2%
PAS
571
Park Avenue Securities
New York
$745K +$88.3K +1,761 +13%
PA
572
Paragon Advisors
Texas
$737K +$35.9K +715 +5%
JF
573
JSF Financial
California
$736K -$698K -13,912 -49%
RA
574
Riversedge Advisors
Delaware
$703K +$27.7K +552 +4%
KCFA
575
Key Client Fiduciary Advisors
New Jersey
$702K -$20K -398 -3%

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.