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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
BWM
576
BlackDiamond Wealth Management
New York
$642K -$40.1K -796 -6%
FC
577
FCA Corp
Texas
$638K -$20.3K -403 -3%
LC
578
Lindbrook Capital
California
$636K -$75.6K -1,500 -11%
ADL
579
Asset Dedication LLC
California
$633K +$634K +12,578 New
RCAG
580
Rehmann Capital Advisory Group
Michigan
$617K +$38.5K +765 +7%
SIM
581
Stratos Investment Management
Ohio
$611K -$191K -3,794 -24%
FFG
582
Ford Financial Group
California
$610K -$100K -1,991 -14%
NB
583
Nicolet Bankshares
Wisconsin
$589K +$29.3K +582 +5%
QWM
584
Quaker Wealth Management
New Jersey
$583K -$1.62M -32,249 -74%
LJCM
585
Lee Johnson Capital Management
Texas
$581K -$307K -6,092 -35%
CPA
586
Capital Planning Advisors
California
$570K -$79.4K -1,577 -12%
PB
587
Pinnacle Bancorp
Nebraska
$568K -$131K -2,603 -19%
CG
588
Colony Group
Massachusetts
$562K -$900K -17,878 -62%
IF
589
Intrua Financial
Texas
$560K -$9.82K -195 -2%
GIA
590
Gladstone Institutional Advisory
Florida
$559K -$245K -4,870 -30%
BCI
591
Brinker Capital Investments
Pennsylvania
$556K +$83K +1,647 +17%
LNWWM
592
Laird Norton Wetherby Wealth Management
California
$556K +$85.8K +1,703 +18%
RIA
593
Realta Investment Advisors
Delaware
$554K +$34.1K +678 +7%
TBWA
594
Three Bridge Wealth Advisors
California
$553K +$554K +11,000 New
PCS
595
Personal CFO Solutions
New Jersey
$546K +$547K +10,864 New
NEPWA
596
New England Private Wealth Advisors
Massachusetts
$531K +$604 +12 +0.1%
AWA
597
Arete Wealth Advisors
Illinois
$530K -$28.3K -562 -5%
EWM
598
Echo Wealth Management
Minnesota
$524K +$526K +10,444 New
SW
599
Simplicity Wealth
New Jersey
$522K -$5.84K -116 -1%
TSWM
600
Tyler-Stone Wealth Management
Ohio
$522K -$907 -18 -0.2%

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.