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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
RPWA
601
Regent Peak Wealth Advisors
Georgia
$519K -$34.1K -678 -6%
ICP
602
Ironvine Capital Partners
Nebraska
$519K -$2.27K -45 -0.4%
BAMG
603
Brand Asset Management Group
Missouri
$517K +$518K +10,285 New
SCG
604
Sonata Capital Group
Washington
$509K -$16.9K -335 -3%
ANTB
605
AMG National Trust Bank
Colorado
$506K +$45.3K +900 +10%
ACWM
606
Adams Chetwood Wealth Management
North Carolina
$506K +$507K +10,067 New
State Farm Mutual Automobile Insurance
607
State Farm Mutual Automobile Insurance
Illinois
$505K
TFO
608
Tarbox Family Office
California
$500K -$72.3K -1,435 -13%
SPFA
609
Summit Place Financial Advisors
New Jersey
$494K -$545K -10,830 -52%
CWM
610
CCG Wealth Management
California
$494K +$495K +9,827 New
APW
611
Aurora Private Wealth
New Jersey
$491K +$169K +3,359 +52%
CMS
612
Capital Market Strategies
Florida
$490K -$6.45K -128 -1%
EWM
613
Endowment Wealth Management
Wisconsin
$488K +$61.5K +1,220 +14%
TC
614
Tatro Capital
Kentucky
$482K -$45.3K -899 -9%
CCM
615
Colorado Capital Management
Colorado
$482K
MFG
616
Menard Financial Group
Texas
$479K +$480K +9,533 New
MC
617
Moors & Cabot
Massachusetts
$477K -$797K -15,823 -63%
AMIM
618
Aull & Monroe Investment Management
Alabama
$476K -$341K -6,768 -42%
EWM
619
EPG Wealth Management
Georgia
$474K +$128K +2,532 +37%
HKAM
620
Horizon Kinetics Asset Management
New York
$473K -$135K -2,679 -22%
BFG
621
Bouchey Financial Group
New York
$471K -$228K -4,530 -33%
GM
622
GeoWealth Management
Illinois
$470K -$26.3K -522 -5%
TDC
623
Thompson Davis & Co
Virginia
$469K -$73K -1,450 -13%
TCM
624
TD Capital Management
Tennessee
$468K -$631K -12,534 -57%
CFD
625
Creative Financial Designs
Indiana
$467K -$11.9M -235,925 -96%

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.