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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
IF
601
Intrua Financial
Texas
$612K +$54.5K +1,086 +10%
LWM
602
Laidlaw Wealth Management
New York
$609K +$610K +12,150 New
ADL
603
Asset Dedication LLC
California
$596K -$34.5K -688 -5%
HIM
604
Hotaling Investment Management
Pennsylvania
$581K -$101K -2,010 -15%
CBFP
605
Cedar Brook Financial Partners
Ohio
$581K +$188K +3,747 +48%
NB
606
Nicolet Bankshares
Wisconsin
$580K -$6.97K -139 -1%
PB
607
Pinnacle Bancorp
Nebraska
$566K
HA
608
Herold Advisors
New York
$562K -$103K -2,050 -15%
JBA
609
Johnson Bixby & Associates
Washington
$559K +$560K +11,169 New
BCI
610
Brinker Capital Investments
Pennsylvania
$554K
AWA
611
Arete Wealth Advisors
Illinois
$551K +$22.9K +457 +4%
IWM
612
IHT Wealth Management
Illinois
$550K +$124K +2,480 +29%
SIM
613
Stratos Investment Management
Ohio
$543K -$66.2K -1,319 -11%
VWM
614
Venturi Wealth Management
Texas
$540K -$1.39M -27,629 -72%
KA
615
Kovack Advisors
Florida
$539K -$290K -5,773 -35%
NEPWA
616
New England Private Wealth Advisors
Massachusetts
$531K -$50 -1 -0%
LJCM
617
Lee Johnson Capital Management
Texas
$527K -$51.8K -1,033 -9%
ANTB
618
AMG National Trust Bank
Colorado
$523K +$18.3K +365 +4%
BWM
619
Benchmark Wealth Management
Connecticut
$521K +$74.9K +1,492 +17%
WWA
620
WCG Wealth Advisors
Nevada
$519K +$520K +10,361 New
ICP
621
Ironvine Capital Partners
Nebraska
$517K
RPWA
622
Regent Peak Wealth Advisors
Georgia
$517K +$351 +7 +0.1%
SCG
623
Sonata Capital Group
Washington
$507K
MC
624
Moors & Cabot
Massachusetts
$507K +$32.2K +642 +7%
RWP
625
Ridgecrest Wealth Partners
California
$504K -$562K -11,209 -53%

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.