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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
IAP
626
Indie Asset Partners
Indiana
$463K +$40.3K +800 +10%
KeyBank National Association
627
KeyBank National Association
Ohio
$462K +$7.15K +142 +2%
EGWAG
628
Elwood & Goetz Wealth Advisory Group
Georgia
$454K +$455K +9,034 New
USCWA
629
U.S. Capital Wealth Advisors
Texas
$452K +$453K +9,000 New
BBA
630
Braun-Bostich & Associates
Pennsylvania
$450K +$451K +8,946 New
EWMCB
631
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$448K -$369K -7,330 -45%
CFO
632
Collective Family Office
Pennsylvania
$448K -$135K -2,681 -23%
ECM
633
Evergreen Capital Management
Washington
$448K -$8.81K -175 -2%
BWM
634
Benchmark Wealth Management
Connecticut
$448K +$449K +8,913 New
BWM
635
BCGM Wealth Management
Indiana
$445K +$5.49K +109 +1%
CF
636
Centaurus Financial
California
$438K -$358K -7,103 -45%
IA
637
Integrity Advisory
Kansas
$434K +$434K +8,625 New
IWM
638
IHT Wealth Management
Illinois
$427K -$16.9K -335 -4%
RFC
639
Regions Financial Corp
Alabama
$427K +$45.1K +895 +12%
OCM
640
Orion Capital Management
California
$423K +$23.3K +463 +6%
MA
641
MJP Associates
Connecticut
$422K -$18.9K -375 -4%
CCIA
642
Cherry Creek Investment Advisors
Colorado
$419K -$38.6K -767 -8%
CFA
643
Compass Financial Advisors
Indiana
$415K
SLWA
644
San Luis Wealth Advisors
California
$413K
VFIC
645
Valley Forge Investment Consultants
Pennsylvania
$405K -$758K -15,055 -65%
KSWA
646
Kathleen S. Wright Associates
Pennsylvania
$405K -$45.8K -910 -10%
PFA
647
Plotkin Financial Advisors
Maryland
$404K +$72.7K +1,444 +22%
F4L
648
Fortune 45 LLC
Louisiana
$401K -$12.9K -257 -3%
MWM
649
Maltin Wealth Management
New Jersey
$398K -$584K -11,595 -59%
WDG
650
Wealth Dimensions Group
Ohio
$396K

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.