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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
AWM
651
Avaii Wealth Management
Wisconsin
$395K -$55.9K -1,110 -12%
CS
652
Credit Suisse
Switzerland
$395K -$2.92K -58 -0.7%
CBFP
653
Cedar Brook Financial Partners
Ohio
$395K +$395K +7,850 New
BFS
654
Bickling Financial Services
Massachusetts
$393K -$84.6K -1,679 -18%
SWA
655
Strategies Wealth Advisors
Michigan
$390K -$223K -4,424 -36%
SAM
656
Secure Asset Management
Michigan
$384K +$13.4K +266 +4%
CWM
657
Curi Wealth Management
North Carolina
$381K +$72.7K +1,443 +24%
AF
658
Affiance Financial
Minnesota
$368K -$3.3M -65,484 -90%
RPSA
659
Richard P. Slaughter Associates
Texas
$367K +$101K +2,000 +38%
RMAM
660
Raab & Moskowitz Asset Management
New Jersey
$364K
PG
661
Proffitt & Goodson
Tennessee
$360K -$446K -8,863 -55%
BWFA
662
Baltimore-Washington Financial Advisors
Maryland
$358K +$856 +17 New
SCM
663
Sterneck Capital Management
Missouri
$355K -$4.03K -80 -1%
OWP
664
Obermeyer Wealth Partners
Colorado
$353K
EVM
665
Eaton Vance Management
Massachusetts
$352K +$353K +7,000 New
BRA
666
Biechele Royce Advisors
Indiana
$351K -$97.2K -1,930 -22%
CRWM
667
Castle Rock Wealth Management
California
$351K +$101 +2 +0%
ESB
668
Essex Savings Bank
Connecticut
$348K +$76.2K +1,512 +28%
CBB
669
Citizens Business Bank
California
$348K +$140K +2,780 +67%
FHA
670
First Horizon Advisors
Tennessee
$341K -$345K -6,858 -50%
HWA
671
Heartwood Wealth Advisors
Virginia
$341K -$46.7K -927 -12%
TWM
672
Titus Wealth Management
California
$341K +$111K +2,200 +48%
WMP
673
Wealth Management Partners
Arizona
$340K
AWM
674
Accurate Wealth Management
Florida
$340K +$341K +6,773 New
RWP
675
Revolve Wealth Partners
New Jersey
$338K -$771K -15,300 -69%

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.