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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
1WM
676
1900 Wealth Management
Texas
$333K +$110K +2,184 +49%
MWM
677
Minot Wealth Management
Massachusetts
$333K +$334K +6,631 New
FHB
678
First Hawaiian Bank
Hawaii
$331K -$725K -14,387 -69%
FHA
679
Flagship Harbor Advisors
Massachusetts
$331K -$25.4K -505 -7%
LF
680
Lee Financial
Texas
$329K -$8.61K -171 -3%
CA
681
CoreCap Advisors
Michigan
$327K +$324K +6,438 +9,330%
SIG
682
Spinnaker Investment Group
California
$323K +$7.76K +154 +2%
MF
683
Manchester Financial
California
$314K +$315K +6,246 New
CRCM
684
Corbett Road Capital Management
Virginia
$313K +$314K +6,233 New
FCA
685
FinTrust Capital Advisors
South Carolina
$311K -$215K -4,260 -41%
CF
686
Copperwynd Financial
Arizona
$310K -$105K -2,082 -25%
CCA
687
Childress Capital Advisors
Texas
$307K
LCWP
688
Legacy Capital Wealth Partners
Arkansas
$306K -$151K -2,999 -33%
NFSG
689
Newbridge Financial Services Group
Florida
$306K +$1.11K +22 +0.4%
PFA
690
Pathway Financial Advisors
Vermont
$303K +$304K +6,033 New
AWM
691
Avondale Wealth Management
Texas
$302K
BFIM
692
Beese Fulmer Investment Management
Ohio
$302K
BFWA
693
Benchmark Financial Wealth Advisors
Florida
$299K +$302 +6 +0.1%
JMFC
694
J.M. Forbes & Co
Massachusetts
$296K +$297K +5,891 New
MLA
695
My Legacy Advisors
Oregon
$296K +$297K +5,892 New
ACM
696
Anfield Capital Management
California
$292K -$1.28M -25,456 -81%
TIM
697
Total Investment Management
Arizona
$291K -$26.2K -521 -8%
RF
698
Resolute Financial
Massachusetts
$289K +$403 +8 +0.1%
CWA
699
Clarity Wealth Advisors
California
$288K
GT
700
Glenview Trust
Kentucky
$288K

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.