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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
PWP
676
Principle Wealth Partners
Connecticut
$364K -$396K -7,888 -52%
1WM
677
1900 Wealth Management
Texas
$357K +$24.8K +495 +7%
ESB
678
Essex Savings Bank
Connecticut
$356K +$10K +200 +3%
VIM
679
Vista Investment Management
Pennsylvania
$356K +$357K +7,108 New
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$352K +$85K +1,694 +32%
PFO
681
Pathstone Family Office
New Jersey
$351K +$351K +7,000 New
CRWM
682
Castle Rock Wealth Management
California
$350K +$251 +5 +0.1%
LF
683
Lee Financial
Texas
$350K +$22.1K +441 +7%
SLWA
684
San Luis Wealth Advisors
California
$349K -$61.4K -1,223 -15%
BWM
685
BCGM Wealth Management
Indiana
$345K -$99.6K -1,985 -22%
LAS
686
LWM Advisory Services
Florida
$345K +$345K +6,881 New
PG
687
Patten Group
Tennessee
$344K +$71.3K +1,421 +26%
CFD
688
Creative Financial Designs
Indiana
$340K -$126K -2,509 -27%
HWA
689
Heartwood Wealth Advisors
Virginia
$340K
RWP
690
Revolve Wealth Partners
New Jersey
$337K
FHB
691
First Hawaiian Bank
Hawaii
$327K -$2.31K -46 -0.7%
PFA
692
Plotkin Financial Advisors
Maryland
$325K -$78.3K -1,561 -19%
QWM
693
Quaker Wealth Management
New Jersey
$322K -$259K -5,168 -45%
WMP
694
Wealth Management Partners
Arizona
$320K -$50.2K -1,000 -14%
MA
695
MJP Associates
Connecticut
$317K -$104K -2,076 -25%
CA
696
Calton & Associates
Florida
$313K -$476K -9,484 -60%
HKAM
697
Horizon Kinetics Asset Management
New York
$313K -$158K -3,151 -34%
CFO
698
Collective Family Office
Pennsylvania
$313K -$133K -2,660 -30%
CWM
699
Curi Wealth Management
North Carolina
$313K -$67.2K -1,340 -18%
PG
700
Proffitt & Goodson
Tennessee
$312K -$46.9K -934 -13%

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.