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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
CCFM
701
Clear Creek Financial Management
Washington
$281K +$10.9K +217 +4%
BRWA
702
B. Riley Wealth Advisors
Florida
$281K +$280K +5,557 New
RCM
703
Raleigh Capital Management
North Carolina
$279K +$278K +5,512 +17,781%
ICP
704
Interchange Capital Partners
Pennsylvania
$278K +$279K +5,548 New
FFA
705
Fragasso Financial Advisors
Pennsylvania
$276K +$277K +5,490 New
PG
706
Patten Group
Tennessee
$274K -$4.48K -89 -2%
RA
707
Riverstone Advisors
Texas
$274K
AOG
708
Alpha Omega Group
Virginia
$270K -$14.9K -295 -5%
WWM
709
Windsor Wealth Management
Indiana
$270K +$504 +10 +0.2%
PFGIA
710
Patriot Financial Group Insurance Agency
Massachusetts
$269K -$46.3K -920 -15%
FT
711
Fiduciary Trust
Massachusetts
$261K +$262K +5,200 New
DE
712
Day & Ennis
Georgia
$260K
FFS
713
Founders Financial Securities
Maryland
$257K -$41.8K -829 -14%
HBT
714
Heartland Bank & Trust
Illinois
$255K +$256K +5,076 New
EAM
715
Evanson Asset Management
California
$252K
FPCP
716
Fort Point Capital Partners
California
$252K
ACP
717
Ashfield Capital Partners
California
$251K
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$251K
KIA
719
Kraematon Investment Advisors
Massachusetts
$251K +$252K +5,000 New
CP
720
Covenant Partners
Tennessee
$249K +$249K +4,944 New
BCA
721
Bay Colony Advisors
Massachusetts
$247K -$5.59K -111 -2%
BAM
722
Belpointe Asset Management
Nevada
$244K +$245K +4,871 New
3F
723
360 Financial
Minnesota
$242K +$242K +4,811 New
PWMG
724
Provence Wealth Management Group
California
$240K -$51.2K -1,017 -18%
RCA
725
Resonant Capital Advisors
Wisconsin
$239K -$30.2K -600 -11%

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.