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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
GDP
701
Great Diamond Partners
Maine
$308K +$309K +6,160 New
CCA
702
Childress Capital Advisors
Texas
$306K
MF
703
Manchester Financial
California
$304K -$9.03K -180 -3%
NFSG
704
Newbridge Financial Services Group
Florida
$304K -$201 -4 -0.1%
FFA
705
Founders Financial Alliance
North Carolina
$302K +$303K +6,032 New
AWM
706
Avondale Wealth Management
Texas
$301K
CS
707
Credit Suisse
Switzerland
$299K -$94.8K -1,890 -24%
ACM
708
Anfield Capital Management
California
$299K +$7.98K +159 +3%
LGWM
709
Litman Gregory Wealth Management
California
$299K +$300K +5,970 New
PGF
710
Plan Group Financial
Oklahoma
$299K +$300K +5,983 New
BFWA
711
Benchmark Financial Wealth Advisors
Florida
$298K +$602 +12 +0.2%
EWM
712
EPG Wealth Management
Georgia
$296K -$177K -3,533 -37%
TDC
713
Thompson Davis & Co
Virginia
$290K -$178K -3,550 -38%
BRA
714
Biechele Royce Advisors
Indiana
$290K -$60K -1,195 -17%
RF
715
Resolute Financial
Massachusetts
$288K +$602 +12 +0.2%
GT
716
Glenview Trust
Kentucky
$287K
SPFA
717
Summit Place Financial Advisors
New Jersey
$285K -$208K -4,150 -42%
CWM
718
Connecticut Wealth Management
Connecticut
$282K +$283K +5,632 New
CAMG
719
CWA Asset Management Group
Florida
$276K +$277K +5,515 New
LAS
720
Lloyd Advisory Services
Georgia
$273K -$5.3M -105,641 -95%
RA
721
Riverstone Advisors
Texas
$273K
CFGS
722
Concourse Financial Group Securities
Alabama
$273K +$38.6K +769 +16%
RTS
723
Round Table Services
New Jersey
$271K +$272K +5,413 New
NB
724
NBT Bank
New York
$267K +$50.2K +1,000 +23%
BRWA
725
B. Riley Wealth Advisors
Florida
$262K -$17K -338 -6%

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.