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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
NCM
51
Nelson Capital Management
California
$39.2M -$2.42M -47,999 -6%
NEWAS
52
N.E.W. Advisory Services
Wisconsin
$38.7M -$5.91M -117,371 -13%
PWAC
53
Private Wealth Advisors (California)
California
$38.2M +$42.2K +838 +0.1%
AA
54
Acorns Advisers
California
$36.4M +$3.2M +63,627 +10%
AC
55
Abbrea Capital
California
$36.2M -$2.35M -46,595 -6%
BPWM
56
Badgley Phelps Wealth Managers
Washington
$36.1M +$19.6M +390,009 +119%
Stifel Financial
57
Stifel Financial
Missouri
$35.7M +$2.35M +46,634 +7%
AF
58
Allworth Financial
California
$35.6M +$4.28M +84,955 +14%
HighTower Advisors
59
HighTower Advisors
Illinois
$35.3M +$16.5M +327,888 +88%
AP
60
Appleton Partners
Massachusetts
$34.6M +$2.65M +52,565 +8%
SFS
61
Sowell Financial Services
Arkansas
$34.4M +$19.3M +384,164 +131%
QCG
62
Quadrant Capital Group
Ohio
$34M -$2.35M -46,558 -6%
FCIM
63
Fairview Capital Investment Management
California
$33.4M +$7.53M +149,414 +29%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33M +$1.56M +31,048 +5%
H6H
65
Hightower 6M Holding
Kansas
$32.6M +$32.7M +648,651 New
SIA
66
Soltis Investment Advisors
Utah
$32.1M +$355K +7,050 +1%
RCM
67
Requisite Capital Management
Texas
$32M +$7.52M +149,374 +31%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$29.5M -$1.25M -24,746 -4%
FFWA
69
FRG Family Wealth Advisors
Washington
$29.4M -$275K -5,465 -0.9%
BO
70
BRR OpCo
Ohio
$29.4M -$6.99M -138,797 -19%
JWM
71
Janiczek Wealth Management
Colorado
$28.9M +$29M +575,268 New
TNBTD
72
Trustmark National Bank Trust Department
Mississippi
$28.8M -$8.68M -172,264 -23%
GG
73
Greenwood Gearhart
Arkansas
$28.4M +$6.73M +133,698 +31%
ACG
74
Allen Capital Group
Nebraska
$27.9M -$5.44M -108,026 -16%
KFP
75
KB Financial Partners
New Jersey
$27.8M +$1.1M +21,768 +4%

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.