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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$45.5M +$16.1M +321,649 +55%
SI
52
Stephens Inc
Arkansas
$44.5M -$13.6M -271,958 -23%
Stifel Financial
53
Stifel Financial
Missouri
$42.9M +$7.29M +145,395 +20%
BIAS
54
Beacon Investment Advisory Services
New Jersey
$42.5M -$289K -5,752 -0.7%
NEWAS
55
N.E.W. Advisory Services
Wisconsin
$40.7M +$2.6M +51,839 +7%
AA
56
ACT Advisors
North Carolina
$40.7M -$630K -12,552 -2%
KA
57
Klingman & Associates
New York
$40.5M -$40.7M -811,404 -50%
AA
58
Acorns Advisers
California
$40M +$3.79M +75,566 +10%
MA
59
Montag & Associates
Georgia
$38.1M +$13.1M +261,323 +52%
SWM
60
Sanctuary Wealth Management
Idaho
$37.2M +$36M +717,594 +2,885%
BPWM
61
Badgley Phelps Wealth Managers
Washington
$36M +$31.9K +636 +0.1%
PAG
62
Private Advisor Group
New Jersey
$35.3M +$12.2M +242,336 +52%
AF
63
Allworth Financial
California
$35.1M -$370K -7,383 -1%
RW
64
REDW Wealth
New Mexico
$32.6M -$37.1M -738,853 -53%
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$32.3M +$3.67M +73,102 +13%
AC
66
Abbrea Capital
California
$30.9M -$5.24M -104,388 -14%
FM
67
Foster & Motley
Ohio
$30.7M -$13.6M -271,710 -31%
QCG
68
Quadrant Capital Group
Ohio
$30.6M -$3.24M -64,483 -10%
H6H
69
Hightower 6M Holding
Kansas
$30.4M -$2.05M -40,818 -6%
SQA
70
Simon Quick Advisors
New Jersey
$29.1M +$29.1M +580,878 New
ACG
71
Allen Capital Group
Nebraska
$28.6M +$820K +16,351 +3%
WSFS
72
Wilmington Savings Fund Society
Delaware
$28.5M +$2.14M +42,595 +8%
DAS
73
Dynamic Advisor Solutions
Arizona
$28.4M +$2.56M +51,061 +10%
MC
74
McMorgan & Co
California
$28.4M +$16.6M +330,318 +140%
LNC
75
Lincoln National Corp
Pennsylvania
$28.3M +$3.1M +61,793 +12%

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.