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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
AWM
751
Atticus Wealth Management
Florida
$125K
AIM
752
Acropolis Investment Management
Missouri
$124K +$124K +2,465 New
SC
753
SouthState Corp
Florida
$122K -$92K -1,827 -43%
HWA
754
HHM Wealth Advisors
Tennessee
$119K -$377K -7,480 -76%
CA
755
Clearstead Advisors
Ohio
$116K
AWM
756
Avior Wealth Management
Nebraska
$115K +$151 +3 +0.1%
WWM
757
Wolff Wiese Magana
California
$108K +$101 +2 +0.1%
Toronto Dominion Bank
758
Toronto Dominion Bank
Ontario, Canada
$106K
GIA
759
GHP Investment Advisors
Colorado
$104K +$105K +2,079 New
GI
760
Gradient Investments
Minnesota
$99K
LFG
761
Larson Financial Group
Missouri
$97K
BWL
762
Bogart Wealth LLC
Virginia
$83K
HNB
763
Huntington National Bank
Ohio
$82K
TWC
764
TD Waterhouse Canada
Ontario, Canada
$81.8K -$79.5K -1,578 -51%
SWM
765
Sugarloaf Wealth Management
Georgia
$80K +$101 +2 +0.1%
MA
766
MUFG Americas
New York
$75K +$74.9K +1,488 New
TFS
767
TrustCore Financial Services
Tennessee
$70K
WAM
768
Worth Asset Management
Texas
$65K +$65K +1,290 New
CIAS
769
CFS Investment Advisory Services
New Jersey
$64K +$157M +3,124,232 +4,474%
AWM
770
AllSquare Wealth Management
New York
$61K -$65.5K -1,300 -52%
AWM
771
Accel Wealth Management
Iowa
$59K -$40.3K -800 -40%
BWM
772
BerganKDV Wealth Management
Minnesota
$56K
National Bank of Canada
773
National Bank of Canada
Quebec, Canada
$51K -$16.5K -328 -24%
HDIM
774
Hanson & Doremus Investment Management
Vermont
$50K
CWA
775
Clearview Wealth Advisors
Oregon
$49K -$20.1K -400 -29%

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.