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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
ME
776
McIlrath & Eck
Washington
$49K +$48.7K +966 New
M1FG
777
Mach-1 Financial Group
Arkansas
$48K -$105K -2,078 -68%
SWA
778
SOA Wealth Advisors
New York
$47K
SFA
779
Semmax Financial Advisors
North Carolina
$45K
LWA
780
Lenox Wealth Advisors
New York
$40K +$40K +795 New
SAM
781
Strategic Asset Management
Minnesota
$36K -$10.3K -205 -22%
FAG
782
Fortitude Advisory Group
Washington
$31K +$31.3K +621 New
GTAM
783
Global Trust Asset Management
Florida
$27K +$50 +1 +0.2%
RG
784
Retirement Group
California
$26K
NSIM
785
North Star Investment Management
Illinois
$24K -$24.1K -479 -50%
DB
786
Dravo Bay
Delaware
$21K +$21K +417 New
ACM
787
Antonetti Capital Management
Florida
$20K
PCTC
788
Perkins Coie Trust Company
Washington
$20K +$20.1K +400 New
PP
789
Pacifica Partners
Canada
$18K +$17.9K +356 New
First Manhattan
790
First Manhattan
New York
$18K +$18.8K +374 New
SIS
791
Sound Income Strategies
Florida
$16K -$43K -854 -72%
BCMLT
792
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K +$16.7K +332 New
EAM
793
Eukles Asset Management
Ohio
$14K
CAGAS
794
Capital Advisory Group Advisory Services
Minnesota
$13K +$13.3K +265 New
PCG
795
Private Capital Group
Connecticut
$12K +$11.9K +237 New
C
796
Covestor
United Kingdom
$11K +$50 +1 +0.5%
RDFA
797
Ritter Daniher Financial Advisory
Ohio
$11K +$11K +218 New
PNC Financial Services Group
798
PNC Financial Services Group
Pennsylvania
$10K
SCA
799
Stonebridge Capital Advisors
Minnesota
$10K
CIBC Private Wealth Group
800
CIBC Private Wealth Group
Georgia
$8K +$7.91K +157 New

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.