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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
BEI
826
Benjamin Edwards Inc
Missouri
$7K +$6.67K +133 New
PMFA
827
Plante Moran Financial Advisors
Michigan
$5K +$5.02K +100 New
BRWM
828
B. Riley Wealth Management
Tennessee
$4.56K +$2.85M +56,783 +166%
HWMA
829
Heritage Wealth Management (Arizona)
Arizona
$3.21K
EWA
830
EverSource Wealth Advisors
Alabama
$3K
CAAS
831
Capital Asset Advisory Services
Michigan
$3K +$2.71K +54 New
BW
832
Bison Wealth
Georgia
$2K -$722K -14,388 -100%
RA
833
Rise Advisors
New York
$2K +$1.86K +37 New
FCMT
834
Founders Capital Management (Texas)
Texas
$2K +$2.26K +45 New
AR
835
Apeiron RIA
Texas
$1.01K -$220K -4,390 -3%
SFC
836
SYM Financial Corp
Indiana
$1K -$1.35K -27 -49%
PPWM
837
PFG Private Wealth Management
Florida
$1K +$1K +20 New
FGAM
838
Financial Gravity Asset Management
Texas
$574
WIM
839
Westside Investment Management
California
$200 +$201K +4,000 New
5L
840
55I LLC
Massachusetts
-$13.1M -259,855 Closed
FPOC
841
Financial Planners of Cleveland
Ohio
-$10.7M -213,280 Closed
TGAM
842
TBH Global Asset Management
Tennessee
-$9.38M -186,590 Closed
CWA
843
Choice Wealth Advisors
Maine
-$7.64M -152,094 Closed
CWM
844
Congress Wealth Management
Massachusetts
-$7.08M -140,848 Closed
HIM
845
Harbour Investment Management
Washington
-$7.08M -140,839 Closed
BNP Paribas Financial Markets
846
BNP Paribas Financial Markets
France
-$4.28M -85,133 Closed
PAG
847
Paladin Advisory Group
Iowa
-$4.04M -80,437 Closed
PCWA
848
Pacific Capital Wealth Advisors
California
-$3.33M -66,190 Closed
SC
849
Slow Capital
California
-$2.93M -58,300 Closed
SCP
850
Syntal Capital Partners
Texas
-$2.56M -50,848 Closed

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.