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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
VWM
851
Vigilare Wealth Management
Arizona
-$221K -4,375 Closed
KWM
852
Kaydan Wealth Management
Michigan
-$214K -4,247 Closed
BWM
853
BNC Wealth Management
Oregon
-$204K -4,039 Closed
RA
854
Rise Advisors
New York
-$203K -4,016 Closed
AAIM
855
Asset Advisors Investment Management
Georgia
-$202K -4,000 Closed
JFL
856
Jarislowsky, Fraser Ltd
Quebec, Canada
-$201K -4,000 Closed
FPB
857
First PREMIER Bank
South Dakota
-$99K -1,970 Closed
CI
858
CAZ Investments
Texas
-$85K -1,685 Closed
EBA
859
Eagle Bay Advisors
New York
-$77K -1,533 Closed
GSWM
860
Golden State Wealth Management
California
-$66K -1,299 Closed
CC
861
Commons Capital
Massachusetts
-$51K -1,005 Closed
PMFA
862
Plante Moran Financial Advisors
Michigan
-$50K -1,000 Closed
SFM
863
Signet Financial Management
New Jersey
-$43K -857 Closed
LWM
864
Liberty Wealth Management
California
-$41K -812 Closed
OC
865
Oakworth Capital
Alabama
-$39K -772 Closed
MAM
866
Meeder Asset Management
Ohio
-$30K -596 Closed
CWS
867
Confluence Wealth Services
Pennsylvania
-$29K -592 Closed
DHGWA
868
Dixon Hughes Goodman Wealth Advisors
North Carolina
-$29.7K -590 Closed
SQA
869
Simon Quick Advisors
New Jersey
-$22K -442 Closed
Bessemer Group
870
Bessemer Group
New Jersey
-$22K -439 Closed
CFCI
871
Comprehensive Financial Consultants Institutional
Indiana
-$20K -407 Closed
UFF
872
USA Financial Formulas
Michigan
-$15K -305 Closed
SFG
873
Steward Financial Group
Texas
-$1K -33 Closed
HFS
874
Hantz Financial Services
Michigan
-$1K -10 Closed
SPWM
875
Spartan Planning & Wealth Management
North Carolina
+$201 +4 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.