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JPMorgan Ultra-Short Income ETF
JPST

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: 146 → 180 (+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: 811 → 839 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$410M
2
GC
Grimes & Company
Massachusetts
+$316M
3
FDCC
Foster Dykema Cabot & Co
Massachusetts
+$197M
4
Bank of America
Bank of America
North Carolina
+$110M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$105M

Top Sellers

Rank Fund Capital Flow
1
SLF
Sun Life Financial
Ontario, Canada
-$417M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$159M
3
S
SignatureFD
Georgia
-$102M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$43.5M
5
KA
Klingman & Associates
New York
-$40.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
851
Adell Harriman & Carpenter
Texas
– -$2.12M -42,215 Closed
FWM
852
Forefront Wealth Management
Pennsylvania
– -$2.01M -40,012 Closed
SOS
853
Silver Oak Securities
Tennessee
– -$1.64M -32,665 Closed
GF
854
Gries Financial
Ohio
– -$1.54M -30,665 Closed
MSS
855
Mitchell Sinkler & Starr
Pennsylvania
– -$1.43M -28,500 Closed
MFG
856
Merit Financial Group
Georgia
– -$1.11M -22,139 Closed
ADBIC
857
A.D. Beadell Investment Counsel
Wisconsin
– -$1.01M -20,100 Closed
WTC
858
WhitTier Trust Company
Nevada
– -$892K -17,746 Closed
OMC
859
Old Mission Capital
Illinois
– -$797K -15,862 Closed
BTIM
860
BancFirst Trust & Investment Management
Oklahoma
– -$718K -14,278 Closed
BWM
861
BlackDiamond Wealth Management
New York
– -$642K -12,763 Closed
RCAG
862
Rehmann Capital Advisory Group
Michigan
– -$617K -12,274 Closed
FFG
863
Ford Financial Group
California
– -$610K -12,143 Closed
Northern Trust
864
Northern Trust
Illinois
– -$5K -10,294 Closed
BAMG
865
Brand Asset Management Group
Missouri
– -$517K -10,285 Closed
CWM
866
CCG Wealth Management
California
– -$494K -9,827 Closed
BFG
867
Bouchey Financial Group
New York
– -$471K -9,366 Closed
EGWAG
868
Elwood & Goetz Wealth Advisory Group
Georgia
– -$454K -9,034 Closed
USCWA
869
U.S. Capital Wealth Advisors
Texas
– -$452K -9,000 Closed
CF
870
Centaurus Financial
California
– -$438K -8,711 Closed
SAM
871
Secure Asset Management
Michigan
– -$384K -7,645 Closed
RMAM
872
Raab & Moskowitz Asset Management
New Jersey
– -$364K -7,243 Closed
EVM
873
Eaton Vance Management
Massachusetts
– -$352K -7,000 Closed
AWM
874
Accurate Wealth Management
Florida
– -$340K -6,773 Closed
SIG
875
Spinnaker Investment Group
California
– -$323K -6,434 Closed
33 34
35
36 37

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.