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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
CF
876
Copperwynd Financial
Arizona
– -$310K -6,170 Closed
BFIM
877
Beese Fulmer Investment Management
Ohio
– -$302K -6,000 Closed
MLA
878
My Legacy Advisors
Oregon
– -$296K -5,892 Closed
TIM
879
Total Investment Management
Arizona
– -$291K -5,794 Closed
ICP
880
Interchange Capital Partners
Pennsylvania
– -$278K -5,548 Closed
WWM
881
Windsor Wealth Management
Indiana
– -$270K -5,371 Closed
FT
882
Fiduciary Trust
Massachusetts
– -$261K -5,200 Closed
DE
883
Day & Ennis
Georgia
– -$260K -5,174 Closed
ACP
884
Ashfield Capital Partners
California
– -$251K -5,000 Closed
PWMG
885
Provence Wealth Management Group
California
– -$240K -4,779 Closed
RCA
886
Resonant Capital Advisors
Wisconsin
– -$239K -4,753 Closed
WCP
887
Wick Capital Partners
Pennsylvania
– -$237K -4,716 Closed
TI
888
Trexquant Investment
Connecticut
– -$230K -4,575 Closed
CWA
889
Canvas Wealth Advisors
Kansas
– -$212K -4,221 Closed
CSA
890
Cottage Street Advisors
Massachusetts
– -$206K -4,090 Closed
CAN
891
Claraphi Advisory Network
United States
– -$204K -4,049 Closed
SIA
892
Sage Investment Advisers
New York
– -$201K -4,000 Closed
NLP
893
Next Level Private
New York
– -$200K -3,970 Closed
QC
894
Quent Capital
New York
– -$177K -3,513 Closed
AWM
895
Atticus Wealth Management
Florida
– -$125K -2,490 Closed
BWM
896
BerganKDV Wealth Management
Minnesota
– -$56K -1,108 Closed
FAG
897
Fortitude Advisory Group
Washington
– -$31K -621 Closed
DB
898
Dravo Bay
Delaware
– -$21K -417 Closed
PCTC
899
Perkins Coie Trust Company
Washington
– -$20K -400 Closed
First Manhattan
900
First Manhattan
New York
– -$18K -374 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.