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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$410M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$316M |
| 3 |
FDCC
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
+$197M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$110M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
-$417M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$159M |
| 3 |
S
SignatureFD
Atlanta,
Georgia
|
-$102M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$43.5M |
| 5 |
KA
Klingman & Associates
New York
|
-$40.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAGAS
901
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$13K | -265 | Closed |
|
|
LWMNY
902
Landmark Wealth Management (New York)
Melville,
New York
| – | -$258 | -258 | Closed |
|
903
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$8K | -157 | Closed |
|
|
WA
904
Win Advisors
Palm Beach Gardens,
Florida
| – | -$4K | -80 | Closed |
|
|
BFC
905
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$3K | -51 | Closed |
|
|
BWFA
906
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| – | -$358K | -17 | Closed |
|
|
M
907
MOTCO
San Antonio,
Texas
| – | -$1K | -17 | 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.