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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
SF
76
Synovus Financial
Georgia
$27.7M -$2.29M -45,552 -8%
WSFS
77
Wilmington Savings Fund Society
Delaware
$26.5M +$543K +10,776 +2%
REMPR
78
Roof Eidam Maycock Peralta (REMP)
California
$26.2M +$23.5M +465,788 +837%
DAS
79
Dynamic Advisor Solutions
Arizona
$25.9M -$494K -9,814 -2%
DWM
80
Destination Wealth Management
California
$25.9M +$1.57M +31,088 +6%
OCM
81
One Capital Management
California
$25.8M -$440K -8,739 -2%
EK
82
Evensky & Katz
Florida
$25.4M +$836K +16,600 +3%
LNC
83
Lincoln National Corp
Pennsylvania
$25.3M +$13.7M +272,958 +119%
MA
84
Montag & Associates
Georgia
$25.1M +$1.79M +35,497 +8%
MSA
85
Mason Street Advisors
Wisconsin
$24.8M
JIP
86
Jaffetilchin Investment Partners
Florida
$24.6M +$20.4M +404,468 +474%
LPT
87
Legacy Private Trust
Wisconsin
$24.4M +$3.91M +77,641 +19%
MWM
88
Mascoma Wealth Management
New Hampshire
$23.7M +$3.39M +67,207 +17%
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$23.6M +$242K +4,808 +1%
PAG
90
Private Advisor Group
New Jersey
$23.2M +$1.75M +34,834 +8%
PWA
91
Peterson Wealth Advisors
Utah
$23.1M +$196K +3,898 +0.9%
WIC
92
Woodmont Investment Counsel
Tennessee
$22.7M +$531K +10,539 +2%
IA
93
IFP Advisors
Florida
$22.5M +$14.8M +294,453 +193%
NA
94
Nottingham Advisors
New York
$21.8M -$15M -297,649 -41%
BA
95
Bridgewater Advisors
New York
$21.6M +$431K +8,547 +2%
CA
96
Cornerstone Advisory
Maryland
$21.2M -$3.28M -65,067 -13%
WPW
97
Waldron Private Wealth
Pennsylvania
$21.1M -$24.1M -477,658 -53%
IWC
98
Integrated Wealth Concepts
Massachusetts
$20.9M +$20.6M +408,635 +6,585%
CCA
99
Cobblestone Capital Advisors
New York
$20.7M -$212K -4,201 -1%
WAM
100
Weatherly Asset Management
California
$20M -$8.87K -176 -0%

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.