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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
BB
101
Berkshire Bank
Massachusetts
$19.5M +$531K +10,533 +3%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$19.3M +$12.4M +245,566 +177%
SSWM
103
Smith Salley Wealth Management
North Carolina
$19.1M -$13.7M -272,857 -42%
SWP
104
Summit Wealth Partners
Florida
$19.1M +$745K +14,789 +4%
PIA
105
Pinion Investment Advisors
Kansas
$18.9M -$2M -39,694 -10%
MAM
106
McCarthy Asset Management
California
$18.9M -$321K -6,372 -2%
AFG
107
Albion Financial Group
Utah
$18.9M +$303K +6,016 +2%
AIA
108
Arbor Investment Advisors
North Carolina
$18.5M +$805K +15,985 +5%
TYCC
109
Texas Yale Capital Corp
Florida
$18.2M +$216K +4,286 +1%
JWBC
110
John W. Brooker & Co
California
$18.1M +$613K +12,166 +3%
MWM
111
Magnolia Wealth Management
Alabama
$18M +$18.1M +358,685 New
RCA
112
Reitz Capital Advisors
Michigan
$18M +$6.19M +122,956 +52%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$17.9M -$4.64M -92,105 -21%
VA
114
Valmark Advisers
Ohio
$17.8M +$6.15M +122,126 +53%
DSAM
115
Dock Street Asset Management
Florida
$17.7M +$2.04M +40,464 +13%
AC
116
Asio Capital
Kentucky
$17.7M +$4.98M +98,895 +39%
Neuberger Berman Group
117
Neuberger Berman Group
New York
$17.1M -$869K -17,260 -5%
Franklin Resources
118
Franklin Resources
California
$16.6M -$1.87M -37,214 -10%
BTWM
119
Baker Tilly Wealth Management
Wisconsin
$16.5M -$408K -8,092 -2%
TNB
120
Thomasville National Bank
Georgia
$16.5M -$125K -2,484 -0.8%
SC
121
Scotia Capital
Ontario, Canada
$16.5M +$642K +12,743 +4%
FWM
122
Foresight Wealth Management
Utah
$16.1M -$5.56M -110,353 -26%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$16M +$9.68M +192,181 +153%
MRCM
124
M&R Capital Management
New Jersey
$16M +$2.42M +48,033 +18%
RWA
125
Roberts Wealth Advisors
California
$15.9M -$483K -9,586 -3%

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.