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JPMorgan Ultra-Short Income ETF

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: 146180 (+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: 811839 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
IWMWV
101
Ironwood Wealth Management (West Virginia)
West Virginia
$20.9M +$20.9M +417,008 New
PA
102
Planning Alternatives
Michigan
$20.4M +$12.8M +256,106 +170%
VA
103
Valmark Advisers
Ohio
$20.1M +$2.37M +47,314 +13%
MAM
104
McCarthy Asset Management
California
$19.9M +$1.06M +21,183 +6%
SWP
105
Summit Wealth Partners
Florida
$19.7M +$675K +13,458 +4%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$19.6M +$1.73M +34,555 +10%
LPT
107
Legacy Private Trust
Wisconsin
$19.3M -$5.08M -101,159 -21%
RCA
108
Reitz Capital Advisors
Michigan
$19.2M +$1.3M +25,840 +7%
TYCC
109
Texas Yale Capital Corp
Florida
$19.1M +$970K +19,341 +5%
WAM
110
Weatherly Asset Management
California
$19.1M -$849K -16,932 -4%
Jane Street
111
Jane Street
New York
$19M +$19M +379,248 New
OCM
112
One Capital Management
California
$19M -$6.76M -134,777 -26%
JWBC
113
John W. Brooker & Co
California
$18.9M +$896K +17,863 +5%
CFG
114
Citizens Financial Group
Rhode Island
$18.8M +$10.7M +212,441 +131%
TB
115
Terril Brothers
Missouri
$18.7M -$32.1M -640,615 -63%
BB
116
Berkshire Bank
Massachusetts
$18.6M -$816K -16,265 -4%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$18.5M +$2.58M +51,497 +16%
AFG
118
Albion Financial Group
Utah
$18.5M -$373K -7,428 -2%
MWM
119
Magnolia Wealth Management
Alabama
$18.5M +$502K +9,996 +3%
KFP
120
KB Financial Partners
New Jersey
$18M -$9.67M -192,700 -35%
Franklin Resources
121
Franklin Resources
California
$17.9M +$1.38M +27,503 +8%
SFI
122
SPC Financial Inc
Maryland
$17.6M +$17.6M +350,620 New
SC
123
Scotia Capital
Ontario, Canada
$17.4M +$1M +20,026 +6%
DSAM
124
Dock Street Asset Management
Florida
$17.4M -$284K -5,651 -2%
CA
125
Cornerstone Advisory
Maryland
$17.2M -$3.87M -77,163 -18%

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.