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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
5L
151
55I LLC
Massachusetts
$13.1M -$45.8M -909,255 -78%
PA
152
Prism Advisors
California
$12.9M +$843K +16,739 +7%
AIP
153
Almanack Investment Partners
Pennsylvania
$12.9M -$1.85M -36,780 -13%
BA
154
Bristlecone Advisors
Washington
$12.9M +$2.55M +50,592 +25%
VIA
155
Vickerman Investment Advisors
Washington
$12.8M -$548K -10,882 -4%
TIAM2
156
Tru Independence Asset Management 2
Oregon
$12.8M +$4.7M +93,384 +58%
KAS
157
Kestra Advisory Services
Texas
$12.8M +$4.83M +95,894 +60%
EWA
158
EP Wealth Advisors
California
$12.8M +$653K +12,974 +5%
FWM
159
Frontier Wealth Management
Missouri
$12.7M -$3.07M -60,995 -19%
CAM
160
Cresset Asset Management
Illinois
$12.6M -$5.57M -110,598 -31%
FWP
161
FAS Wealth Partners
Kansas
$12.5M -$1.15M -22,844 -8%
VNA
162
Valley National Advisers
Pennsylvania
$12.5M -$4.67M -92,736 -27%
PSIWM
163
Paradigm Strategies in Wealth Management
Minnesota
$12.4M -$26.4K -525 -0.2%
SF
164
Symphony Financial
Texas
$12.4M -$6.1M -121,198 -33%
MFP
165
Meridian Financial Partners
Virginia
$12.2M +$212K +4,210 +2%
SCM
166
Stonehearth Capital Management
Massachusetts
$12.1M +$12.1M +240,141 New
HCA
167
Horan Capital Advisors
Ohio
$12M -$103K -2,045 -0.8%
KCM
168
Kendall Capital Management
Maryland
$12M +$939K +18,652 +9%
ATPW
169
Ashton Thomas Private Wealth
Arizona
$11.9M +$2.81M +55,732 +31%
MC
170
McMorgan & Co
California
$11.9M -$45.8M -908,905 -79%
CTC
171
Central Trust Company
Missouri
$11.8M +$2.39M +47,400 +25%
MML Investors Services
172
MML Investors Services
Massachusetts
$11.5M +$5.82M +115,453 +102%
PWM
173
Prentice Wealth Management
New York
$11.4M +$5.68M +112,798 +98%
HWM
174
Hohimer Wealth Management
Washington
$11.2M +$11.2M +222,290 New
FA
175
Fountainhead AM
New Jersey
$11.1M -$3.4M -67,510 -23%

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.