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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
GCA
176
Gradient Capital Advisors
California
$11M -$1.96M -38,969 -15%
EL
177
Essex LLC
Illinois
$10.8M +$4.97M +98,589 +85%
FA
178
FDx Advisors
Illinois
$10.7M -$1.1M -21,764 -9%
FPOC
179
Financial Planners of Cleveland
Ohio
$10.7M +$9.12M +181,112 +563%
KL
180
KWMG LLC
Kansas
$10.7M +$265K +5,257 +3%
EWA
181
Encompass Wealth Advisors
Oregon
$10.6M -$8.51K -169 -0.1%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$10.5M -$305K -6,057 -3%
Truist Financial
183
Truist Financial
North Carolina
$10.4M +$3.57M +70,796 +52%
MAC
184
Mason & Associates (California)
California
$10.4M +$10.4M +205,942 New
SFA
185
Souders Financial Advisors
Ohio
$10M +$487K +9,672 +5%
LA
186
LexAurum Advisors
Kansas
$9.99M -$2.42M -48,123 -19%
AIC
187
Archer Investment Corporation
Indiana
$9.84M -$908K -18,025 -8%
GWM
188
Geneos Wealth Management
Colorado
$9.8M -$157K -3,121 -2%
FF
189
FourThought Financial
Florida
$9.6M -$1.76M -35,025 -15%
EWM
190
Elmwood Wealth Management
California
$9.55M -$1.13M -22,485 -11%
MIAN
191
Mariner Independent Advisor Network
Kansas
$9.54M -$160K -3,182 -2%
LWA
192
Lowe Wealth Advisors
Maryland
$9.54M +$119K +2,367 +1%
LC
193
Legacy CG
Texas
$9.53M -$989K -19,634 -9%
GWS
194
Glassman Wealth Services
Virginia
$9.51M -$42.4K -842 -0.4%
CFGF
195
Compass Financial Group (Florida)
Florida
$9.48M -$68.4K -1,357 -0.7%
WCM
196
Wunderlich Capital Managemnt
Tennessee
$9.47M +$4.41M +87,604 +87%
NP
197
NorthRock Partners
Minnesota
$9.46M -$4.47M -88,790 -32%
FM
198
Family Management
New York
$9.45M +$1.72M +34,083 +22%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$9.42M +$333K +6,615 +4%
TGAM
200
TBH Global Asset Management
Tennessee
$9.38M +$4.01M +79,709 +75%

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.