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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
FF
176
Financial Futures
New Jersey
$11.5M +$6.82M +136,009 +144%
SHGA
177
Sand Hill Global Advisors
California
$11.5M -$1.73M -34,577 -13%
FWP
178
FAS Wealth Partners
Kansas
$11.3M -$1.12M -22,293 -9%
LPWM
179
Lake Point Wealth Management
Texas
$11.1M +$11.2M +222,500 New
AI
180
Atria Investments
North Carolina
$11.1M +$4.86M +96,860 +77%
HH
181
Hilltop Holdings
Texas
$11.1M +$9.9M +197,421 +815%
SW
182
StrongBox Wealth
Missouri
$11M +$2.23M +44,520 +26%
KP
183
Keel Point
Alabama
$10.8M +$1.84M +36,637 +20%
HCA
184
Horan Capital Advisors
Ohio
$10.7M -$1.23M -24,527 -10%
MWC
185
MBM Wealth Consultants
Missouri
$10.7M +$10.7M +213,140 New
EL
186
Essex LLC
Illinois
$10.7M -$116K -2,315 -1%
HI
187
Harbour Investments
Wisconsin
$10.6M +$10.6M +211,936 New
KL
188
KWMG LLC
Kansas
$10.4M -$294K -5,864 -3%
SSWM
189
Smith Salley Wealth Management
North Carolina
$10.3M -$8.76M -174,681 -46%
SFA
190
Souders Financial Advisors
Ohio
$10.2M +$202K +4,022 +2%
UB
191
UMB Bank
Missouri
$10.2M -$3.54M -70,547 -26%
FF
192
FourThought Financial
Florida
$10.1M +$473K +9,424 +5%
YIA
193
YHB Investment Advisors
Connecticut
$10M +$1.37M +27,282 +16%
EWA
194
Encompass Wealth Advisors
Oregon
$9.83M -$779K -15,524 -7%
GWM
195
Geneos Wealth Management
Colorado
$9.76M +$18.3K +364 +0.2%
LWA
196
Lowe Wealth Advisors
Maryland
$9.73M +$231K +4,614 +2%
CFGF
197
Compass Financial Group (Florida)
Florida
$9.59M +$140K +2,783 +1%
FA
198
Fountainhead AM
New Jersey
$9.53M -$1.49M -29,675 -13%
LA
199
LexAurum Advisors
Kansas
$9.44M -$519K -10,350 -5%
CPWA
200
Cerro Pacific Wealth Advisors
California
$9.41M +$2.19M +43,658 +30%

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.