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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
FWM
201
Fortress Wealth Management
California
$9.36M -$1.24M -24,698 -12%
KP
202
Keel Point
Alabama
$9M +$757K +15,026 +9%
PA
203
Pinnacle Associates
New York
$8.94M -$811K -16,098 -8%
SPL
204
Smart Portfolios LLC
Washington
$8.84M -$3.88M -77,032 -30%
SW
205
StrongBox Wealth
Missouri
$8.75M +$2.63M +52,302 +43%
SSB
206
Sandy Spring Bank
Maryland
$8.71M +$1.09M +21,572 +14%
YIA
207
YHB Investment Advisors
Connecticut
$8.68M +$3.91M +77,638 +82%
MM
208
Main Management
California
$8.57M +$7.64M +151,639 +807%
HKIM
209
Hayek Kallen Investment Management
Alabama
$8.56M -$2.47K -49 -0%
TCM
210
Tradewinds Capital Management
Washington
$8.49M +$7.02M +139,283 +472%
CCM
211
Covington Capital Management
California
$8.22M -$1.68M -33,416 -17%
CFG
212
Citizens Financial Group
Rhode Island
$8.18M +$1.63M +32,380 +25%
AR
213
Apeiron RIA
Texas
$8.13M +$959K +19,048 +13%
MF
214
Meridian Financial
Massachusetts
$8M +$1.41M +28,009 +21%
RHP
215
Royal Harbor Partners
Texas
$7.71M +$475K +9,435 +7%
CCG
216
Chatham Capital Group
Georgia
$7.69M +$182K +3,610 +2%
PWM
217
Pinnacle Wealth Management
California
$7.68M +$1.49M +29,623 +24%
OA
218
Oxbow Advisors
Texas
$7.68M -$914K -18,142 -11%
CWA
219
Choice Wealth Advisors
Maine
$7.64M -$601K -11,932 -7%
HSG
220
Helen Stephens Group
Texas
$7.57M +$7.58M +150,575 New
PA
221
Planning Alternatives
Michigan
$7.56M +$3.62M +71,882 +92%
CPW
222
Crestmont Private Wealth
Texas
$7.41M +$132K +2,626 +2%
PA
223
Perennial Advisors
New York
$7.31M +$98.3K +1,951 +1%
CPWA
224
Cerro Pacific Wealth Advisors
California
$7.25M -$340K -6,752 -4%
CWM
225
Congress Wealth Management
Massachusetts
$7.08M -$31.4M -624,143 -82%

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.