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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
AIC
201
Archer Investment Corporation
Indiana
$9.4M -$407K -8,112 -4%
EWM
202
Elmwood Wealth Management
California
$9.27M -$240K -4,779 -3%
WCM
203
Wunderlich Capital Managemnt
Tennessee
$9.09M -$350K -6,983 -4%
CAWM
204
Capital Advisors Wealth Management
Washington
$9.04M +$4.47M +89,121 +98%
CSWG
205
Cardinal Strategic Wealth Guidance
Kentucky
$8.99M -$4.51M -89,837 -33%
PWM
206
Prentice Wealth Management
New York
$8.99M -$2.41M -47,956 -21%
MIAN
207
Mariner Independent Advisor Network
Kansas
$8.95M -$557K -11,106 -6%
FA
208
FDx Advisors
Illinois
$8.91M -$1.8M -35,850 -17%
SA
209
Stewardship Advisors
Pennsylvania
$8.88M +$1.86M +37,071 +26%
DADC
210
D.A. Davidson & Co
Montana
$8.87M +$5.72M +114,025 +181%
FM
211
Family Management
New York
$8.77M -$654K -13,030 -7%
DWM
212
Doyle Wealth Management
Florida
$8.71M +$7.87M +156,949 +931%
AWE
213
Avidian Wealth Enterprises
Texas
$8.52M +$1.92M +38,208 +29%
LC
214
Legacy CG
Texas
$8.51M -$986K -19,655 -10%
HKIM
215
Hayek Kallen Investment Management
Alabama
$8.43M -$108K -2,148 -1%
FWM
216
Frontier Wealth Management
Missouri
$8.2M -$4.45M -88,742 -35%
SSB
217
Sandy Spring Bank
Maryland
$8.2M -$480K -9,568 -6%
EWA
218
EP Wealth Advisors
California
$8.15M -$4.62M -92,077 -36%
SPL
219
Smart Portfolios LLC
Washington
$8.13M -$692K -13,786 -8%
GCA
220
Gradient Capital Advisors
California
$8.04M -$2.92M -58,201 -27%
KCM
221
Kendall Capital Management
Maryland
$8.03M -$3.9M -77,700 -33%
OA
222
Oxbow Advisors
Texas
$7.99M +$336K +6,690 +4%
Members Trust
223
Members Trust
Florida
$7.91M -$6.14M -122,284 -44%
MF
224
Meridian Financial
Massachusetts
$7.84M -$128K -2,548 -2%
SF
225
Symphony Financial
Texas
$7.83M -$4.53M -90,382 -37%

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.