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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
Morgan Stanley
1
Morgan Stanley
New York
$1.45B +$185M +3,667,156 +15%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$907M +$44M +873,456 +5%
Bank of America
3
Bank of America
North Carolina
$742M -$13.6M -270,675 -2%
SLF
4
Sun Life Financial
Ontario, Canada
$464M -$13.3M -264,000 -3%
AAS
5
Avantax Advisory Services
Texas
$416M +$413M +8,203,831 +12,421%
SW
6
SVB Wealth
Massachusetts
$397M +$398M +7,906,237 New
UBS Group
7
UBS Group
Switzerland
$377M +$34.5M +685,476 +10%
JP Morgan Chase
8
JP Morgan Chase
New York
$333M -$6.04M -119,835 -2%
Wells Fargo
9
Wells Fargo
California
$262M -$38M -753,684 -13%
HWM
10
HB Wealth Management
Georgia
$250M +$2.77M +55,022 +1%
S
11
SignatureFD
Georgia
$230M +$59.8M +1,186,662 +35%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$202M -$2.17M -43,040 -1%
LPL Financial
13
LPL Financial
California
$189M +$71.9M +1,427,340 +61%
Betterment LLC
14
Betterment LLC
New York
$185M +$3.69M +73,183 +2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$146M +$5.54M +109,954 +4%
AssetMark Inc
16
AssetMark Inc
California
$127M +$127M +2,531,160 +1,782,507%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$123M +$63.5M +1,259,907 +105%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$120M +$1.6M +31,670 +1%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$110M +$324K +6,423 +0.3%
AWS
20
AJ Wealth Strategies
New York
$109M +$15.8M +313,416 +17%
CCMG
21
Clark Capital Management Group
Pennsylvania
$101M +$101M +2,004,646 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$97.1M +$24.6M +488,474 +34%
RJA
23
Raymond James & Associates
Florida
$95M -$10.9M -216,326 -10%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$92M -$15.5M -306,882 -14%
AIA
25
Angeles Investment Advisors
California
$86.9M +$32.2M +638,850 +59%

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.