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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
Morgan Stanley
1
Morgan Stanley
New York
$1.86B +$410M +8,164,374 +28%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$956M +$51.7M +1,030,873 +6%
Bank of America
3
Bank of America
North Carolina
$849M +$110M +2,194,700 +15%
AAS
4
Avantax Advisory Services
Texas
$434M +$19.7M +393,125 +5%
UBS Group
5
UBS Group
Switzerland
$432M +$56.3M +1,123,141 +15%
SW
6
SVB Wealth
Massachusetts
$367M -$28.6M -570,137 -7%
Wells Fargo
7
Wells Fargo
California
$333M +$72.4M +1,442,738 +28%
GC
8
Grimes & Company
Massachusetts
$318M +$316M +6,302,962 +12,769%
JP Morgan Chase
9
JP Morgan Chase
New York
$309M -$23.2M -463,230 -7%
HWM
10
HB Wealth Management
Georgia
$286M +$37.4M +744,914 +15%
LPL Financial
11
LPL Financial
California
$218M +$30M +597,093 +16%
CCMG
12
Clark Capital Management Group
Pennsylvania
$206M +$105M +2,099,213 +105%
FDCC
13
Foster Dykema Cabot & Co
Massachusetts
$197M +$197M +3,924,182 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$192M +$69.4M +1,384,218 +56%
AssetMark Inc
15
AssetMark Inc
California
$190M +$63.4M +1,262,816 +50%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$189M +$43.8M +872,645 +30%
Betterment LLC
17
Betterment LLC
New York
$186M +$1.9M +37,787 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$158M -$43.5M -866,304 -22%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$148M +$27.6M +549,989 +23%
S
20
SignatureFD
Georgia
$128M -$102M -2,032,623 -44%
Osaic Holdings
21
Osaic Holdings
Arizona
$118M +$56.3M +1,122,302 +91%
AWS
22
AJ Wealth Strategies
New York
$104M -$3.72M -74,073 -3%
CIAS
23
Capital Investment Advisory Services
North Carolina
$96.2M -$519K -10,339 -0.5%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$94.7M +$36.8M +733,361 +63%
RJA
25
Raymond James & Associates
Florida
$92M -$2.73M -54,431 -3%

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.