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JPMorgan Ultra-Short Income ETF

858 hedge funds and large institutions have $15.8B invested in JPMorgan Ultra-Short Income ETF in 2022 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 362 increasing their positions, 341 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 54

11% more capital invested

Capital invested by funds: $14.2B → $15.8B (+$1.6B)

5% more funds holding in top 10

Funds holding in top 10: 180189 (+9)

2% more funds holding

Funds holding: 839858 (+19)

6% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 341

0.88% less ownership

Funds ownership: 73.09%72.21% (-0.88%)

Holders
858
Holders Change
+19
Holders Change %
+2.26%
% of All Funds
14.78%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
3.26%
New
91
Increased
362
Reduced
341
Closed
54
Calls
$12.8M
Puts
Net Calls
+$12.8M
Net Calls Change
+$8.81M
Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
226
Houlihan Financial Resource Group
Virginia
$7.65M +$7.64M +152,412 New
AR
227
Apeiron RIA
Texas
$7.52M -$362K -7,214 -5%
KPWS
228
Kestra Private Wealth Services
Texas
$7.47M +$293K +5,846 +4%
MF
229
Meridian Financial
Massachusetts
$7.44M -$407K -8,124 -5%
CA
230
CoreCap Advisors
Michigan
$7.42M -$5.24M -104,458 -41%
JWCA
231
J.W. Coons Advisors
Ohio
$7.34M +$1.65M +32,980 +29%
PCG
232
Prosperity Consulting Group
Maryland
$7.24M +$769K +15,332 +12%
VNA
233
Valley National Advisers
Pennsylvania
$7.22M +$770K +15,363 +12%
ZIMP
234
Zimmermann Investment Management & Planning
Pennsylvania
$7.14M +$4.57M +91,141 +178%
CPW
235
Crestmont Private Wealth
Texas
$7.1M -$513K -10,241 -7%
CCG
236
Chatham Capital Group
Georgia
$7.08M -$402K -8,015 -5%
SF
237
Symphony Financial
Texas
$6.99M -$855K -17,066 -11%
ACM
238
Alpha Capital Management
Texas
$6.95M -$501K -10,000 -7%
PSIWM
239
Paradigm Strategies in Wealth Management
Minnesota
$6.91M -$77K -1,536 -1%
YIA
240
YHB Investment Advisors
Connecticut
$6.89M -$3.14M -62,596 -31%
SSB
241
Sandy Spring Bank
Maryland
$6.79M -$1.41M -28,225 -17%
SSWM
242
Smith Salley Wealth Management
North Carolina
$6.79M -$3.55M -70,725 -34%
FWM
243
Fortress Wealth Management
California
$6.7M +$48.3K +964 +0.7%
NW
244
Naviter Wealth
Arkansas
$6.66M +$3.69M +73,675 +125%
CA
245
Cetera Advisors
Colorado
$6.65M -$9.28M -185,084 -58%
CSWG
246
Cardinal Strategic Wealth Guidance
Kentucky
$6.56M -$2.44M -48,664 -27%
FAM
247
Formidable Asset Management
Ohio
$6.54M +$32.9K +656 +0.5%
VCM
248
Virtue Capital Management
Tennessee
$6.51M +$2.56M +51,073 +65%
ASN
249
Advisory Services Network
Georgia
$6.47M +$3.3M +65,831 +104%
HPC
250
HM Payson & Co
Maine
$6.46M -$42.6M -850,028 -87%

JPST Hedge Fund Activity: Q3 2022 in Review

858 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2022, worth a combined $15.8B — up 11% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new JPST positions and 54 closed out — a net gain of 37 holders — while 362 added to existing stakes and 341 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $535M. The largest seller was Angeles Investment Advisors, cutting an estimated $82.6M.

  • 858 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2022, up from 839 in Q2 2022.
  • Funds reported $15.8B of JPMorgan Ultra-Short Income ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 91 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2022 and 54 closed out, a net change of +37 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2022 was Morgan Stanley, an estimated $535M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $82.6M sold.

Based on aggregated 13F filings for Q3 2022.