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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
BC
276
Bartlett & Co
Ohio
$5.61M +$13K +259 +0.2%
BL
277
BFSG LLC
California
$5.61M -$357K -7,120 -6%
WIP
278
WealthCare Investment Partners
Rhode Island
$5.6M +$2.79M +55,674 +99%
WOSD
279
WFA of San Diego
California
$5.57M -$537K -10,713 -9%
FM
280
Family Management
New York
$5.53M -$3.24M -64,669 -37%
TCM
281
Tradewinds Capital Management
Washington
$5.5M -$1.66M -33,066 -23%
SPC
282
Sigma Planning Corp
Michigan
$5.47M -$526K -10,490 -9%
HFS
283
Heritage Financial Services
Massachusetts
$5.47M +$232K +4,619 +4%
FP
284
Financial Perspectives
Minnesota
$5.46M +$420K +8,387 +8%
WPA
285
West Paces Advisors
Georgia
$5.36M +$353K +7,037 +7%
WWM
286
WT Wealth Management
Arizona
$5.33M -$44.8K -893 -0.8%
SAS
287
Sanford Advisory Services
Michigan
$5.3M +$4.1M +81,769 +343%
WCFA
288
Walkner Condon Financial Advisors
Wisconsin
$5.22M +$1.48M +29,454 +40%
ME
289
McIlrath & Eck
Washington
$5.18M +$5.13M +102,416 +13,370%
SIG
290
Sargent Investment Group
Maryland
$5.15M +$268K +5,345 +5%
FF
291
Friedenthal Financial
New Jersey
$5.13M +$5.12M +102,221 New
CT
292
Colonial Trust
South Carolina
$5.12M +$5.11M +101,964 New
FWA
293
FSM Wealth Advisors
Ohio
$5.11M +$3.09M +61,576 +153%
Citigroup
294
Citigroup
New York
$5.1M +$970K +19,359 +23%
MW
295
Marks Wealth
Maryland
$5.08M -$55.6K -1,110 -1%
AWM
296
Avior Wealth Management
Nebraska
$5.07M +$4.96M +98,936 +4,713%
CAC
297
Certified Advisory Corp
Florida
$5.05M -$1.04M -20,751 -17%
WCM
298
Wunderlich Capital Managemnt
Tennessee
$5.01M -$4.08M -81,429 -45%
BRWA
299
B. Riley Wealth Advisors
Florida
$5.01M +$4.75M +94,661 +1,814%
APA
300
American Portfolios Advisors
New York
$4.98M +$2.54M +50,642 +104%

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.