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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
FEM
301
Fulcrum Equity Management
Texas
$4.98M -$2.43M -48,519 -33%
GC
302
Gratus Capital
Georgia
$4.96M +$1.52M +30,277 +44%
Lido Advisors
303
Lido Advisors
California
$4.95M +$715K +14,272 +17%
TLFA
304
True Link Financial Advisors
California
$4.91M
NCM
305
Noesis Capital Mangement
Florida
$4.86M -$463K -9,245 -9%
HFM
306
Hartford Financial Management
Connecticut
$4.86M -$1.59M -31,812 -25%
AHC
307
Anderson Hoagland & Co
Missouri
$4.8M +$8.82K +176 +0.2%
IA
308
IFG Advisory
Georgia
$4.78M +$13.7K +273 +0.3%
FT
309
Fiduciary Trust
Massachusetts
$4.76M +$4.76M +94,862 New
HWM
310
Howard Wealth Management
Connecticut
$4.75M -$195K -3,898 -4%
PI
311
Parkside Investments
Illinois
$4.71M -$301K -6,000 -6%
PPWM
312
Paragon Private Wealth Management
Kentucky
$4.71M +$62.4K +1,244 +1%
SRC
313
Shufro Rose & Co
New York
$4.71M -$58.8M -1,173,592 -93%
PWM
314
Pinnacle Wealth Management
California
$4.63M +$245K +4,887 +6%
KF
315
Krilogy Financial
Missouri
$4.62M +$2.51M +50,149 +120%
GVAG
316
Great Valley Advisor Group
Delaware
$4.61M -$697K -13,914 -13%
RHP
317
Royal Harbor Partners
Texas
$4.57M -$1.11M -22,125 -20%
TCM
318
Triumph Capital Management
Colorado
$4.54M +$1.04M +20,664 +30%
FHA
319
Flagship Harbor Advisors
Massachusetts
$4.53M +$2.83M +56,455 +167%
CWC
320
Carolinas Wealth Consulting
North Carolina
$4.51M -$820K -16,350 -15%
NFP
321
Narus Financial Partners
Utah
$4.49M +$446K +8,903 +11%
AWA
322
Acorn Wealth Advisors
Michigan
$4.44M +$1.45M +28,998 +49%
OPS
323
Orion Portfolio Solutions
Nebraska
$4.43M +$1.69M +33,640 +62%
MA
324
MBA Advisors
Pennsylvania
$4.41M +$163K +3,255 +4%
CPIG
325
Chicago Partners Investment Group
Illinois
$4.31M +$191K +3,808 +5%

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.