We are live on ! Find out more
JPST icon

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
RPSA
351
Richard P. Slaughter Associates
Texas
$3.65M -$106K -2,110 -3%
MAM
352
MMA Asset Management
Pennsylvania
$3.65M +$3.65M +72,817 New
CWA
353
Centennial Wealth Advisory
Michigan
$3.65M -$107K -2,140 -3%
FM
354
Foster & Motley
Ohio
$3.6M -$27.1M -540,192 -88%
TC
355
TAP Consulting
Missouri
$3.58M -$3.65M -72,743 -50%
BFO
356
Boston Family Office
Massachusetts
$3.58M +$2.45M +48,801 +216%
SCA
357
Scott Capital Advisors
Oregon
$3.56M +$3.56M +70,985 New
IIC
358
Ironwood Investment Counsel
Arizona
$3.55M +$464K +9,258 +15%
PA
359
Paragon Advisors
Texas
$3.52M +$2.79M +55,571 +378%
JWA
360
JFS Wealth Advisors
Pennsylvania
$3.52M +$1.5K +30 +0%
RRA
361
Round Rock Advisors
Connecticut
$3.5M +$157K +3,137 +5%
AWM
362
Aries Wealth Management
Maine
$3.49M -$154K -3,070 -4%
LWAC
363
Laurel Wealth Advisors (California)
California
$3.48M +$1.73M +34,591 +99%
OPWM
364
Oxinas Partners Wealth Management
Indiana
$3.48M -$192K -3,828 -5%
OPA
365
Old Port Advisors
Maine
$3.47M -$119K -2,383 -3%
SC
366
Saiph Capital
New Jersey
$3.42M +$112K +2,233 +3%
FHA
367
First Horizon Advisors
Tennessee
$3.4M +$619K +12,346 +22%
TSS
368
Two Sigma Securities
New York
$3.4M +$1.67M +33,301 +96%
FAIM
369
Financial Advocates Investment Management
Washington
$3.4M -$51.2K -1,021 -2%
IIA
370
Integral Investment Advisors
California
$3.39M +$999K +19,921 +42%
CP
371
Castleview Partners
Texas
$3.35M +$2.91M +58,117 +671%
GM
372
GeoWealth Management
Illinois
$3.33M +$2.4M +47,810 +258%
DCM
373
Donaldson Capital Management
Indiana
$3.31M -$695K -13,858 -17%
BMWM
374
Brown Miller Wealth Management
Virginia
$3.31M -$1.78M -35,442 -35%
CFG
375
Cooper Financial Group
California
$3.28M +$866K +17,268 +36%

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.