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
EFS
376
Essex Financial Services
Connecticut
$3.28M +$29.5K +589 +0.9%
GL
377
Graypoint LLC
New York
$3.27M -$40.7K -811 -1%
VFPI
378
Vantage Financial Partners (Illinois)
Illinois
$3.27M -$1.14M -22,660 -26%
EFS
379
Econ Financial Services
Pennsylvania
$3.25M +$3.25M +64,870 New
SPIA
380
Steward Partners Investment Advisory
New York
$3.25M +$410K +8,184 +14%
FAG
381
Financial Advisory Group
Texas
$3.18M -$609K -12,157 -16%
NCM
382
Novare Capital Management
North Carolina
$3.06M -$1.08M -21,594 -26%
MTWM
383
Masso Torrence Wealth Management
New Jersey
$3.06M -$202K -4,026 -6%
CW
384
CreativeOne Wealth
Kansas
$3.05M -$142K -2,832 -4%
NFG
385
Nations Financial Group
Iowa
$3.02M +$71.9K +1,434 +2%
AWMS
386
Advocacy Wealth Management Services
Georgia
$3M +$182K +3,622 +6%
FIM
387
Freedom Investment Management
Connecticut
$3M +$2.19M +43,745 +273%
WWM
388
Western Wealth Management
Colorado
$2.98M +$1.33M +26,502 +80%
WMA
389
West Michigan Advisors
Michigan
$2.98M +$1.73M +34,607 +140%
GA
390
GoalVest Advisory
New York
$2.98M -$441K -8,802 -13%
Members Trust
391
Members Trust
Florida
$2.93M -$4.99M -99,502 -63%
SOS
392
Silver Oak Securities
Tennessee
$2.91M +$2.91M +57,968 New
YWS
393
Yarger Wealth Strategies
Ohio
$2.89M -$116K -2,318 -4%
SIC
394
Salem Investment Counselors
North Carolina
$2.86M +$333K +6,635 +13%
FW
395
FirstPurpose Wealth
Utah
$2.84M +$358K +7,142 +14%
ST
396
Sentinel Trust
Texas
$2.81M +$2.81M +56,000 New
IDA
397
Intelligence Driven Advisers
California
$2.8M -$607K -12,119 -18%
JIC
398
Joel Isaacson & Co
New York
$2.78M
GWM
399
Greenwich Wealth Management
Connecticut
$2.75M -$2.82M -56,199 -51%
BFEC
400
Benjamin F. Edwards & Company
Missouri
$2.74M -$3.92M -78,290 -59%

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.