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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
MBT
401
Montecito Bank & Trust
California
$2.72M +$1.94M +38,612 +247%
FCFC
402
First Citizens Financial Corp
Iowa
$2.71M -$39.3K -783 -1%
Millennium Management
403
Millennium Management
New York
$2.7M +$2.7M +53,853 New
AA
404
Advisory Alpha
Michigan
$2.68M -$369K -7,353 -12%
KWM
405
Kingsview Wealth Management
Oregon
$2.67M +$1.79M +35,708 +203%
PCM
406
Pennsylvania Capital Management
Pennsylvania
$2.66M -$341K -6,799 -11%
GIA
407
Gladstone Institutional Advisory
Florida
$2.65M +$2.39M +47,728 +942%
AA
408
Auxano Advisors
Washington
$2.65M -$2.36K -47 -0.1%
CTA
409
Chesley Taft & Associates
Illinois
$2.64M +$23.8K +475 +0.9%
SB
410
Strategic Blueprint
Georgia
$2.63M -$104K -2,075 -4%
APW
411
Acima Private Wealth
Virginia
$2.62M
BWS
412
Buck Wealth Strategies
Colorado
$2.58M +$2.57M +51,363 New
CA
413
Cambridge Advisors
Nebraska
$2.57M +$356K +7,093 +16%
LSPW
414
Lake Street Private Wealth
Illinois
$2.56M -$250K -4,984 -9%
FCAG
415
First Capital Advisors Group
New Jersey
$2.54M +$2.33M +46,408 +1,116%
SIA
416
SkyView Investment Advisors
New Jersey
$2.54M +$2.33M +46,408 +1,116%
BOH
417
Bank of Hawaii
Hawaii
$2.5M -$756K -15,073 -23%
PP
418
PDS Planning
Ohio
$2.49M -$74.5K -1,486 -3%
WWP
419
WR Wealth Planners
Missouri
$2.47M -$72.7K -1,450 -3%
NCG
420
Newport Capital Group
New Jersey
$2.45M +$2.45M +48,886 New
AF
421
Advisornet Financial
Minnesota
$2.44M -$1.06M -21,120 -30%
CAG
422
Curtis Advisory Group
California
$2.44M +$480K +9,580 +25%
CCM
423
Condor Capital Management
New Jersey
$2.43M -$228K -4,540 -9%
SIAP
424
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.42M -$22.6K -450 -0.9%
RTS
425
Round Table Services
New Jersey
$2.4M +$2.13M +42,539 +786%

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.