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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
RPCA
426
Running Point Capital Advisors
California
$2.39M +$117K +2,341 +5%
TCWM
427
Total Clarity Wealth Management
Illinois
$2.38M -$388K -7,744 -14%
NF
428
Nikulski Financial
Iowa
$2.37M +$10.7K +213 +0.5%
MWM
429
Mission Wealth Management
California
$2.34M +$762K +15,198 +48%
Baird Financial Group
430
Baird Financial Group
Wisconsin
$2.34M +$171K +3,419 +8%
FA
431
Fermata Advisors
California
$2.34M +$683K +13,622 +41%
Creative Planning
432
Creative Planning
Kansas
$2.33M -$435K -8,680 -16%
PFS
433
Prospera Financial Services
Texas
$2.32M +$925K +18,460 +66%
FC
434
FCA Corp
Texas
$2.29M +$70.8K +1,412 +3%
SC
435
Savant Capital
Illinois
$2.28M +$60.8K +1,213 +3%
CM
436
Capital Management
Virginia
$2.24M -$121K -2,420 -5%
HIP
437
HUB Investment Partners
Texas
$2.23M +$188K +3,742 +9%
BMA
438
Brooks Moore & Associates
Tennessee
$2.23M -$2.17M -43,300 -49%
HWM
439
Hohimer Wealth Management
Washington
$2.23M -$15.8K -316 -0.7%
IFG
440
Independent Financial Group
California
$2.21M +$1.79M +35,686 +421%
AP
441
Americana Partners
Texas
$2.2M -$574K -11,442 -21%
NCM
442
Northwest Capital Management
Oregon
$2.19M -$1.04M -20,806 -32%
NWMG
443
National Wealth Management Group
Ohio
$2.17M -$165K -3,285 -7%
Wealthfront Advisers
444
Wealthfront Advisers
California
$2.17M +$377K +7,515 +21%
LWP
445
Laurel Wealth Planning
Minnesota
$2.15M -$141K -2,822 -6%
NI
446
Nepsis Inc
Minnesota
$2.15M -$74.4K -1,485 -3%
GI
447
Glovista Investments
New Jersey
$2.15M +$497K +9,910 +30%
IHWM
448
Iron Horse Wealth Management
Iowa
$2.12M -$3.67M -73,203 -63%
AHC
449
Adell Harriman & Carpenter
Texas
$2.09M +$2.09M +41,765 New
BAWC
450
Boyce & Associates Wealth Consulting
Texas
$2.08M +$2.08M +41,570 New

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.