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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
I2I
451
Insight 2811 Inc
Illinois
$2.06M -$55.8K -1,114 -3%
OCPWS
452
One Charles Private Wealth Services
Massachusetts
$2.04M -$78.7K -1,570 -4%
SFG
453
Sage Financial Group
Pennsylvania
$2.03M +$607K +12,100 +43%
CCP
454
Clarkston Capital Partners
Michigan
$2.01M +$254K +5,060 +14%
TL
455
Tradewinds LLC
North Carolina
$1.99M +$297K +5,917 +17%
SCM
456
SOL Capital Management
Maryland
$1.98M +$380K +7,580 +24%
RJT
457
Raymond James Trust
Florida
$1.98M +$456K +9,097 +30%
LL
458
LPWM LLC
Minnesota
$1.96M +$1.74M +34,750 +790%
SSWM
459
Sheets Smith Wealth Management
North Carolina
$1.91M +$76.5K +1,526 +4%
BWA
460
BDO Wealth Advisors
Florida
$1.91M +$201K +4,000 +12%
AWA
461
Amplius Wealth Advisors
Pennsylvania
$1.82M -$670K -13,359 -27%
QWM
462
Quaker Wealth Management
New Jersey
$1.81M +$1.49M +29,707 +462%
RW
463
RVW Wealth
California
$1.8M +$90.5K +1,805 +5%
BCP
464
Blue Chip Partners
Michigan
$1.8M -$92.4K -1,844 -5%
FA
465
Flagstar Advisors
New York
$1.8M -$93.5K -1,866 -5%
NCM
466
Next Capital Management
New York
$1.79M +$311K +6,211 +21%
AFS
467
Access Financial Services
Minnesota
$1.79M -$377K -7,530 -17%
FC
468
Fusion Capital
South Carolina
$1.77M +$1.77M +35,396 New
CCA
469
Column Capital Advisors
Indiana
$1.77M -$436K -8,700 -20%
SCA
470
Snowden Capital Advisors
New York
$1.76M -$227K -4,522 -11%
CI
471
Ceera Investments
Texas
$1.75M -$1.38M -27,580 -44%
BTIM
472
BancFirst Trust & Investment Management
Oklahoma
$1.71M +$1.71M +34,123 New
CIBC Private Wealth Group
473
CIBC Private Wealth Group
Georgia
$1.71M +$1.71M +34,099 New
SW
474
Simplicity Wealth
New Jersey
$1.7M -$24.1K -481 -1%
HL
475
HeadInvest LLC
Maine
$1.7M +$39.7K +791 +2%

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.