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JPMorgan Ultra-Short Income ETF
JPST

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: 180 → 189 (+9)

2% more funds holding

Funds holding: 839 → 858 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$535M
2
Charles Schwab
Charles Schwab
California
+$149M
3
Bank of America
Bank of America
North Carolina
+$131M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$114M
5
TW
Transform Wealth
Colorado
+$111M

Top Sellers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
-$82.6M
2
SRC
Shufro Rose & Co
New York
-$58.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$47.3M
4
CIAS
Capital Investment Advisory Services
North Carolina
-$45.1M
5
HPC
HM Payson & Co
Maine
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$110M -$47.3M -942,809 -30%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$106M +$26.4M +527,342 +33%
RJA
28
Raymond James & Associates
Florida
$102M +$10M +199,525 +11%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$89.1M +$32.4M +645,624 +57%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$83.1M -$6.1M -121,724 -7%
UCFA
31
United Capital Financial Advisors
Texas
$78.8M +$7.34M +146,390 +10%
CM
32
Cornerstone Management
Georgia
$77.8M -$903K -18,007 -1%
TC
33
TownSquare Capital
Utah
$77.1M +$3.35M +66,782 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$76.9M +$70M +1,396,619 +1,026%
CAN
35
Cetera Advisor Networks
California
$68.7M +$10.3M +204,771 +18%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$68.1M +$22.5M +448,967 +49%
RCM
37
Requisite Capital Management
Texas
$64.8M -$1.91M -38,113 -3%
SEI Investments
38
SEI Investments
Pennsylvania
$63.9M -$1.21M -24,159 -2%
EWM
39
Evermay Wealth Management
Virginia
$62.2M +$723K +14,422 +1%
AA
40
Ancora Advisors
Ohio
$58M -$2.71M -54,137 -4%
MML Investors Services
41
MML Investors Services
Massachusetts
$54.9M +$33.3M +663,796 +154%
AWM
42
AE Wealth Management
Kansas
$54.7M +$5.61M +111,829 +11%
SWM
43
Spire Wealth Management
Virginia
$53.5M +$2M +39,938 +4%
CIAS
44
Capital Investment Advisory Services
North Carolina
$51.2M -$45.1M -900,381 -47%
AP
45
Appleton Partners
Massachusetts
$48.6M -$510K -10,168 -1%
QCG
46
Quadrant Capital Group
Ohio
$46.8M +$16.1M +321,418 +53%
SLF
47
Sun Life Financial
Ontario, Canada
$46.6M – – –
AWM
48
Axxcess Wealth Management
California
$45.4M -$1.72M -34,226 -4%
FCIM
49
Fairview Capital Investment Management
California
$45.2M -$533K -10,625 -1%
AA
50
ACT Advisors
North Carolina
$44.5M +$3.68M +73,393 +9%
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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.