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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
RCG
476
Regatta Capital Group
California
$1.7M +$114K +2,277 +7%
CSPIA
477
Cary Street Partners Investment Advisory
Virginia
$1.69M -$392K -7,826 -19%
Comerica Bank
478
Comerica Bank
Texas
$1.67M +$178K +3,554 +12%
CCA
479
Childress Capital Advisors
Texas
$1.67M +$1.34M +26,750 +439%
LW
480
Linscomb Wealth
Texas
$1.65M -$343K -6,840 -17%
WIA
481
Westbourne Investment Advisors
Maryland
$1.64M -$75.9K -1,515 -4%
CAM
482
Cozad Asset Management
Illinois
$1.63M +$185K +3,695 +13%
WAP
483
Wealthcare Advisory Partners
Pennsylvania
$1.62M +$387K +7,716 +31%
PA
484
Parallel Advisors
California
$1.62M +$525K +10,472 +48%
IA
485
Insight Advisors
Pennsylvania
$1.62M -$34.6K -690 -2%
VWA
486
V Wealth Advisors
Kansas
$1.6M -$213K -4,259 -12%
PCIA
487
Prime Capital Investment Advisors
Kansas
$1.59M -$366K -7,304 -19%
SLWA
488
San Luis Wealth Advisors
California
$1.59M +$1.24M +24,747 +355%
BEAM
489
Baker Ellis Asset Management
Washington
$1.59M -$16.5K -330 -1%
PAS
490
Park Avenue Securities
New York
$1.57M +$819K +16,337 +110%
VWM
491
Venturi Wealth Management
Texas
$1.56M +$1.02M +20,332 +189%
GWM
492
GSB Wealth Management
Connecticut
$1.55M -$147K -2,926 -9%
MCC
493
Money Concepts Capital
Florida
$1.54M +$148K +2,959 +11%
RBC
494
Roble Belko & Company
Pennsylvania
$1.52M -$292K -5,828 -16%
SDH
495
Sloy Dahl & Holst
Washington
$1.52M -$140K -2,800 -8%
SAM
496
SignalPoint Asset Management
Missouri
$1.5M -$14.3K -285 -0.9%
EBWM
497
Eagle Bluffs Wealth Management
Missouri
$1.5M -$152K -3,033 -9%
SSW
498
Stone Summit Wealth
Florida
$1.48M -$102K -2,035 -6%
CA
499
CGN Advisors
Kansas
$1.48M -$20K -398 -1%
JG
500
Jefferies Group
New York
$1.46M -$212K -4,222 -13%

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.