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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
GG
501
Gofen & Glossberg
Illinois
$1.45M -$251K -5,000 -15%
CGH
502
Crossmark Global Holdings
Texas
$1.45M
DC
503
Davenport & Co
Virginia
$1.43M +$109K +2,169 +8%
ACA
504
Aptus Capital Advisors
Alabama
$1.42M +$81.8K +1,632 +6%
CG
505
Colony Group
Massachusetts
$1.42M -$151K -3,003 -10%
CA
506
Crewe Advisors
Utah
$1.39M -$58.4K -1,165 -4%
SEIA
507
Signature Estate & Investment Advisors
California
$1.36M +$40K +797 +3%
ATWA
508
Arbor Trust Wealth Advisors
Michigan
$1.35M -$552K -11,013 -29%
CIA
509
Caerus Investment Advisors
Texas
$1.34M +$1.34M +26,763 New
FIA
510
Foundations Investment Advisors
Arizona
$1.34M -$115K -2,302 -8%
PA
511
Planning Alternatives
Michigan
$1.34M -$19M -379,839 -93%
MGIA
512
Matthew Goff Investment Advisor
Texas
$1.34M +$82K +1,636 +7%
NC
513
NewSquare Capital
Pennsylvania
$1.33M +$23K +459 +2%
TFA
514
Tobias Financial Advisors
Florida
$1.32M -$237K -4,719 -15%
TWM
515
TMD Wealth Management
Arizona
$1.31M +$412K +8,228 +46%
GF
516
Gries Financial
Ohio
$1.3M +$1.3M +25,940 New
FFA
517
Fragasso Financial Advisors
Pennsylvania
$1.3M +$194K +3,864 +18%
WSTAM
518
Wilbanks Smith & Thomas Asset Management
Virginia
$1.28M -$4.31K -86 -0.3%
VAS
519
Vestmark Advisory Solutions
Massachusetts
$1.26M +$68.5K +1,367 +6%
BWM
520
Birchcreek Wealth Management
Ohio
$1.24M +$90.6K +1,808 +8%
ETIA
521
Epic Trust Investment Advisors
Washington
$1.24M +$221K +4,406 +22%
SWM
522
Segment Wealth Management
Texas
$1.23M
ACA
523
Atlas Capital Advisors
Wyoming
$1.23M -$21.3K -425 -2%
DIM
524
Delta Investment Management
California
$1.2M +$249K +4,970 +26%
FFG
525
Frisch Financial Group
New York
$1.2M -$73.6K -1,468 -6%

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.