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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
MHS
526
M Holdings Securities
Oregon
$1.19M -$160K -3,196 -12%
JWM
527
JGP Wealth Management
Oregon
$1.19M +$125K +2,503 +12%
VWM
528
Valley Wealth Managers
New Jersey
$1.18M +$43K +858 +4%
WAG
529
Winthrop Advisory Group
Massachusetts
$1.18M +$1.18M +23,509 New
BWG
530
Beta Wealth Group
California
$1.17M -$46.3K -924 -4%
SFS
531
Security Financial Services
Indiana
$1.17M -$224K -4,466 -16%
PBF
532
Petix & Botte Financial
California
$1.13M -$6.01K -120 -0.5%
SWP
533
Strategic Wealth Partners
Ohio
$1.13M -$65.4K -1,304 -5%
HIC
534
Holderness Investments Company
North Carolina
$1.11M +$1.11M +22,092 New
MCWA
535
Meadow Creek Wealth Advisors
Georgia
$1.1M +$59.3K +1,182 +6%
SC
536
Sepio Capital
Utah
$1.1M
WS
537
Wedbush Securities
California
$1.1M -$85.4K -1,703 -7%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$1.1M +$157K +3,135 +17%
IA
539
Integrity Advisory
Kansas
$1.1M -$270K -5,381 -20%
TWM
540
Tradition Wealth Management
Minnesota
$1.09M -$181K -3,604 -14%
PTC
541
Private Trust Company
Ohio
$1.08M +$163K +3,250 +18%
SWA
542
Stratos Wealth Advisors
Ohio
$1.08M -$569K -11,349 -34%
MA
543
MONECO Advisors
Connecticut
$1.07M -$25.6K -510 -2%
AGAM
544
Audent Global Asset Management
California
$1.06M
DWM
545
Drive Wealth Management
Utah
$1.06M -$29.1K -581 -3%
ACS
546
Archford Capital Strategies
Illinois
$1.05M -$8.62K -172 -0.8%
BFG
547
Beacon Financial Group
Texas
$1.04M +$95.8K +1,911 +10%
PIMG
548
Patriot Investment Management Group
Tennessee
$1.04M -$1.21M -24,213 -54%
HIA
549
Harbor Investment Advisory
Maryland
$1.03M +$1.03M +20,614 New
GWANC
550
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.03M +$51.7K +1,031 +5%

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.