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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
ACM
551
AlphaStar Capital Management
North Carolina
$1.01M +$1.01M +20,233 New
SW
552
SlateStone Wealth
Florida
$1.01M +$6.97K +139 +0.7%
AIA
553
Angeles Investment Advisors
California
$1.01M -$82.6M -1,646,870 -99%
US Bancorp
554
US Bancorp
Minnesota
$1M -$133K -2,659 -12%
PCM
555
Parsons Capital Management
Rhode Island
$1M +$35.1K +700 +4%
NC
556
NovaPoint Capital
Georgia
$999K +$150K +2,986 +18%
AG
557
Ascent Group
Virginia
$995K -$530K -10,570 -35%
RDFA
558
Ritter Daniher Financial Advisory
Ohio
$995K +$927K +18,485 +1,372%
SMG
559
Spectrum Management Group
Indiana
$982K
Ameriprise
560
Ameriprise
Minnesota
$979K +$946K +18,868 New
GWM
561
Gray Wealth Management
Maine
$978K -$6.52K -130 -0.7%
SWM
562
Sanctuary Wealth Management
Idaho
$954K -$36.3M -723,454 -97%
H
563
HoyleCohen
California
$951K +$97.6K +1,947 +11%
NEPWA
564
New England Private Wealth Advisors
Massachusetts
$935K +$406K +8,091 +77%
RCA
565
Resonant Capital Advisors
Wisconsin
$924K +$923K +18,420 New
MM
566
Main Management
California
$907K +$269K +5,373 +42%
SFG
567
Sovereign Financial Group
Connecticut
$900K -$150K -2,988 -14%
APP
568
Avantax Planning Partners
Iowa
$898K +$100K +1,994 +13%
AWM
569
Avaii Wealth Management
Wisconsin
$896K +$502K +10,007 +127%
PFA
570
Pathway Financial Advisors
Vermont
$886K +$2.86K +57 +0.3%
FFA
571
Founders Financial Alliance
North Carolina
$882K +$579K +11,556 +192%
AWM
572
Apollon Wealth Management
South Carolina
$881K -$570K -11,374 -39%
HAS
573
HBW Advisory Services
California
$862K +$861K +17,183 New
PWM
574
Perigon Wealth Management
California
$858K +$52.8K +1,054 +7%
AWM
575
Accurate Wealth Management
Florida
$853K +$712K +14,205 New

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.