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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
EWM
576
Echo Wealth Management
Minnesota
$852K +$22.3K +444 +3%
ICP
577
Interchange Capital Partners
Pennsylvania
$843K +$843K +16,820 New
LFA
578
Laraway Financial Advisors
Minnesota
$841K +$4.01K +80 +0.4%
SB
579
Sunflower Bank
Texas
$839K -$353K -7,051 -30%
AWM
580
Aprio Wealth Management
Georgia
$839K -$194K -3,870 -19%
PCS
581
Personal CFO Solutions
New Jersey
$836K +$460K +9,178 +122%
CPW
582
Catalyst Private Wealth
California
$835K -$56.4K -1,125 -6%
AAS
583
Ameritas Advisory Services
Nebraska
$832K +$35.7K +712 +4%
VIM
584
Vista Investment Management
Pennsylvania
$828K +$471K +9,403 +132%
ACA
585
Ascension Capital Advisors
Texas
$821K -$47.7K -951 -5%
ERIC
586
Eagle Rock Investment Company
Georgia
$812K
CWM
587
Connecticut Wealth Management
Connecticut
$810K +$528K +10,526 +187%
WP
588
WealthSource Partners
California
$808K -$300K -5,984 -27%
PIA
589
Perennial Investment Advisors
California
$808K -$119K -2,370 -13%
AIM
590
Alhambra Investment Management
Florida
$808K
TPWM
591
Twelve Points Wealth Management
Massachusetts
$788K
BF
592
BOK Financial
Oklahoma
$785K +$784K +15,648 New
TSWM
593
Tyler-Stone Wealth Management
Ohio
$783K +$129K +2,565 +20%
PA
594
PFG Advisors
Arizona
$780K +$780K +15,560 New
AWAP
595
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$766K -$319K -6,371 -29%
RA
596
Riversedge Advisors
Delaware
$757K +$53.7K +1,071 +8%
KCFA
597
Key Client Fiduciary Advisors
New Jersey
$753K +$50.3K +1,003 +7%
HS
598
Horan Securities
United States
$746K +$55.4K +1,105 +8%
MAG
599
Mayfair Advisory Group
Alabama
$746K +$747K +14,900 New
PA
600
Pinnacle Associates
New York
$745K -$3.93M -78,392 -84%

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.