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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
IWA
601
IVC Wealth Advisors
Pennsylvania
$728K +$114K +2,284 +19%
LF
602
Lee Financial
Texas
$728K +$377K +7,511 +107%
HFS
603
Horizon Financial Services
North Carolina
$725K -$136K -2,707 -16%
SAF
604
Smith Anglin Financial
Texas
$720K +$30.2K +603 +4%
LI
605
LVZ Inc
Michigan
$709K +$465K +9,285 +191%
BBW
606
Blue Barn Wealth
Utah
$705K +$73.9K +1,474 +12%
AWA
607
Arete Wealth Advisors
Illinois
$705K +$153K +3,052 +28%
BFA
608
Beacon Financial Advisory
Ohio
$703K -$3.1M -61,806 -82%
ACA
609
Affinity Capital Advisors
California
$701K +$2.36K +47 +0.3%
EWM
610
Endowment Wealth Management
Wisconsin
$691K +$69.5K +1,386 +11%
MFGP
611
Marshall Financial Group (Pennsylvania)
Pennsylvania
$672K +$2.56K +51 +0.4%
SC
612
Solstein Capital
California
$668K
WB
613
Webster Bank
Connecticut
$662K +$10K +200 +2%
IF
614
Intrua Financial
Texas
$660K +$46.3K +924 +8%
IAN
615
Integrated Advisors Network
Texas
$657K -$333K -6,636 -34%
SS
616
Simplicity Solutions
Minnesota
$643K -$8.27K -165 -1%
GPA
617
Guerra Pan Advisors
New Jersey
$641K -$60.5K -1,207 -9%
CWG
618
Cornerstone Wealth Group
North Carolina
$627K -$251K -5,000 -29%
PGAM
619
Princeton Global Asset Management
New Jersey
$625K +$172K +3,441 +38%
CAN
620
Claraphi Advisory Network
United States
$622K +$621K +12,392 New
WAM
621
WNY Asset Management
New York
$614K -$241K -4,816 -28%
MWM
622
Madison Wealth Management
Ohio
$602K -$50.1K -1,000 -8%
CA
623
Calton & Associates
Florida
$602K +$289K +5,765 +92%
TFS
624
TrustCore Financial Services
Tennessee
$601K -$99.1K -1,976 -14%
ADL
625
Asset Dedication LLC
California
$598K +$1.96K +39 +0.3%

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.