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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
WIM
626
WealthPlan Investment Management
Nebraska
$598K +$597K +11,916 New
EIA
627
Eldridge Investment Advisors
New Hampshire
$596K -$94.3K -1,882 -14%
CS
628
Credit Suisse
Switzerland
$594K +$295K +5,882 +99%
NL
629
Navalign LLC
California
$576K -$230K -4,584 -29%
HA
630
Herold Advisors
New York
$572K +$9.07K +181 +2%
CPA
631
Capital Planning Advisors
California
$568K -$64.1K -1,279 -10%
HIM
632
Hotaling Investment Management
Pennsylvania
$567K -$14.1K -282 -2%
AFA
633
American Financial Advisors
Georgia
$562K +$301K +6,007 +116%
SWMP
634
Signature Wealth Management Partners
New Jersey
$561K -$99.3K -1,981 -15%
IWM
635
IHT Wealth Management
Illinois
$560K +$8.67K +173 +2%
KC
636
Kinloch Capital
Virginia
$551K -$320K -6,380 -37%
TCM
637
TD Capital Management
Tennessee
$545K +$301K +5,996 +123%
BFS
638
Bickling Financial Services
Massachusetts
$541K +$304K +6,064 +129%
BONH
639
Bank of New Hampshire
New Hampshire
$528K -$173K -3,450 -25%
PB
640
Pinnacle Bancorp
Nebraska
$527K -$40.1K -800 -7%
GCP
641
Gill Capital Partners
Colorado
$521K -$491K -9,790 -48%
ANTB
642
AMG National Trust Bank
Colorado
$520K -$3.01K -60 -0.6%
MCA
643
MSH Capital Advisors
Arizona
$516K +$18.6K +371 +4%
TAM
644
Tocqueville Asset Management
New York
$516K -$185K -3,700 -26%
ICP
645
Ironvine Capital Partners
Nebraska
$516K -$1.3K -26 -0.3%
LJCM
646
Lee Johnson Capital Management
Texas
$513K -$14.4K -288 -3%
1IA
647
1834 Investment Advisors
Wisconsin
$513K +$376K +7,500 +274%
JBA
648
Johnson Bixby & Associates
Washington
$506K -$53.7K -1,072 -10%
State Farm Mutual Automobile Insurance
649
State Farm Mutual Automobile Insurance
Illinois
$502K
PWA
650
Phoenix Wealth Advisors
North Carolina
$502K +$502K +10,010 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.