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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
OCM
651
Orion Capital Management
California
$500K
JF
652
JSF Financial
California
$496K -$240K -4,796 -33%
GAA
653
Global Assets Advisory
Florida
$491K +$492K +9,808 New
RA
654
RFG Advisory
Alabama
$489K +$489K +9,760 New
SAM
655
SP Asset Management
California
$477K -$2.84M -56,568 -86%
AUB
656
Atlantic Union Bankshares
Virginia
$475K -$22.6K -450 -5%
AMIM
657
Aull & Monroe Investment Management
Alabama
$475K
MAG
658
MRA Advisory Group
New Jersey
$475K +$58.3K +1,163 +14%
Manulife (Manufacturers Life Insurance)
659
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$472K +$471K +9,400 New
PG
660
Patten Group
Tennessee
$469K +$125K +2,501 +36%
SMA
661
Sage Mountain Advisors
Georgia
$469K +$469K +9,348 New
CMS
662
Capital Market Strategies
Florida
$468K -$401 -8 -0.1%
WEG
663
World Equity Group
Illinois
$468K +$467K +9,323 New
CAP
664
Columbia Advisory Partners
Washington
$466K
FSG
665
Financial Strategies Group
Michigan
$461K +$16.6K +331 +4%
MMM
666
Mendel Money Management
Illinois
$454K -$30.1K -600 -6%
SCG
667
Sonata Capital Group
Washington
$448K -$59.7K -1,190 -12%
NB
668
Nicolet Bankshares
Wisconsin
$447K -$134K -2,664 -23%
CB
669
Community Bank
New York
$446K -$10.8K -215 -2%
DWM
670
Destination Wealth Management
California
$445K -$26.2M -522,647 -98%
Bank of New York Mellon
671
Bank of New York Mellon
New York
$443K -$4.25M -84,764 -91%
RIA
672
Realta Investment Advisors
Delaware
$443K -$23.4K -467 -5%
CRWM
673
Castle Rock Wealth Management
California
$443K +$92.5K +1,846 +26%
BWM
674
Benchmark Wealth Management
Connecticut
$442K -$79.8K -1,592 -15%
CP
675
Covenant Partners
Tennessee
$442K -$5.31K -106 -1%

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.