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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
RA
676
Rise Advisors
New York
$442K +$440K +8,781 +23,732%
WWA
677
WCG Wealth Advisors
Nevada
$430K -$89.5K -1,785 -17%
BWP
678
Balboa Wealth Partners
Arizona
$430K +$429K +8,568 New
ACM
679
Anfield Capital Management
California
$428K +$129K +2,578 +43%
CFAM
680
Center For Asset Management
Florida
$428K +$428K +8,530 New
MC
681
Moors & Cabot
Massachusetts
$423K -$85.1K -1,698 -17%
CWA
682
Clarity Wealth Advisors
California
$423K
CC
683
Callan Capital
California
$422K +$175K +3,499 +71%
BCA
684
Bay Colony Advisors
Massachusetts
$418K +$25.7K +512 +7%
CFA
685
Compass Financial Advisors
Indiana
$414K
LWM
686
Ledge Wealth Management
Minnesota
$412K
VFIC
687
Valley Forge Investment Consultants
Pennsylvania
$405K
BBA
688
Braun-Bostich & Associates
Pennsylvania
$404K -$1.2K -24 -0.3%
NB
689
NBT Bank
New York
$404K +$136K +2,710 +51%
KOC
690
Koss-Olinger Consulting
Florida
$404K +$404K +8,053 New
CFD
691
Creative Financial Designs
Indiana
$402K +$61.1K +1,219 +18%
EWM
692
EPG Wealth Management
Georgia
$396K +$100K +2,000 +34%
MPW
693
MGO Private Wealth
California
$396K +$396K +7,901 New
WDG
694
Wealth Dimensions Group
Ohio
$395K
CFGS
695
Concourse Financial Group Securities
Alabama
$394K +$121K +2,405 +44%
MFG
696
Menard Financial Group
Texas
$391K
CCIA
697
Cherry Creek Investment Advisors
Colorado
$389K -$11.5K -229 -3%
KA
698
Kovack Advisors
Florida
$386K -$153K -3,051 -28%
KSWA
699
Kathleen S. Wright Associates
Pennsylvania
$384K -$19.6K -392 -5%
CBFP
700
Cedar Brook Financial Partners
Ohio
$381K -$200K -3,996 -34%

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.