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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
HWA
701
Heartwood Wealth Advisors
Virginia
$380K +$39.4K +785 +12%
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$366K -$79.8K -1,592 -18%
BFG
703
Berger Financial Group
Minnesota
$366K +$366K +7,294 New
CIAS
704
CFS Investment Advisory Services
New Jersey
$366K +$17.6M +350,578 +2,312%
CF
705
Centaurus Financial
California
$365K +$365K +7,277 New
SIM
706
Stratos Investment Management
Ohio
$361K -$182K -3,635 -34%
KCM
707
Kathmere Capital Management
Pennsylvania
$359K -$449K -8,966 -56%
DY
708
Dowling & Yahnke
California
$359K +$358K +7,151 New
ESB
709
Essex Savings Bank
Connecticut
$356K
IAP
710
Indie Asset Partners
Indiana
$350K -$77.2K -1,540 -18%
1WM
711
1900 Wealth Management
Texas
$348K -$9.78K -195 -3%
HKIMG
712
Hutchens & Kramer Investment Management Group
Indiana
$348K +$349K +6,956 New
BWM
713
BCGM Wealth Management
Indiana
$343K -$1.4K -28 -0.4%
TB
714
Terril Brothers
Missouri
$340K -$18.4M -367,095 -98%
CWM
715
Curi Wealth Management
North Carolina
$338K +$24.5K +489 +8%
FAAM
716
First Ascent Asset Management
Colorado
$337K +$95.7K +1,909 +40%
BWM
717
Baystate Wealth Management
Massachusetts
$337K +$139K +2,771 +70%
CFO
718
Collective Family Office
Pennsylvania
$336K +$22.9K +456 +7%
CPC
719
Consolidated Planning Corp
Georgia
$335K -$31.9K -637 -9%
BF
720
Brooklyn FI
New York
$331K +$228K +4,543 +222%
EWMCB
721
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$328K -$49.6K -990 -13%
FHB
722
First Hawaiian Bank
Hawaii
$328K
ECM
723
Evergreen Capital Management
Washington
$319K -$137K -2,740 -30%
HIMC
724
Heritage Investors Management Corp
Maryland
$319K +$318K +6,350 New
PG
725
Proffitt & Goodson
Tennessee
$317K +$5.36K +107 +2%

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.