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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
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$42M +$26.3M +524,649 +168%
BIAS
52
Beacon Investment Advisory Services
New Jersey
$41.1M -$1.45M -28,947 -3%
AA
53
Acorns Advisers
California
$41.1M +$1.06M +21,066 +3%
AOWM
54
Alpha Omega Wealth Management
Virginia
$40.9M -$5.34M -106,602 -12%
MC
55
McMorgan & Co
California
$40.7M +$12.3M +245,002 +43%
SI
56
Stephens Inc
Arkansas
$39.4M -$5.21M -104,018 -12%
CW
57
Connectus Wealth
Ohio
$39.3M +$24.4M +487,062 +165%
KA
58
Klingman & Associates
New York
$38M -$2.64M -52,681 -7%
Mariner
59
Mariner
Kansas
$37.5M +$24.9M +496,561 +198%
Stifel Financial
60
Stifel Financial
Missouri
$37.4M -$5.57M -111,036 -13%
SFS
61
Sowell Financial Services
Arkansas
$37.4M -$22M -439,106 -37%
BPWM
62
Badgley Phelps Wealth Managers
Washington
$37.2M +$1.15M +22,983 +3%
MA
63
Montag & Associates
Georgia
$36.9M -$1.29M -25,642 -3%
OCM
64
One Capital Management
California
$36.6M +$17.6M +350,885 +93%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$36M +$21.2M +422,646 +143%
HighTower Advisors
66
HighTower Advisors
Illinois
$35.8M -$12.6M -252,029 -26%
AI
67
Atria Investments
North Carolina
$35.2M +$24M +478,608 +215%
FWM
68
Foresight Wealth Management
Utah
$33.6M +$10.2M +202,970 +43%
AF
69
Allworth Financial
California
$33.6M -$1.56M -31,096 -4%
PAG
70
Private Advisor Group
New Jersey
$33.5M -$1.86M -37,058 -5%
TNBTD
71
Trustmark National Bank Trust Department
Mississippi
$32.5M +$84.9K +1,694 +0.3%
LNC
72
Lincoln National Corp
Pennsylvania
$30.9M +$2.57M +51,188 +9%
ACP
73
Arcus Capital Partners
Georgia
$30.5M +$26.8M +535,075 +741%
WSFS
74
Wilmington Savings Fund Society
Delaware
$29.7M +$1.16M +23,167 +4%
H6H
75
Hightower 6M Holding
Kansas
$29.1M -$1.42M -28,229 -5%

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.