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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
LCWP
776
Legacy Capital Wealth Partners
Arkansas
$216K -$23.5K -469 -10%
AFS
777
AFG Fiduciary Services
Massachusetts
$214K
MWA
778
Meridian Wealth Advisors
Texas
$213K -$1.06M -21,145 -83%
WWM
779
Windsor Wealth Management
Indiana
$210K +$210K +4,186 New
KFC
780
Klingenstein Fields & Co
New York
$209K -$242K -4,826 -54%
PWMAG
781
Pinnacle Wealth Management Advisory Group
New Jersey
$205K -$2.46M -49,017 -92%
OWP
782
Obermeyer Wealth Partners
Colorado
$203K
MA
783
Mosaic Advisors
Texas
$202K +$802 +16 +0.4%
RCAG
784
Rehmann Capital Advisory Group
Michigan
$201K +$201K +4,012 New
FRA
785
Front Row Advisors
California
$201K
MA
786
Mezzasalma Advisors
New Jersey
$201K
AWM
787
Angeles Wealth Management
California
$201K +$201K +4,000 New
TFA
788
TPG Financial Advisors
Oregon
$200K +$200K +3,991 New
BC
789
Barrett & Company
Rhode Island
$184K +$184K +3,675 New
FEG
790
Financial Enhancement Group
Indiana
$174K +$10K +200 +6%
TFA
791
Toth Financial Advisory
Virginia
$164K +$164K +3,273 New
WIM
792
Westside Investment Management
California
$152K +$1.15M +22,950 +574%
CWM
793
Castle Wealth Management
Florida
$149K
LFG
794
Larson Financial Group
Missouri
$138K +$41.3K +824 +43%
AIM
795
Acropolis Investment Management
Missouri
$124K +$351 +7 +0.3%
CHC
796
City Holding Co
West Virginia
$111K +$82.7K +1,650 +293%
HWA
797
HHM Wealth Advisors
Tennessee
$110K -$251 -5 -0.2%
WTC
798
WhitTier Trust Company
Nevada
$109K +$109K +2,171 New
WWM
799
Wolff Wiese Magana
California
$108K +$401 +8 +0.4%
Toronto Dominion Bank
800
Toronto Dominion Bank
Ontario, Canada
$105K

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.