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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
GI
801
Gradient Investments
Minnesota
$101K +$2.15K +43 +2%
TIM
802
Tortoise Investment Management
New York
$97K -$560K -11,175 -85%
KTC
803
Kistler-Tiffany Companies
Pennsylvania
$89K +$89.3K +1,781 New
CA
804
Clearstead Advisors
Ohio
$88K -$25.1K -500 -22%
BHWM
805
Beaird Harris Wealth Management
Texas
$85K +$84.6K +1,688 New
SBL
806
Sargent Bickham Lagudis
Colorado
$84K -$43K -858 -34%
SIS
807
Sound Income Strategies
Florida
$83K +$10.3K +206 +14%
BWL
808
Bogart Wealth LLC
Virginia
$82K
GWS
809
Glassman Wealth Services
Virginia
$81K +$36.9K +736 +84%
GIA
810
GHP Investment Advisors
Colorado
$80K +$301 +6 +0.4%
SWM
811
Sugarloaf Wealth Management
Georgia
$80K +$301 +6 +0.4%
MA
812
MUFG Americas
New York
$75K
GWSG
813
GPS Wealth Strategies Group
Colorado
$74K +$15.1K +302 +26%
WT
814
Whittier Trust
California
$69K -$1.56M -31,065 -96%
SAM
815
Strategic Asset Management
Minnesota
$64K +$27.8K +555 +77%
AWM
816
AllSquare Wealth Management
New York
$61K
AAM
817
Advisors Asset Management
Colorado
$59K +$59K +1,177 New
SCA
818
Stonebridge Capital Advisors
Minnesota
$55K +$44.7K +892 +429%
EBA
819
Eagle Bay Advisors
New York
$53K
AWM
820
Accel Wealth Management
Iowa
$52K -$7.52K -150 -13%
National Bank of Canada
821
National Bank of Canada
Quebec, Canada
$51K
SWA
822
SOA Wealth Advisors
New York
$47K
SFA
823
Semmax Financial Advisors
North Carolina
$45K
HDIM
824
Hanson & Doremus Investment Management
Vermont
$44K -$5.96K -119 -12%
Bessemer Group
825
Bessemer Group
New Jersey
$40K

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.