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JPMorgan Ultra-Short Income ETF
JPST

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: 180 → 189 (+9)

2% more funds holding

Funds holding: 839 → 858 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$535M
2
Charles Schwab
Charles Schwab
California
+$149M
3
Bank of America
Bank of America
North Carolina
+$131M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$114M
5
TW
Transform Wealth
Colorado
+$111M

Top Sellers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
-$82.6M
2
SRC
Shufro Rose & Co
New York
-$58.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$47.3M
4
CIAS
Capital Investment Advisory Services
North Carolina
-$45.1M
5
HPC
HM Payson & Co
Maine
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
851
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
FGAM
852
Financial Gravity Asset Management
Texas
$2.1K +$2.51K +50 +50%
FCMT
853
Founders Capital Management (Texas)
Texas
$2K – – –
EI
854
Ellevest Inc
New York
$2K +$1.8K +36 New
EWM
855
Executive Wealth Management
Michigan
$478 -$470K -9,369 -95%
DSAM
856
Dock Street Asset Management
Florida
– -$17.4M -347,155 Closed
CF
857
Clarity Financial
Texas
– -$16.9M -336,638 Closed
FFC
858
Fure Financial Corporation
Minnesota
– -$16.4M -327,123 Closed
PWAC
859
Private Wealth Advisors (California)
California
– -$15.5M -309,507 Closed
LHWM
860
Lake Hills Wealth Management
Texas
– -$7.72M -153,976 Closed
CPO
861
Cerity Partners OCIO
New York
– -$6.32M -126,171 Closed
VIA
862
Vident Investment Advisory
Georgia
– -$5.98M -119,462 Closed
NWA
863
Navis Wealth Advisors
New York
– -$4.43M -88,495 Closed
TC
864
Trilogy Capital
California
– -$2.31M -46,177 Closed
HF
865
HRT Financial
New York
– -$2.04M -40,722 Closed
PFP
866
Paragon Financial Partners
California
– -$1.83M -36,527 Closed
EP
867
Eudaimonia Partners
Tennessee
– -$1.67M -33,280 Closed
CCA
868
Catalyst Capital Advisors
New York
– -$1.6M -31,948 Closed
JCM
869
Jacobi Capital Management
Pennsylvania
– -$902K -18,012 Closed
VHAM
870
Van Hulzen Asset Management
California
– -$843K -16,832 Closed
SA
871
Shilanski & Associates
Alaska
– -$816K -16,294 Closed
CCFM
872
Clear Creek Financial Management
Washington
– -$792K -15,815 Closed
LWM
873
Laidlaw Wealth Management
New York
– -$609K -12,150 Closed
RPWA
874
Regent Peak Wealth Advisors
Georgia
– -$517K -10,332 Closed
RWP
875
Ridgecrest Wealth Partners
California
– -$504K -10,054 Closed
33 34
35
36 37

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.