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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
JF
876
Joule Financial
Kentucky
-$480K -9,583 Closed
GAM
877
Gould Asset Management
California
-$475K -9,486 Closed
APW
878
Aurora Private Wealth
New Jersey
-$451K -9,004 Closed
CCM
879
Colorado Capital Management
Colorado
-$406K -8,107 Closed
FCA
880
FinTrust Capital Advisors
South Carolina
-$403K -8,048 Closed
MWM
881
Maltin Wealth Management
New Jersey
-$398K -7,943 Closed
CBB
882
Citizens Business Bank
California
-$387K -7,725 Closed
BFM
883
Boothbay Fund Management
New York
-$384K -7,670 Closed
PWP
884
Principle Wealth Partners
Connecticut
-$364K -7,273 Closed
PFGIA
885
Patriot Financial Group Insurance Agency
Massachusetts
-$352K -7,036 Closed
PFO
886
Pathstone Family Office
New Jersey
-$351K -7,000 Closed
LAS
887
LWM Advisory Services
Florida
-$345K -6,881 Closed
RWP
888
Revolve Wealth Partners
New Jersey
-$337K -6,721 Closed
AWM
889
Avondale Wealth Management
Texas
-$301K -6,000 Closed
WMP
890
Wealth Management Partners
Arizona
-$320K -6,000 Closed
LGWM
891
Litman Gregory Wealth Management
California
-$299K -5,970 Closed
BFWA
892
Benchmark Financial Wealth Advisors
Florida
-$298K -5,953 Closed
CAMG
893
CWA Asset Management Group
Florida
-$276K -5,515 Closed
LAS
894
Lloyd Advisory Services
Georgia
-$273K -5,461 Closed
CRI
895
Colonial River Investments
Virginia
-$214K -4,266 Closed
PCMC
896
Private Capital Management (Colorado)
Colorado
-$211K -4,190 Closed
SIC
897
Sterling Investment Counsel
New York
-$204K -4,108 Closed
LC
898
Lindbrook Capital
California
-$175K -3,500 Closed
SWM
899
SeaCrest Wealth Management
New York
-$52K -1,037 Closed
CWA
900
Clearview Wealth Advisors
Oregon
-$49.1K -980 Closed

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.