We are live on ! Find out more
JPST icon

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
VA
76
Valmark Advisers
Ohio
$28.7M +$8.56M +170,732 +42%
NEWAS
77
N.E.W. Advisory Services
Wisconsin
$28.5M -$12.3M -245,182 -30%
MWM
78
Mascoma Wealth Management
New Hampshire
$28M +$1.85M +36,947 +7%
DAS
79
Dynamic Advisor Solutions
Arizona
$27.9M -$479K -9,548 -2%
REMPR
80
Roof Eidam Maycock Peralta (REMP)
California
$27.7M +$499K +9,953 +2%
JWM
81
Janiczek Wealth Management
Colorado
$27.5M -$1.8K -36 -0%
Citadel Advisors
82
Citadel Advisors
Florida
$27.4M +$22.8M +455,662 +503%
Franklin Resources
83
Franklin Resources
California
$26.5M +$8.64M +172,321 +48%
MAM
84
McCarthy Asset Management
California
$26.5M +$6.56M +130,912 +33%
FFA
85
First Foundation Advisors
California
$26.3M -$21.8M -435,593 -45%
CAL
86
Capital Analysts LLC
Pennsylvania
$26.1M +$23.9M +476,520 +1,074%
ACG
87
Allen Capital Group
Nebraska
$26.1M -$2.55M -50,931 -9%
IWC
88
Integrated Wealth Concepts
Massachusetts
$25.8M +$1.54M +30,709 +6%
SF
89
Synovus Financial
Georgia
$25.7M -$1.12M -22,334 -4%
MSA
90
Mason Street Advisors
Wisconsin
$24.7M
SIA
91
Soltis Investment Advisors
Utah
$24.7M -$1.81M -36,189 -7%
AC
92
Abbrea Capital
California
$24M -$6.92M -138,104 -22%
CA
93
Cornerstone Advisory
Maryland
$23.9M +$6.62M +132,000 +38%
SFI
94
SPC Financial Inc
Maryland
$23.7M +$6.15M +122,693 +35%
IA
95
IFP Advisors
Florida
$23.7M +$1.23M +24,634 +6%
SCM
96
Stonehearth Capital Management
Massachusetts
$23.4M +$239K +4,771 +1%
JIP
97
Jaffetilchin Investment Partners
Florida
$23.4M -$3.7M -73,731 -14%
JWBC
98
John W. Brooker & Co
California
$23.1M +$4.17M +83,199 +22%
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.1M +$817K +16,304 +4%
SC
100
Scotia Capital
Ontario, Canada
$23M +$5.59M +111,594 +32%

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.