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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
BA
101
Bridgewater Advisors
New York
$22.8M +$304K +6,055 +1%
FFWA
102
FRG Family Wealth Advisors
Washington
$22.7M -$4.83M -96,408 -18%
SQA
103
Simon Quick Advisors
New Jersey
$22.6M -$6.56M -130,877 -23%
HH
104
Hilltop Holdings
Texas
$22.5M +$11.4M +226,552 +102%
PWA
105
Peterson Wealth Advisors
Utah
$22.1M -$1.25M -24,962 -5%
GG
106
Greenwood Gearhart
Arkansas
$21.9M -$6.36M -126,866 -23%
KAS
107
Kestra Advisory Services
Texas
$21.7M +$6.71M +133,932 +45%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$21.7M +$2.04M +40,729 +10%
EK
109
Evensky & Katz
Florida
$21.4M -$308K -6,141 -1%
CFG
110
Citizens Financial Group
Rhode Island
$21.2M +$2.41M +48,113 +13%
IWMWV
111
Ironwood Wealth Management (West Virginia)
West Virginia
$20.6M -$271K -5,408 -1%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$20.5M +$1.96M +39,094 +11%
WIC
113
Woodmont Investment Counsel
Tennessee
$20.4M -$2.01M -40,140 -9%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$20.2M -$1.88M -37,426 -8%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$20M +$5.18M +103,275 +35%
KFP
116
KB Financial Partners
New Jersey
$19.9M +$1.86M +37,009 +10%
FPCP
117
Fort Point Capital Partners
California
$19.8M +$19.1M +381,422 +2,760%
WAM
118
Weatherly Asset Management
California
$19.4M +$277K +5,521 +1%
RCA
119
Reitz Capital Advisors
Michigan
$19.2M -$61.9K -1,235 -0.3%
RCS
120
Retirement Capital Strategies
California
$19M +$19M +379,431 New
SFA
121
Sequoia Financial Advisors
Ohio
$19M -$2.71M -54,018 -12%
PCA
122
Pallas Capital Advisors
Massachusetts
$18.8M +$18.8M +375,806 New
AWE
123
Avidian Wealth Enterprises
Texas
$18.8M +$10.2M +204,431 +120%
Truist Financial
124
Truist Financial
North Carolina
$18.7M +$6.68M +133,251 +55%
SWP
125
Summit Wealth Partners
Florida
$18.7M -$1.02M -20,413 -5%

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.