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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
AFG
126
Albion Financial Group
Utah
$18.6M +$74K +1,477 +0.4%
BB
127
Berkshire Bank
Massachusetts
$18.3M -$349K -6,959 -2%
PWM
128
PRW Wealth Management
Massachusetts
$17.6M +$17.6M +351,553 New
SWP
129
Stratos Wealth Partners
Ohio
$17.6M +$3.19M +63,557 +22%
CTC
130
Central Trust Company
Missouri
$17.4M -$5.37M -107,115 -24%
RW
131
REDW Wealth
New Mexico
$17M -$15.6M -311,649 -48%
LPT
132
Legacy Private Trust
Wisconsin
$16.5M -$2.78M -55,540 -14%
TYCC
133
Texas Yale Capital Corp
Florida
$16.4M -$2.73M -54,382 -14%
TNB
134
Thomasville National Bank
Georgia
$16.4M +$290K +5,791 +2%
AIA
135
Arbor Investment Advisors
North Carolina
$16.2M -$662K -13,203 -4%
CCA
136
Cobblestone Capital Advisors
New York
$15.8M +$64.1K +1,278 +0.4%
BO
137
BRR OpCo
Ohio
$15.6M -$9.15M -182,449 -37%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$15.6M -$459K -9,165 -3%
RWA
139
Roberts Wealth Advisors
California
$15.5M +$90.4K +1,804 +0.6%
MAC
140
Mason & Associates (California)
California
$15.5M +$2.19M +43,601 +16%
VIA
141
Vickerman Investment Advisors
Washington
$15.5M +$2.13M +42,561 +16%
MHR
142
Matthew Hamilton Rosenberg
$15.4M +$1.29M +25,801 +9%
JAG
143
Journey Advisory Group
Kentucky
$15.4M -$413K -8,248 -3%
AWS
144
Atria Wealth Solutions
New York
$15.3M +$3.72M +74,218 +32%
BTWM
145
Baker Tilly Wealth Management
Wisconsin
$14.9M +$205K +4,081 +1%
LGA
146
Lebenthal Global Advisors
New York
$14.9M +$14.9M +297,226 New
NA
147
Nottingham Advisors
New York
$14.9M -$1.08M -21,518 -7%
OIA
148
OneDigital Investment Advisors
Kansas
$14.8M -$54.7K -1,091 -0.4%
DOA
149
D'Orazio & Associates
Virginia
$14.7M +$14.7M +292,664 New
PCMN
150
Paradigm Capital Management (Nevada)
Nevada
$14.5M -$389K -7,762 -3%

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.