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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
Cerity Partners
151
Cerity Partners
New York
$14.4M -$881K -17,583 -6%
SFG
152
Sunburst Financial Group
Alabama
$14.3M +$2.34M +46,714 +20%
BA
153
Bristlecone Advisors
Washington
$14.1M +$35.2K +703 +0.3%
MRCM
154
M&R Capital Management
New Jersey
$14M -$1.01M -20,102 -7%
FNT
155
First National Trust
Pennsylvania
$13.8M +$7.28M +145,156 +112%
FIBT
156
First International Bank & Trust
North Dakota
$13.7M +$146K +2,918 +1%
LC
157
Legacy CG
Texas
$13.2M +$4.72M +94,165 +55%
CAM
158
Cresset Asset Management
Illinois
$13.2M -$104K -2,084 -0.8%
SAS
159
Sage Advisory Services
Texas
$13.1M +$630K +12,573 +5%
NW
160
NewEdge Wealth
Pennsylvania
$13.1M -$1.92M -38,388 -13%
CAWM
161
Capital Advisors Wealth Management
Washington
$12.9M +$3.84M +76,604 +42%
PIA
162
Pinion Investment Advisors
Kansas
$12.9M -$1.35M -26,949 -9%
IWN
163
Independent Wealth Network
Iowa
$12.7M +$269K +5,366 +2%
MFP
164
Meridian Financial Partners
Virginia
$12.6M -$512K -10,206 -4%
SW
165
StrongBox Wealth
Missouri
$12.6M +$1.6M +31,888 +15%
SFG
166
StrategIQ Financial Group
Indiana
$12.5M -$452K -9,018 -4%
GKWIM
167
Gerber Kawasaki Wealth & Investment Management
California
$12.3M +$11.4M +228,401 +1,359%
SW
168
SkyOak Wealth
Michigan
$12.1M -$23.8K -474 -0.2%
PA
169
Prism Advisors
California
$12M -$308K -6,140 -2%
SHGA
170
Sand Hill Global Advisors
California
$12M +$522K +10,407 +5%
MWC
171
MBM Wealth Consultants
Missouri
$11.9M +$1.23M +24,506 +11%
DWM
172
Doyle Wealth Management
Florida
$11.9M +$3.15M +62,855 +36%
FA
173
Fountainhead AM
New Jersey
$11.8M +$2.27M +45,333 +24%
NA
174
NewEdge Advisors
Louisiana
$11.8M +$4.74M +94,569 +67%
AC
175
Asio Capital
Kentucky
$11.6M -$9.84M -196,210 -46%

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.