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
DWM
176
Dakota Wealth Management
Florida
$11.6M +$4.99M +99,547 +76%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$11.6M +$7.7M +153,623 +924%
GGS
178
Galvin Gaustad & Stein
Arizona
$11.6M -$1.07M -21,405 -8%
LA
179
LexAurum Advisors
Kansas
$11.2M +$1.74M +34,638 +18%
FWP
180
FAS Wealth Partners
Kansas
$11.2M -$158K -3,147 -1%
SFA
181
Souders Financial Advisors
Ohio
$11.2M +$963K +19,220 +9%
KP
182
Keel Point
Alabama
$11.1M +$276K +5,499 +3%
HCA
183
Horan Capital Advisors
Ohio
$11M +$242K +4,833 +2%
SAM
184
Synergy Asset Management
Washington
$10.9M +$10.9M +217,417 New
ES
185
Eagle Strategies
New York
$10.9M +$7.5M +149,523 +222%
EL
186
Essex LLC
Illinois
$10.8M +$169K +3,371 +2%
HI
187
Harbour Investments
Wisconsin
$10.6M
MA
188
Mutual Advisors
Nebraska
$10.6M +$5.55M +110,624 +110%
KL
189
KWMG LLC
Kansas
$10.6M +$178K +3,554 +2%
DW
190
Domani Wealth
Pennsylvania
$10.5M -$1.59M -31,743 -13%
FF
191
Financial Futures
New Jersey
$10.4M -$1.12M -22,332 -10%
EWM
192
Elmwood Wealth Management
California
$10.3M +$1.01M +20,231 +11%
FF
193
FourThought Financial
Florida
$10.2M +$81K +1,615 +0.8%
LWA
194
Lowe Wealth Advisors
Maryland
$10.1M +$373K +7,441 +4%
NCM
195
Nelson Capital Management
California
$9.97M -$2.47M -49,374 -20%
PMG
196
ProVise Management Group
Florida
$9.9M +$9.9M +197,443 New
ATPW
197
Ashton Thomas Private Wealth
Arizona
$9.89M -$4.18M -83,371 -30%
EWA
198
Encompass Wealth Advisors
Oregon
$9.86M +$10K +200 +0.1%
CFGF
199
Compass Financial Group (Florida)
Florida
$9.69M +$82.9K +1,653 +0.9%
AMR
200
Asset Management Resources
Massachusetts
$9.5M +$2.19M +43,677 +30%

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.