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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
SA
201
Stewardship Advisors
Pennsylvania
$9.33M +$446K +8,900 +5%
FA
202
FDx Advisors
Illinois
$9.24M +$318K +6,348 +4%
AIC
203
Archer Investment Corporation
Indiana
$9.21M -$200K -3,987 -2%
HSG
204
Helen Stephens Group
Texas
$9.06M +$1.37M +27,280 +18%
MIAN
205
Mariner Independent Advisor Network
Kansas
$8.86M -$103K -2,060 -1%
DADC
206
D.A. Davidson & Co
Montana
$8.75M -$132K -2,626 -1%
MIS
207
Morningstar Investment Services
Illinois
$8.64M +$8.64M +172,405 New
TIAM2
208
Tru Independence Asset Management 2
Oregon
$8.63M -$6.47M -129,016 -43%
HWP
209
Highline Wealth Partners
California
$8.52M +$8.52M +169,908 New
FMP
210
Financial Management Professionals
Texas
$8.52M +$3.64M +72,686 +75%
HKIM
211
Hayek Kallen Investment Management
Alabama
$8.47M +$30.9K +616 +0.4%
5SA
212
5th Street Advisors
Connecticut
$8.46M +$7.54M +150,470 +831%
CTA
213
Colonial Trust Advisors
South Carolina
$8.45M +$8.45M +168,501 New
CL
214
CPWM LLC
Washington
$8.45M -$4.45M -88,788 -35%
SFP
215
Sandbox Financial Partners
Maryland
$8.27M +$1.6M +32,011 +24%
KCM
216
Kendall Capital Management
Maryland
$8.27M +$230K +4,588 +3%
OA
217
Oxbow Advisors
Texas
$8.03M +$30.9K +617 +0.4%
CPWA
218
Cerro Pacific Wealth Advisors
California
$7.9M -$1.52M -30,251 -16%
PPW
219
Pasadena Private Wealth
California
$7.83M +$7.83M +156,137 New
JWCA
220
J.W. Cole Advisors
Florida
$7.81M +$1.63M +32,563 +26%
UB
221
UMB Bank
Missouri
$7.78M -$2.4M -47,899 -24%
GCA
222
Gradient Capital Advisors
California
$7.75M -$300K -5,984 -4%
CWA
223
Choice Wealth Advisors
Maine
$7.75M +$7.74M +154,444 New
PA
224
Perennial Advisors
New York
$7.72M +$1.07M +21,286 +16%
PWM
225
Prentice Wealth Management
New York
$7.65M -$1.34M -26,649 -15%

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.