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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
Morgan Stanley
1
Morgan Stanley
New York
$2.39B +$535M +10,681,491 +29%
Bank of America
2
Bank of America
North Carolina
$981M +$131M +2,620,396 +15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$974M +$17M +339,829 +2%
UBS Group
4
UBS Group
Switzerland
$489M +$56.8M +1,132,575 +13%
AAS
5
Avantax Advisory Services
Texas
$421M -$13.2M -263,417 -3%
Wells Fargo
6
Wells Fargo
California
$406M +$72.4M +1,444,328 +22%
SW
7
SVB Wealth
Massachusetts
$376M +$8.24M +164,450 +2%
LPL Financial
8
LPL Financial
California
$317M +$98.7M +1,968,343 +45%
JP Morgan Chase
9
JP Morgan Chase
New York
$314M +$4.86M +96,920 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$307M +$114M +2,271,795 +59%
GC
11
Grimes & Company
Massachusetts
$292M -$26.8M -535,090 -8%
HWM
12
HB Wealth Management
Georgia
$285M -$1.73M -34,558 -0.6%
CCMG
13
Clark Capital Management Group
Pennsylvania
$204M -$1.44M -28,631 -0.7%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$203M +$13.4M +267,774 +7%
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$198M +$1.41M +28,034 +0.7%
Betterment LLC
16
Betterment LLC
New York
$186M
LWMT
17
Legacy Wealth Management (Tennessee)
Tennessee
$183M +$103M +2,060,060 +130%
AssetMark Inc
18
AssetMark Inc
California
$177M -$13.8M -274,719 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$171M +$53.2M +1,062,245 +45%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$151M +$56M +1,118,022 +59%
Charles Schwab
21
Charles Schwab
California
$149M +$149M +2,974,316 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$146M -$1.51M -30,148 -1%
S
23
SignatureFD
Georgia
$116M -$12.1M -240,838 -9%
TW
24
Transform Wealth
Colorado
$115M +$111M +2,207,950 +2,811%
AWS
25
AJ Wealth Strategies
New York
$111M +$6.29M +125,551 +6%

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.