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JPMorgan Ultra-Short Income ETF

929 hedge funds and large institutions have $17.4B invested in JPMorgan Ultra-Short Income ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 355 increasing their positions, 365 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 73

10% more capital invested

Capital invested by funds: $15.8B → $17.4B (+$1.54B)

8% more funds holding

Funds holding: 858929 (+71)

1.19% more ownership

Funds ownership: 72.21%73.4% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 189190 (+1)

3% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 365

Holders
929
Holders Change
+71
Holders Change %
+8.28%
% of All Funds
14.93%
Holding in Top 10
190
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
3.05%
New
162
Increased
355
Reduced
365
Closed
73
Calls
$4.55M
Puts
Net Calls
+$4.55M
Net Calls Change
-$8.22M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
301
Concorde Financial
Texas
$5.92M
SB
302
Strategic Blueprint
Georgia
$5.9M +$3.27M +65,213 +124%
SWM
303
Silverlake Wealth Management
Vermont
$5.86M -$347K -6,926 -6%
CWC
304
Carolinas Wealth Consulting
North Carolina
$5.82M +$1.3M +25,881 +29%
WWM
305
WT Wealth Management
Arizona
$5.8M +$469K +9,359 +9%
UB
306
UMB Bank
Missouri
$5.79M -$1.99M -39,645 -26%
VCM
307
Virtue Capital Management
Tennessee
$5.64M -$869K -17,335 -13%
SLWA
308
San Luis Wealth Advisors
California
$5.62M +$4.03M +80,370 +253%
FWA
309
FSM Wealth Advisors
Ohio
$5.61M +$502K +10,011 +10%
TIA
310
Tiemann Investment Advisors
California
$5.61M +$1.49M +29,695 +36%
PI
311
Parkside Investments
Illinois
$5.55M +$842K +16,800 +18%
ACA
312
Aspire Capital Advisors
Washington
$5.55M -$168K -3,354 -3%
JFA
313
JNBA Financial Advisors
Minnesota
$5.54M -$114K -2,275 -2%
IHWM
314
Iron Horse Wealth Management
Iowa
$5.44M +$3.32M +66,196 +157%
CPO
315
Cerity Partners OCIO
New York
$5.42M +$5.42M +108,077 New
EWA
316
EP Wealth Advisors
California
$5.39M -$827K -16,499 -13%
FM
317
Family Management
New York
$5.38M -$151K -3,011 -3%
PPWM
318
Paragon Private Wealth Management
Kentucky
$5.37M +$654K +13,045 +14%
ACS
319
Archford Capital Strategies
Illinois
$5.36M +$4.31M +86,042 +413%
WCM
320
Wunderlich Capital Managemnt
Tennessee
$5.31M +$298K +5,951 +6%
WPA
321
West Paces Advisors
Georgia
$5.3M -$53K -1,058 -1%
BC
322
Bartlett & Co
Ohio
$5.28M -$358K -7,136 -6%
BCWM
323
Bartlett & Co Wealth Management
Ohio
$5.27M -$358K -7,136 -6%
TCM
324
Tradewinds Capital Management
Washington
$5.27M -$227K -4,529 -4%
DWA
325
Delos Wealth Advisors
Texas
$5.26M +$1.09M +21,771 +26%

JPST Hedge Fund Activity: Q4 2022 in Review

929 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2022, worth a combined $17.4B — up 9.7% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new JPST positions and 73 closed out — a net gain of 89 holders — while 355 added to existing stakes and 365 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $428M. The largest seller was Clark Capital Management Group, cutting an estimated $204M.

  • 929 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2022, up from 858 in Q3 2022.
  • Funds reported $17.4B of JPMorgan Ultra-Short Income ETF stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 162 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2022 and 73 closed out, a net change of +89 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2022 was Morgan Stanley, an estimated $428M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2022 was Clark Capital Management Group, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2022.