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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
MAM
351
MMA Asset Management
Pennsylvania
$4.46M +$808K +16,123 +22%
CPIG
352
Chicago Partners Investment Group
Illinois
$4.43M +$107K +2,131 +2%
IAN
353
Integrated Advisors Network
Texas
$4.43M +$3.77M +75,208 +574%
AWM
354
Avior Wealth Management
Nebraska
$4.43M -$640K -12,759 -13%
CW
355
CreativeOne Wealth
Kansas
$4.42M +$1.37M +27,340 +45%
TWM
356
TriaGen Wealth Management
California
$4.28M -$1.74M -34,714 -29%
SCM
357
SOL Capital Management
Maryland
$4.28M +$2.3M +45,893 +116%
FPIS
358
Financial Planning & Information Services
Wisconsin
$4.27M +$4.27M +85,273 New
BB
359
Bell Bank
North Dakota
$4.26M +$4.26M +85,039 New
HPC
360
HM Payson & Co
Maine
$4.25M -$2.2M -43,903 -34%
WEG
361
World Equity Group
Illinois
$4.25M +$3.78M +75,499 +810%
NCG
362
Newport Capital Group
New Jersey
$4.23M +$1.78M +35,587 +73%
JAG
363
Journey Advisory Group
Kentucky
$4.19M -$11.2M -223,801 -73%
IIC
364
Ironwood Investment Counsel
Arizona
$4.16M +$616K +12,293 +17%
AIM
365
Anchor Investment Management
South Carolina
$4.04M +$99.4K +1,983 +3%
WPW
366
Waldron Private Wealth
Pennsylvania
$4.04M
MA
367
MBA Advisors
Pennsylvania
$4.04M -$369K -7,365 -8%
CG
368
CFO4Life Group
Texas
$4.02M +$55.2K +1,101 +1%
C
369
CFO4Life
Texas
$4.02M +$4.02M +80,288 New
DC
370
Darrow Company
Massachusetts
$4.02M +$184K +3,667 +5%
OC
371
Oppenheimer & Co
New York
$4.01M -$1.77M -35,236 -31%
BAM
372
Belpointe Asset Management
Nevada
$4M -$2.43M -48,382 -38%
BPA
373
Beacon Pointe Advisors
California
$3.98M +$311K +6,196 +8%
HIP
374
HUB Investment Partners
Texas
$3.98M +$1.75M +34,893 +78%
PP
375
PDS Planning
Ohio
$3.96M +$1.46M +29,218 +59%

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.