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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
PA
376
Paragon Advisors
Texas
$3.95M +$424K +8,452 +12%
GRP
377
Global Retirement Partners
California
$3.94M -$275K -5,484 -7%
CCA
378
Childress Capital Advisors
Texas
$3.89M +$2.25M +44,821 +136%
CAC
379
Certified Advisory Corp
Florida
$3.89M -$1.15M -22,973 -23%
JWM
380
JGP Wealth Management
Oregon
$3.87M +$2.68M +53,542 +226%
IFG
381
Independent Financial Group
California
$3.85M +$1.63M +32,555 +74%
EFS
382
Essex Financial Services
Connecticut
$3.83M +$555K +11,070 +17%
AWA
383
Acorn Wealth Advisors
Michigan
$3.82M -$621K -12,396 -14%
KWM
384
Kingsview Wealth Management
Oregon
$3.8M +$1.13M +22,485 +42%
AFA
385
American Financial Advisors
Georgia
$3.77M +$3.21M +64,038 +572%
CWM
386
Centurion Wealth Management
Virginia
$3.76M +$3.76M +75,103 New
WMA
387
West Michigan Advisors
Michigan
$3.74M +$764K +15,242 +26%
GM
388
GeoWealth Management
Illinois
$3.73M +$409K +8,157 +12%
JWA
389
JFS Wealth Advisors
Pennsylvania
$3.73M +$215K +4,283 +6%
SSWM
390
Smith Salley Wealth Management
North Carolina
$3.68M -$3.1M -61,829 -46%
FHB
391
First Hawaiian Bank
Hawaii
$3.64M +$3.31M +66,084 +1,011%
TC
392
TAP Consulting
Missouri
$3.63M +$51.4K +1,025 +1%
CP
393
Castleview Partners
Texas
$3.58M +$227K +4,537 +7%
VP
394
Verum Partners
North Carolina
$3.55M +$3.55M +70,733 New
TCWM
395
Total Clarity Wealth Management
Illinois
$3.54M +$1.16M +23,195 +49%
BFEC
396
Benjamin F. Edwards & Company
Missouri
$3.47M +$732K +14,613 +27%
AWMS
397
Advocacy Wealth Management Services
Georgia
$3.45M +$450K +8,968 +15%
SPIA
398
Steward Partners Investment Advisory
New York
$3.44M +$198K +3,958 +6%
JFG
399
Jefferies Financial Group
New York
$3.41M +$3.4M +67,925 New
FCA
400
Fortis Capital Advisors
Kansas
$3.4M +$3.4M +67,913 New

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.