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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
SFWC
401
Strategic Family Wealth Counselors
New Jersey
$3.38M -$394K -7,852 -10%
OPA
402
Old Port Advisors
Maine
$3.36M -$122K -2,427 -3%
AC
403
Asio Capital
Kentucky
$3.35M -$8.21M -163,792 -71%
NFG
404
Nations Financial Group
Iowa
$3.34M +$321K +6,403 +11%
BBA
405
BLB&B Advisors
Pennsylvania
$3.33M -$656K -13,094 -16%
ICM
406
IMS Capital Management
Oregon
$3.27M -$888K -17,716 -21%
PWS
407
Private Wealth Strategies
Ohio
$3.27M +$3.03M +60,435 +1,276%
NL
408
NWAM LLC
Washington
$3.27M -$484K -9,654 -13%
AWM
409
Aries Wealth Management
Maine
$3.19M -$296K -5,900 -8%
OPWM
410
Oxinas Partners Wealth Management
Indiana
$3.18M -$293K -5,840 -8%
DWP
411
Daymark Wealth Partners
Ohio
$3.17M +$3.17M +63,234 New
Wealthfront Advisers
412
Wealthfront Advisers
California
$3.14M +$968K +19,314 +45%
EFS
413
Econ Financial Services
Pennsylvania
$3.13M -$125K -2,495 -4%
FA
414
Fermata Advisors
California
$3.11M +$770K +15,356 +33%
CWA
415
Centennial Wealth Advisory
Michigan
$3.09M -$556K -11,094 -15%
MFS
416
Madrona Financial Services
Washington
$3.09M +$3.09M +61,564 New
SWA
417
SFMG Wealth Advisors
Texas
$3.08M +$3.08M +61,478 New
IIA
418
Integral Investment Advisors
California
$3.08M -$313K -6,237 -9%
CAG
419
Curtis Advisory Group
California
$3.08M +$640K +12,759 +26%
NCM
420
Novare Capital Management
North Carolina
$3.07M +$10.4K +208 +0.3%
PG
421
Patten Group
Tennessee
$3.05M +$2.58M +51,453 +549%
FW
422
FirstPurpose Wealth
Utah
$3.04M +$205K +4,094 +7%
CIA
423
Caerus Investment Advisors
Texas
$3.03M +$1.69M +33,770 +126%
PWM
424
Perigon Wealth Management
California
$3M +$2.15M +42,795 +250%
SDWIA
425
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.96M -$1.16M -23,195 -28%

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.