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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
VF
426
Vawter Financial
Ohio
$2.95M +$2.95M +58,803 New
DCM
427
Donaldson Capital Management
Indiana
$2.94M -$372K -7,417 -11%
SSW
428
Stone Summit Wealth
Florida
$2.89M +$1.41M +28,197 +95%
RPSA
429
Richard P. Slaughter Associates
Texas
$2.89M -$762K -15,202 -21%
WB
430
Webster Bank
Connecticut
$2.88M +$2.22M +44,279 +335%
Baird Financial Group
431
Baird Financial Group
Wisconsin
$2.85M +$510K +10,181 +22%
LA
432
Latitude Advisors
Florida
$2.84M -$838K -16,725 -23%
AA
433
Advisory Alpha
Michigan
$2.83M +$157K +3,124 +6%
EP
434
Eudaimonia Partners
Tennessee
$2.82M +$2.82M +56,192 New
Brown Advisory
435
Brown Advisory
Maryland
$2.81M +$2.81M +55,967 New
MBT
436
Montecito Bank & Trust
California
$2.77M +$50.8K +1,013 +2%
VAS
437
Vestmark Advisory Solutions
Massachusetts
$2.75M +$1.49M +29,626 +118%
BA
438
Bridge Advisory
California
$2.73M +$2.73M +54,477 New
AHC
439
Anderson Hoagland & Co
Missouri
$2.73M -$2.08M -41,562 -43%
JIC
440
Joel Isaacson & Co
New York
$2.72M -$62.7K -1,250 -2%
MSFS
441
Main Street Financial Solutions
Pennsylvania
$2.71M -$1.07M -21,390 -28%
GWM
442
Greenwich Wealth Management
Connecticut
$2.68M -$68.4K -1,365 -2%
CA
443
Cambridge Advisors
Nebraska
$2.67M +$104K +2,069 +4%
FT
444
Fiduciary Trust
Massachusetts
$2.67M -$2.09M -41,674 -44%
MA
445
Modus Advisors
Minnesota
$2.67M -$1.53M -30,566 -37%
GL
446
Graypoint LLC
New York
$2.65M -$622K -12,407 -19%
AA
447
Auxano Advisors
Washington
$2.64M -$1.91K -38 -0.1%
GC
448
Gratus Capital
Georgia
$2.63M -$2.32M -46,355 -47%
LWP
449
Laurel Wealth Planning
Minnesota
$2.61M +$459K +9,156 +21%
CTA
450
Chesley Taft & Associates
Illinois
$2.6M -$37.6K -750 -1%

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.