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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
FCFC
451
First Citizens Financial Corp
Iowa
$2.58M -$122K -2,435 -5%
MAG
452
Mayfair Advisory Group
Alabama
$2.54M +$1.79M +35,778 +240%
GWM
453
Gray Wealth Management
Maine
$2.52M +$1.54M +30,676 +157%
BAM
454
BOS Asset Management
Illinois
$2.48M +$2.48M +49,540 New
FA
455
Flagstar Advisors
New York
$2.47M +$674K +13,446 +38%
HWM
456
Howard Wealth Management
Connecticut
$2.47M -$2.27M -45,313 -48%
NF
457
Nikulski Financial
Iowa
$2.46M +$93.1K +1,857 +4%
BOH
458
Bank of Hawaii
Hawaii
$2.45M -$44.5K -888 -2%
EFH
459
Eaton Financial Holdings
Florida
$2.43M +$2.43M +48,504 New
RBC
460
Roble Belko & Company
Pennsylvania
$2.43M +$910K +18,157 +60%
FIM
461
Freedom Investment Management
Connecticut
$2.42M -$578K -11,540 -19%
SIC
462
Salem Investment Counselors
North Carolina
$2.41M -$452K -9,010 -16%
CRWM
463
Castle Rock Wealth Management
California
$2.41M +$1.96M +39,066 +442%
RPCA
464
Running Point Capital Advisors
California
$2.4M +$5.96K +119 +0.2%
SOS
465
Silver Oak Securities
Tennessee
$2.36M -$545K -10,874 -19%
AF
466
Advisornet Financial
Minnesota
$2.35M -$89.7K -1,790 -4%
WWP
467
WR Wealth Planners
Missouri
$2.35M -$116K -2,324 -5%
State of Tennessee, Department of Treasury
468
State of Tennessee, Department of Treasury
Tennessee
$2.34M +$2.34M +46,700 New
CCM
469
Condor Capital Management
New Jersey
$2.34M -$93.4K -1,864 -4%
SSWM
470
Sheets Smith Wealth Management
North Carolina
$2.32M +$409K +8,168 +21%
BAWC
471
Boyce & Associates Wealth Consulting
Texas
$2.31M +$227K +4,533 +11%
FAG
472
Financial Advisory Group
Texas
$2.29M -$887K -17,688 -28%
MGIA
473
Matthew Goff Investment Advisor
Texas
$2.28M +$945K +18,848 +71%
BCM
474
Brookstone Capital Management
Illinois
$2.24M +$2M +39,855 +818%
AWM
475
Apollon Wealth Management
South Carolina
$2.21M +$1.33M +26,549 +151%

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.