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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$94.5M +$5.43M +108,397 +6%
CAN
27
Cetera Advisor Networks
California
$89.1M +$20.4M +407,021 +30%
Jane Street
28
Jane Street
New York
$84.5M +$84.2M +1,679,066 +27,400%
TC
29
TownSquare Capital
Utah
$83.7M +$6.58M +131,210 +9%
FDCC
30
Foster Dykema Cabot & Co
Massachusetts
$79.8M -$118M -2,360,647 -60%
MML Investors Services
31
MML Investors Services
Massachusetts
$79M +$24.2M +482,642 +44%
UCFA
32
United Capital Financial Advisors
Texas
$75M -$3.75M -74,730 -5%
AssetMark Inc
33
AssetMark Inc
California
$75M -$101M -2,023,913 -58%
SFS
34
Sowell Financial Services
Arkansas
$66.3M +$28.8M +574,753 +77%
CM
35
Cornerstone Management
Georgia
$61.6M -$16.2M -322,460 -21%
SEI Investments
36
SEI Investments
Pennsylvania
$60.2M -$3.68M -73,375 -6%
AA
37
Ancora Advisors
Ohio
$59.5M +$1.51M +30,104 +3%
ACP
38
Arcus Capital Partners
Georgia
$59.2M +$28.7M +573,154 +94%
SWM
39
Spire Wealth Management
Virginia
$58.6M +$5.2M +103,739 +10%
SIA
40
Soltis Investment Advisors
Utah
$57.7M +$33.1M +659,655 +134%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$57M +$37M +738,353 +185%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$56.7M -$26.3M -525,455 -32%
CIAS
43
Capital Investment Advisory Services
North Carolina
$55.1M +$3.93M +78,347 +8%
Stifel Financial
44
Stifel Financial
Missouri
$53.8M +$16.4M +327,825 +44%
I
45
INVST
Indiana
$53.7M +$53.4M +1,066,032 New
MC
46
McMorgan & Co
California
$53.6M +$12.9M +257,867 +32%
AWM
47
AE Wealth Management
Kansas
$53.6M -$1.04M -20,711 -2%
AP
48
Appleton Partners
Massachusetts
$53.2M +$4.58M +91,420 +9%
BI
49
Bramshill Investments
Florida
$52.5M +$52.5M +1,047,787 New
RCM
50
Requisite Capital Management
Texas
$51.5M -$13.5M -270,292 -21%

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.