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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
SAM
476
SP Asset Management
California
$2.2M +$1.73M +34,450 +363%
CAM
477
Cozad Asset Management
Illinois
$2.2M +$579K +11,545 +36%
SG
478
Sharper & Granite
California
$2.18M +$2.18M +43,550 New
OC
479
Oarsman Capital
Wisconsin
$2.17M +$2.17M +43,347 New
WP
480
WealthSource Partners
California
$2.17M +$1.36M +27,105 +168%
CM
481
Capital Management
Virginia
$2.16M -$72K -1,436 -3%
FC
482
FCA Corp
Texas
$2.16M -$134K -2,665 -6%
TC
483
Trilogy Capital
California
$2.15M +$2.15M +42,856 New
FCG
484
Financial Connections Group
California
$2.15M +$2.15M +42,828 New
NA
485
NewEdge Advisors
Louisiana
$2.14M -$1.7M -33,874 -14%
FCAG
486
First Capital Advisors Group
New Jersey
$2.14M -$394K -7,859 -16%
SIA
487
SkyView Investment Advisors
New Jersey
$2.14M -$394K -7,859 -16%
SC
488
Savant Capital
Illinois
$2.13M -$154K -3,076 -7%
LSIA
489
LaSalle St. Investment Advisors
Illinois
$2.12M +$2.12M +42,339 New
HKAM
490
Horizon Kinetics Asset Management
New York
$2.12M +$1.87M +37,268 +757%
GIA
491
Gladstone Institutional Advisory
Florida
$2.11M -$534K -10,656 -20%
CIC
492
Carnegie Investment Counsel
Ohio
$2.11M +$2.11M +42,115 New
MWM
493
Mission Wealth Management
California
$2.11M -$231K -4,609 -10%
NI
494
Nepsis Inc
Minnesota
$2.1M -$48.4K -965 -2%
TLFA
495
True Link Financial Advisors
California
$2.1M -$2.8M -55,893 -57%
E
496
ETFidea
New York
$2.01M +$2.01M +40,099 New
IFO
497
Intrepid Family Office
Florida
$2.01M +$2.01M +40,000 New
NCM
498
Northwest Capital Management
Oregon
$2M -$189K -3,771 -9%
LL
499
LPWM LLC
Minnesota
$1.98M +$16.6K +332 +0.8%
LW
500
Linscomb Wealth
Texas
$1.97M +$326K +6,495 +20%

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.