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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
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$1.96M +$343K +6,837 +21%
AC
502
AIFG Consultants
New York
$1.96M +$1.96M +39,101 New
BWA
503
Boulder Wealth Advisors
Colorado
$1.94M +$1.94M +38,638 New
OCPWS
504
One Charles Private Wealth Services
Massachusetts
$1.91M -$129K -2,579 -6%
MTWM
505
Masso Torrence Wealth Management
New Jersey
$1.91M -$1.15M -22,899 -38%
IDA
506
Intelligence Driven Advisers
California
$1.87M -$930K -18,552 -33%
FM
507
Foster & Motley
Ohio
$1.86M -$1.74M -34,759 -48%
Bank of New York Mellon
508
Bank of New York Mellon
New York
$1.86M +$1.42M +28,235 +320%
Creative Planning
509
Creative Planning
Kansas
$1.85M -$476K -9,494 -20%
AFS
510
Access Financial Services
Minnesota
$1.81M +$28.6K +570 +2%
BWM
511
Baystate Wealth Management
Massachusetts
$1.81M +$1.47M +29,316 +436%
VFPI
512
Vantage Financial Partners (Illinois)
Illinois
$1.8M -$1.46M -29,190 -45%
BCP
513
Blue Chip Partners
Michigan
$1.76M -$41.7K -832 -2%
AC
514
Apella Capital
Connecticut
$1.75M +$1.75M +34,995 New
DWM
515
Drive Wealth Management
Utah
$1.75M +$693K +13,830 +66%
VWA
516
V Wealth Advisors
Kansas
$1.75M +$150K +2,996 +9%
IA
517
Integrity Advisory
Kansas
$1.75M +$647K +12,913 +59%
RCG
518
Regatta Capital Group
California
$1.74M +$39.6K +790 +2%
RW
519
RVW Wealth
California
$1.74M -$65.2K -1,300 -4%
NWMG
520
National Wealth Management Group
Ohio
$1.73M -$435K -8,671 -20%
WMWM
521
Whitaker-Myers Wealth Managers
Ohio
$1.72M +$1.72M +34,315 New
SFG
522
Sage Financial Group
Pennsylvania
$1.72M -$307K -6,120 -15%
WWM
523
Western Wealth Management
Colorado
$1.72M -$1.27M -25,239 -42%
I2I
524
Insight 2811 Inc
Illinois
$1.71M -$343K -6,846 -17%
PA
525
Pinnacle Associates
New York
$1.71M +$966K +19,275 +130%

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.