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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
BTIM
526
BancFirst Trust & Investment Management
Oklahoma
$1.71M
LPAM
527
Lodestar Private Asset Management
California
$1.68M +$1.68M +33,553 New
AF
528
Affiance Financial
Minnesota
$1.68M +$1.4M +27,907 +499%
NCM
529
Next Capital Management
New York
$1.68M -$110K -2,185 -6%
AHC
530
Adell Harriman & Carpenter
Texas
$1.67M -$425K -8,470 -20%
BWA
531
BDO Wealth Advisors
Florida
$1.65M -$260K -5,183 -14%
WSTAM
532
Wilbanks Smith & Thomas Asset Management
Virginia
$1.63M +$353K +7,052 +28%
AWS
533
Aspen Wealth Strategies
Colorado
$1.63M +$1.63M +32,503 New
FEG
534
Financial Enhancement Group
Indiana
$1.62M +$1.44M +28,816 +829%
CW
535
CIC Wealth
Maryland
$1.61M +$1.61M +32,041 New
EWM
536
Echo Wealth Management
Minnesota
$1.58M +$725K +14,468 +85%
ACA
537
Aptus Capital Advisors
Alabama
$1.57M +$155K +3,084 +11%
FFG
538
Frisch Financial Group
New York
$1.56M +$362K +7,218 +30%
RJT
539
Raymond James Trust
Florida
$1.56M -$415K -8,274 -21%
FFA
540
Founders Financial Alliance
North Carolina
$1.56M +$673K +13,434 +76%
CCFM
541
Clear Creek Financial Management
Washington
$1.53M +$1.53M +30,529 New
FC
542
Fusion Capital
South Carolina
$1.53M -$247K -4,937 -14%
QWM
543
Quaker Wealth Management
New Jersey
$1.52M -$288K -5,751 -16%
VWM
544
Venturi Wealth Management
Texas
$1.52M -$44.3K -884 -3%
EWS
545
Evergreen Wealth Solutions
Pennsylvania
$1.51M +$1.51M +30,182 New
IA
546
Insight Advisors
Pennsylvania
$1.51M -$108K -2,154 -7%
EWMCB
547
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.5M +$1.17M +23,429 +358%
GWM
548
GSB Wealth Management
Connecticut
$1.49M -$58.2K -1,162 -4%
LSPW
549
Lake Street Private Wealth
Illinois
$1.48M -$1.07M -21,394 -42%
SAM
550
SignalPoint Asset Management
Missouri
$1.48M -$22K -439 -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.