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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
GG
551
Gofen & Glossberg
Illinois
$1.48M +$24.1K +480 +2%
SDH
552
Sloy Dahl & Holst
Washington
$1.47M -$50.1K -1,000 -3%
CI
553
Ceera Investments
Texas
$1.47M -$281K -5,615 -16%
ESB
554
Essex Savings Bank
Connecticut
$1.46M +$1.1M +21,982 +309%
AFP
555
Ausdal Financial Partners
Iowa
$1.46M +$1.46M +29,080 New
PA
556
Parallel Advisors
California
$1.46M -$160K -3,188 -10%
SIAP
557
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.45M -$962K -19,200 -40%
CGH
558
Crossmark Global Holdings
Texas
$1.45M
AWM
559
Avaii Wealth Management
Wisconsin
$1.44M +$547K +10,909 +61%
PA
560
Planning Alternatives
Michigan
$1.44M +$99.9K +1,993 +7%
BMWM
561
Brown Miller Wealth Management
Virginia
$1.42M -$1.88M -37,530 -57%
CCP
562
Clarkston Capital Partners
Michigan
$1.42M -$592K -11,820 -29%
CA
563
Continuum Advisory
Idaho
$1.41M -$2.9M -57,756 -67%
RA
564
RFG Advisory
Alabama
$1.38M +$892K +17,803 +182%
EA
565
Ergawealth Advisors
Illinois
$1.38M +$1.38M +27,529 New
HL
566
HeadInvest LLC
Maine
$1.37M -$327K -6,530 -19%
SRC
567
Shufro Rose & Co
New York
$1.36M -$3.35M -66,830 -71%
GWANC
568
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.36M +$324K +6,464 +31%
EBWM
569
Eagle Bluffs Wealth Management
Missouri
$1.35M -$143K -2,850 -10%
PFS
570
Prospera Financial Services
Texas
$1.35M -$971K -19,373 -42%
SFB
571
STAR Financial Bank
Indiana
$1.33M +$1.33M +26,560 New
BEAM
572
Baker Ellis Asset Management
Washington
$1.31M -$273K -5,455 -17%
PCM
573
Prelude Capital Management
New York
$1.3M +$1.3M +26,030 New
FFA
574
Fragasso Financial Advisors
Pennsylvania
$1.27M -$28.9K -577 -2%
DC
575
Davenport & Co
Virginia
$1.26M -$165K -3,299 -12%

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.