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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
PAG
576
Private Advisor Group
New Jersey
$1.25M -$5.22M -104,230 -16%
MHS
577
M Holdings Securities
Oregon
$1.25M +$53.9K +1,076 +5%
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$1.24M +$145K +2,885 +13%
CA
579
CGN Advisors
Kansas
$1.24M -$238K -4,749 -16%
BWM
580
Birchcreek Wealth Management
Ohio
$1.23M -$7.42K -148 -0.6%
HIA
581
Harbor Investment Advisory
Maryland
$1.22M +$190K +3,797 +18%
ACA
582
Atlas Capital Advisors
Wyoming
$1.21M -$22K -438 -2%
DIM
583
Delta Investment Management
California
$1.19M -$11.3K -226 -0.9%
AG
584
Ascent Group
Virginia
$1.19M +$191K +3,801 +19%
VWM
585
Valley Wealth Managers
New Jersey
$1.19M +$2.26K +45 +0.2%
BWG
586
Beta Wealth Group
California
$1.18M +$10.2K +203 +0.9%
SPA
587
Shore Point Advisors
New Jersey
$1.17M +$1.17M +23,427 New
CFAM
588
Center For Asset Management
Florida
$1.16M +$733K +14,628 +171%
Comerica Bank
589
Comerica Bank
Texas
$1.16M -$517K -10,318 -31%
QFA
590
Quattro Financial Advisors
Texas
$1.14M +$1.14M +22,768 New
EWA
591
Etesian Wealth Advisors
Oregon
$1.13M +$1.13M +22,620 New
AWA
592
Amplius Wealth Advisors
Pennsylvania
$1.13M -$690K -13,771 -38%
WIA
593
Westbourne Investment Advisors
Maryland
$1.13M -$510K -10,178 -31%
GI
594
Glovista Investments
New Jersey
$1.12M -$1.03M -20,526 -48%
AIP
595
Almanack Investment Partners
Pennsylvania
$1.12M -$4.52M -90,196 -80%
MSWMA
596
Market Street Wealth Management Advisors
Indiana
$1.11M +$1.11M +22,230 New
HIC
597
Holderness Investments Company
North Carolina
$1.11M +$2.96K +59 +0.3%
ICP
598
Interchange Capital Partners
Pennsylvania
$1.09M +$251K +5,002 +30%
PIMG
599
Patriot Investment Management Group
Tennessee
$1.08M +$27.4K +546 +3%
SWA
600
Stratos Wealth Advisors
Ohio
$1.08M -$5.06K -101 -0.5%

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.