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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
VIM
601
Vista Investment Management
Pennsylvania
$1.06M +$234K +4,675 +28%
PA
602
Prossimo Advisors
California
$1.06M +$1.06M +21,190 New
MA
603
MONECO Advisors
Connecticut
$1.06M -$17.8K -355 -2%
NB
604
NBT Bank
New York
$1.04M +$641K +12,789 +159%
TFA
605
Tobias Financial Advisors
Florida
$1.04M -$271K -5,402 -21%
DFG
606
Delta Financial Group
New Jersey
$1.04M +$1.04M +20,738 New
TSWM
607
Tyler-Stone Wealth Management
Ohio
$1.01M +$232K +4,630 +30%
TI
608
Tidal Investments
Wisconsin
$1.01M +$1.01M +20,223 New
CC
609
Callan Capital
California
$1.01M +$592K +11,811 +140%
CI
610
CPR Investments
Michigan
$1.01M +$1.01M +20,160 New
WAG
611
Wallace Advisory Group
California
$1.01M +$1.01M +20,153 New
RCG
612
Rock Creek Group
District of Columbia
$999K +$999K +19,936 New
PIA
613
Perennial Investment Advisors
California
$987K +$180K +3,582 +22%
H
614
HoyleCohen
California
$983K +$32.6K +650 +3%
RIA
615
Realta Investment Advisors
Delaware
$973K +$530K +10,581 +120%
ETIA
616
Epic Trust Investment Advisors
Washington
$969K -$265K -5,285 -21%
SWM
617
Sanctuary Wealth Management
Idaho
$968K +$14.9K +298 +2%
NC
618
NewSquare Capital
Pennsylvania
$968K -$360K -7,190 -27%
NEPWA
619
New England Private Wealth Advisors
Massachusetts
$952K +$17.3K +346 +2%
NCM
620
New Capital Management
Texas
$952K +$952K +18,987 New
SFG
621
Sovereign Financial Group
Connecticut
$951K +$51.4K +1,026 +6%
SWP
622
Strategic Wealth Partners
Ohio
$949K -$176K -3,519 -16%
BF
623
BOK Financial
Oklahoma
$935K +$151K +3,003 +19%
HA
624
Herold Advisors
New York
$935K +$363K +7,240 +63%
Members Trust
625
Members Trust
Florida
$929K -$2M -39,921 -68%

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.