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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
AIM
626
Aspen Investment Management
Michigan
$919K +$919K +18,329 New
PFA
627
Pathway Financial Advisors
Vermont
$917K +$31.7K +633 +4%
BFA
628
Beaumont Financial Advisors
Massachusetts
$907K +$907K +18,086 New
FFA
629
Farther Finance Advisors
California
$898K +$898K +17,910 New
Ameriprise
630
Ameriprise
Minnesota
$896K -$49.5K -988 -5%
HAS
631
HBW Advisory Services
California
$889K +$28K +558 +3%
AWM
632
Aprio Wealth Management
Georgia
$889K +$50.1K +1,000 +6%
PTC
633
Private Trust Company
Ohio
$880K -$202K -4,034 -19%
LFA
634
Laraway Financial Advisors
Minnesota
$875K -$50.8K -1,013 -5%
APP
635
Avantax Planning Partners
Iowa
$874K -$23.4K -466 -3%
SFS
636
Security Financial Services
Indiana
$873K -$296K -5,904 -25%
PWM
637
Prosperity Wealth Management
California
$871K +$871K +17,367 New
TWC
638
TD Waterhouse Canada
Ontario, Canada
$868K -$7.88M -157,300 -92%
US Bancorp
639
US Bancorp
Minnesota
$861K -$143K -2,857 -14%
BMA
640
Brooks Moore & Associates
Tennessee
$859K -$1.37M -27,350 -61%
ACA
641
Ascension Capital Advisors
Texas
$846K +$25.8K +514 +3%
CSPIA
642
Cary Street Partners Investment Advisory
Virginia
$846K -$840K -16,753 -50%
AP
643
Americana Partners
Texas
$840K -$1.36M -27,099 -62%
ERIC
644
Eagle Rock Investment Company
Georgia
$812K
AIM
645
Alhambra Investment Management
Florida
$807K
EWM
646
Endowment Wealth Management
Wisconsin
$799K +$108K +2,149 +16%
HFS
647
Horizon Financial Services
North Carolina
$784K +$58.9K +1,176 +8%
JBA
648
Johnson Bixby & Associates
Washington
$765K +$259K +5,168 +51%
AWAP
649
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$762K -$3.36K -67 -0.4%
TPWM
650
Twelve Points Wealth Management
Massachusetts
$760K -$27.6K -550 -4%

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.