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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
SWP
651
Semus Wealth Partners
Florida
$758K +$758K +15,118 New
CAN
652
Claraphi Advisory Network
United States
$755K +$134K +2,668 +22%
SA
653
Shilanski & Associates
Alaska
$753K +$753K +15,028 New
SC
654
Slow Capital
California
$752K +$752K +15,000 New
GAA
655
Global Assets Advisory
Florida
$751K +$260K +5,181 +53%
LF
656
Lee Financial
Texas
$748K +$21.4K +427 +3%
CPW
657
Catalyst Private Wealth
California
$746K -$88.5K -1,766 -11%
QPWM
658
Quadrant Private Wealth Management
Pennsylvania
$736K +$734K +14,640 New
SRC
659
Sage Rhino Capital
California
$729K +$729K +14,549 New
HS
660
Horan Securities
United States
$726K -$20K -399 -3%
KCFA
661
Key Client Fiduciary Advisors
New Jersey
$703K -$49.6K -990 -7%
RDFA
662
Ritter Daniher Financial Advisory
Ohio
$685K -$309K -6,165 -31%
MM
663
Main Management
California
$683K -$223K -4,451 -25%
SL
664
SWMG LLC
Texas
$682K +$682K +13,596 New
CAG
665
Csenge Advisory Group
Florida
$673K -$3.4M -67,871 -83%
RA
666
Riversedge Advisors
Delaware
$671K -$86.2K -1,719 -11%
BF
667
Brooklyn FI
New York
$664K -$56K -1,118 -17%
BFA
668
BBJS Financial Advisors
Washington
$662K +$662K +13,200 New
CCA
669
Clearwater Capital Advisors
Illinois
$656K +$656K +13,087 New
BONH
670
Bank of New Hampshire
New Hampshire
$654K +$126K +2,515 +24%
SCA
671
Snowden Capital Advisors
New York
$652K -$1.11M -22,095 -63%
CCIA
672
Cherry Creek Investment Advisors
Colorado
$651K +$262K +5,228 +67%
CFGS
673
Concourse Financial Group Securities
Alabama
$648K +$253K +5,040 +64%
IF
674
Intrua Financial
Texas
$639K -$22.6K -450 -3%
PGAM
675
Princeton Global Asset Management
New Jersey
$637K +$12.4K +247 +2%

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.