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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
PF
676
Parker Financial
Washington
$626K +$626K +12,496 New
WAM
677
WNY Asset Management
New York
$616K +$3.41K +68 +0.6%
TFS
678
TrustCore Financial Services
Tennessee
$600K -$852 -17 -0.1%
MAG
679
MRA Advisory Group
New Jersey
$600K +$125K +2,489 +26%
WP
680
WealthPLAN Partners
Nebraska
$597K +$595K +11,875 New
WIM
681
WealthPlan Investment Management
Nebraska
$597K -$2.06K -41 -0.3%
ADL
682
Asset Dedication LLC
California
$596K -$1.96K -39 -0.3%
RCA
683
Resonant Capital Advisors
Wisconsin
$590K -$335K -6,675 -36%
BFA
684
Beacon Financial Advisory
Ohio
$590K -$113K -2,251 -16%
OHWA
685
Oak Hill Wealth Advisors
Virginia
$587K +$587K +11,703 New
TCM
686
TD Capital Management
Tennessee
$587K +$42.2K +841 +8%
GPA
687
Guerra Pan Advisors
New Jersey
$576K -$65.3K -1,303 -10%
SAF
688
Smith Anglin Financial
Texas
$574K -$145K -2,889 -20%
BWP
689
Balboa Wealth Partners
Arizona
$571K +$142K +2,827 +33%
LOIP
690
Live Oak Investment Partners
Texas
$567K
PB
691
Pinnacle Bancorp
Nebraska
$558K +$32.1K +640 +6%
ATWA
692
Arbor Trust Wealth Advisors
Michigan
$552K -$800K -15,968 -59%
EIA
693
Eldridge Investment Advisors
New Hampshire
$545K -$50.1K -1,000 -8%
IWM
694
IHT Wealth Management
Illinois
$541K -$18.7K -374 -3%
IWA
695
IVC Wealth Advisors
Pennsylvania
$536K -$191K -3,816 -26%
BFW
696
Brady Family Wealth
Missouri
$535K +$535K +10,664 New
APW
697
Acima Private Wealth
Virginia
$534K -$2.08M -41,526 -80%
RA
698
Rise Advisors
New York
$525K +$82.6K +1,648 +19%
SB
699
Sunflower Bank
Texas
$520K -$318K -6,351 -38%
GCP
700
Gill Capital Partners
Colorado
$518K -$3.41K -68 -0.7%

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.