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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
TAM
701
Tocqueville Asset Management
New York
$515K -$752 -15 -0.1%
HIM
702
Hotaling Investment Management
Pennsylvania
$514K -$53K -1,058 -9%
Manulife (Manufacturers Life Insurance)
703
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$511K +$40.1K +800 +9%
CA
704
Calton & Associates
Florida
$504K -$98.5K -1,965 -16%
State Farm Mutual Automobile Insurance
705
State Farm Mutual Automobile Insurance
Illinois
$501K
MFG
706
Merit Financial Group
Georgia
$498K +$498K +9,926 New
PWM
707
Prentice Wealth Management
New York
$495K -$7.16M -142,865 -94%
PCM
708
Parsons Capital Management
Rhode Island
$489K -$515K -10,265 -51%
MCA
709
MSH Capital Advisors
Arizona
$485K -$30.9K -617 -6%
ACP
710
Aveo Capital Partners
Colorado
$481K +$170K +3,383 +54%
ICP
711
Ironvine Capital Partners
Nebraska
$480K -$35.6K -711 -7%
GF
712
Gries Financial
Ohio
$475K -$825K -16,456 -63%
AMIM
713
Aull & Monroe Investment Management
Alabama
$475K
CWA
714
Clarity Wealth Advisors
California
$474K +$50.1K +1,000 +12%
CPA
715
Capital Planning Advisors
California
$469K -$99K -1,976 -17%
SWA
716
Strategies Wealth Advisors
Michigan
$463K +$463K +9,243 New
CMS
717
Capital Market Strategies
Florida
$457K -$9.88K -197 -2%
NB
718
Nicolet Bankshares
Wisconsin
$452K +$5.26K +105 +1%
HT
719
Headlands Technologies
Illinois
$452K +$452K +9,015 New
SW
720
SlateStone Wealth
Florida
$451K -$558K -11,139 -55%
BA
721
Bluesphere Advisors
Pennsylvania
$451K +$451K +9,000 New
EWM
722
Executive Wealth Management
Michigan
$451K +$427K +8,511 +1,781%
AUB
723
Atlantic Union Bankshares
Virginia
$450K -$24K -478 -5%
LWP
724
LMG Wealth Partners
Louisiana
$449K +$448K +8,943 New
MMM
725
Mendel Money Management
Illinois
$443K -$11K -220 -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.