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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
MA
51
Montag & Associates
Georgia
$49.3M +$12.3M +245,460 +33%
EWM
52
Evermay Wealth Management
Virginia
$48.7M -$13.5M -269,877 -22%
DADC
53
D.A. Davidson & Co
Montana
$48.1M +$39.4M +785,463 +450%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$46.7M +$10.7M +214,307 +30%
SLF
55
Sun Life Financial
Ontario, Canada
$46.5M
KAS
56
Kestra Advisory Services
Texas
$44.7M +$23M +459,221 +106%
AF
57
Allworth Financial
California
$44.6M +$11.1M +220,598 +33%
AWM
58
Axxcess Wealth Management
California
$43.2M -$2.15M -42,884 -5%
HighTower Advisors
59
HighTower Advisors
Illinois
$42.6M +$6.79M +135,465 +19%
AA
60
Acorns Advisers
California
$42.2M +$1.11M +22,112 +3%
CFG
61
Citizens Financial Group
Rhode Island
$41.9M +$20.6M +410,841 +97%
BFG
62
Bleakley Financial Group
New Jersey
$41.2M +$41.2M +822,107 New
CW
63
Connectus Wealth
Ohio
$40M +$745K +14,870 +2%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$39.8M +$7.37M +147,029 +23%
QCG
65
Quadrant Capital Group
Ohio
$39.6M -$7.2M -143,554 -15%
LI
66
LVZ Inc
Michigan
$39.1M +$38.4M +765,740 +5,414%
BIAS
67
Beacon Investment Advisory Services
New Jersey
$37.6M -$3.51M -70,014 -9%
AOWM
68
Alpha Omega Wealth Management
Virginia
$36.2M -$4.69M -93,615 -11%
SI
69
Stephens Inc
Arkansas
$35.8M -$3.61M -72,063 -9%
FCIM
70
Fairview Capital Investment Management
California
$35.7M -$9.5M -189,453 -21%
BPWM
71
Badgley Phelps Wealth Managers
Washington
$34.9M -$2.26M -45,182 -6%
REMPR
72
Roof Eidam Maycock Peralta (REMP)
California
$34.5M +$6.8M +135,682 +25%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$33.4M +$11.7M +233,241 +54%
Corient Private Wealth
74
Corient Private Wealth
Florida
$32.6M +$32.6M +650,613 New
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$32.4M -$9.56M -190,658 -23%

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.