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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
PA
726
PFG Advisors
Arizona
$427K -$353K -7,042 -45%
CAP
727
Columbia Advisory Partners
Washington
$425K -$41.6K -829 -9%
SMA
728
Sage Mountain Advisors
Georgia
$419K -$50.1K -999 -11%
BRA
729
Biechele Royce Advisors
Indiana
$413K +$175K +3,500 +74%
LWM
730
Ledge Wealth Management
Minnesota
$411K
KW
731
KWB Wealth
California
$407K +$407K +8,120 New
ACM
732
Anfield Capital Management
California
$407K -$22.8K -455 -5%
PWMAG
733
Pinnacle Wealth Management Advisory Group
New Jersey
$405K +$201K +4,000 +98%
NRI
734
NFP Retirement Inc
California
$401K +$100K +2,000 +33%
WP
735
WealthShield Partners
North Carolina
$400K +$398K +7,950 New
GWAM
736
Guardian Wealth Advisors (Minnesota)
Minnesota
$399K +$399K +7,963 New
BWM
737
Benchmark Wealth Management
Connecticut
$398K -$43.6K -869 -10%
EWM
738
EPG Wealth Management
Georgia
$397K +$1.25K +25 +0.3%
CWA
739
Canvas Wealth Advisors
Kansas
$397K +$395K +7,890 New
WDG
740
Wealth Dimensions Group
Ohio
$395K
KIA
741
KCM Investment Advisors
California
$391K +$390K +7,790 New
EWA
742
EverSource Wealth Advisors
Alabama
$389K +$386K +7,700 +11,493%
RIA
743
Regal Investment Advisors
Michigan
$388K +$388K +7,739 New
GPWA
744
Great Point Wealth Advisors
Massachusetts
$388K +$388K +7,736 New
TA
745
TFB Advisors
Kansas
$386K +$386K +7,704 New
ANTB
746
AMG National Trust Bank
Colorado
$382K -$138K -2,750 -27%
CG
747
Colony Group
Massachusetts
$378K -$1.04M -20,657 -73%
RWA
748
Redhawk Wealth Advisors
Minnesota
$376K +$376K +7,510 New
1IA
749
1834 Investment Advisors
Wisconsin
$376K -$137K -2,735 -27%
AA
750
ACT Advisors
North Carolina
$373K -$44M -878,788 -99%

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.