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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
MC
751
Moors & Cabot
Massachusetts
$371K -$51.9K -1,036 -12%
LJHT
752
Laurie J. Hall Trustee
$370K +$370K +7,380 New
KSWA
753
Kathleen S. Wright Associates
Pennsylvania
$369K -$15K -300 -4%
KOC
754
Koss-Olinger Consulting
Florida
$368K -$35.4K -706 -9%
GSIAS
755
Garden State Investment Advisory Services
New Jersey
$366K +$366K +7,303 New
DFA
756
DHJJ Financial Advisors
Illinois
$365K +$355K +7,077 New
MWM
757
Modera Wealth Management
New Jersey
$364K +$364K +7,260 New
MPW
758
MGO Private Wealth
California
$363K -$32.7K -652 -8%
MFGP
759
Marshall Financial Group (Pennsylvania)
Pennsylvania
$363K -$309K -6,171 -46%
BSSFA
760
Baron Silver Stevens Financial Advisors
Florida
$356K +$356K +7,110 New
FSG
761
Financial Strategies Group
Michigan
$356K -$105K -2,104 -23%
BFG
762
Berger Financial Group
Minnesota
$356K -$10.1K -202 -3%
NFSG
763
Newbridge Financial Services Group
Florida
$355K +$49.4K +985 +16%
SIM
764
Stratos Investment Management
Ohio
$353K -$8.22K -164 -2%
CWM
765
Connecticut Wealth Management
Connecticut
$352K -$458K -9,128 -56%
JFGIW
766
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$351K +$99.8K +1,992 +40%
CFO
767
Collective Family Office
Pennsylvania
$349K +$12.9K +258 +4%
BWM
768
BCGM Wealth Management
Indiana
$345K +$1.7K +34 +0.5%
F
769
F3Logic
Minnesota
$343K +$343K +6,848 New
GBS
770
Gallagher Benefit Services
Illinois
$343K +$343K +6,848 New
FAAM
771
First Ascent Asset Management
Colorado
$339K +$2.06K +41 +0.6%
SCG
772
Sonata Capital Group
Washington
$335K -$113K -2,247 -25%
CPC
773
Consolidated Planning Corp
Georgia
$335K
AWM
774
Angeles Wealth Management
California
$329K +$128K +2,561 +64%
BBW
775
Blue Barn Wealth
Utah
$322K -$383K -7,633 -54%

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.