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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
PWA
776
Phoenix Wealth Advisors
North Carolina
$319K -$183K -3,650 -36%
KTC
777
Kistler-Tiffany Companies
Pennsylvania
$318K +$229K +4,564 +256%
ES
778
ETF Store
Kansas
$318K +$317K +6,325 New
IAP
779
Indie Asset Partners
Indiana
$316K -$33.8K -675 -10%
BC
780
Brio Consultants
California
$316K +$316K +6,300 New
CWM
781
Curi Wealth Management
North Carolina
$310K -$27.5K -548 -8%
TA
782
TrueWealth Advisors
Alabama
$308K +$308K +6,138 New
SIG
783
Spinnaker Investment Group
California
$303K +$62.5K +1,246 +26%
SWA
784
Strata Wealth Advisors
Texas
$301K +$301K +6,000 New
PFA
785
Plotkin Financial Advisors
Maryland
$301K -$201 -4 -0.1%
AFP
786
Alpha Financial Partners
Kentucky
$299K +$299K +5,967 New
PEA
787
Park Edge Advisors
Ohio
$298K +$298K +5,952 New
CBFP
788
Cedar Brook Financial Partners
Ohio
$298K -$83K -1,656 -22%
WS
789
Wedbush Securities
California
$298K -$802K -16,005 -73%
CIBC World Market
790
CIBC World Market
Ontario, Canada
$298K -$15K -300 -5%
VFIC
791
Valley Forge Investment Consultants
Pennsylvania
$298K -$107K -2,127 -26%
VAG
792
VisionPoint Advisory Group
Texas
$296K +$296K +5,898 New
F4L
793
Fortune 45 LLC
Louisiana
$295K +$2.56K +51 +0.9%
BCI
794
Brinker Capital Investments
Pennsylvania
$294K
TB
795
Terril Brothers
Missouri
$289K -$50.1K -1,000 -15%
CF
796
Centaurus Financial
California
$287K -$77.6K -1,548 -21%
GT
797
Glenview Trust
Kentucky
$287K
SPFA
798
Summit Place Financial Advisors
New Jersey
$285K
NL
799
Navalign LLC
California
$283K -$293K -5,839 -51%
AOG
800
Alpha Omega Group
Virginia
$283K +$66.4K +1,324 +31%

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.