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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
RSWM
801
Robertson Stephens Wealth Management
California
$281K +$281K +5,598 New
LWM
802
Laidlaw Wealth Management
New York
$277K +$277K +5,532 New
BBA
803
Braun-Bostich & Associates
Pennsylvania
$277K -$127K -2,528 -31%
KCM
804
Kathmere Capital Management
Pennsylvania
$275K -$83.3K -1,661 -23%
BFIM
805
Beese Fulmer Investment Management
Ohio
$271K
TFG
806
Tilson Financial Group
New Jersey
$270K +$270K +5,394 New
MA
807
MJP Associates
Connecticut
$270K -$13.1K -261 -5%
TDC
808
Thompson Davis & Co
Virginia
$266K +$1.05K +21 +0.4%
AFM
809
Andesa Financial Management
Pennsylvania
$257K +$257K +5,125 New
SHA
810
Seneca House Advisors
Virginia
$256K +$256K +5,106 New
KIA
811
Kraematon Investment Advisors
Massachusetts
$252K +$852 +17 +0.3%
HSWM
812
Hubbell Strickland Wealth Management
Louisiana
$251K +$251K +5,012 New
EAM
813
Evanson Asset Management
California
$251K
CCA
814
Column Capital Advisors
Indiana
$250K -$1.52M -30,247 -86%
SWMP
815
Signature Wealth Management Partners
New Jersey
$245K -$316K -6,309 -56%
JMFC
816
J.M. Forbes & Co
Massachusetts
$244K -$501 -10 -0.2%
FFS
817
Founders Financial Securities
Maryland
$244K -$23.4K -467 -9%
AFG
818
Affinia Financial Group
Massachusetts
$240K +$240K +4,782 New
WAM
819
Warberg Asset Management
Illinois
$238K +$238K +4,752 New
DCM
820
Dudley Capital Management
Virginia
$236K +$236K +4,703 New
PNC Financial Services Group
821
PNC Financial Services Group
Pennsylvania
$235K +$15.7K +313 +7%
BCA
822
Bay Colony Advisors
Massachusetts
$234K -$184K -3,670 -44%
C
823
Certuity
Florida
$233K +$3.16K +63 +1%
CWAF
824
Core Wealth Advisors (Florida)
Florida
$231K +$231K +4,602 New
LAS
825
LWM Advisory Services
Florida
$230K +$230K +4,593 New

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.