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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
CWM
826
Congress Wealth Management
Massachusetts
$227K +$227K +4,519 New
PG
827
Proffitt & Goodson
Tennessee
$226K -$91.6K -1,827 -29%
SAM
828
Summit Asset Management
Tennessee
$225K
CCMG
829
Clark Capital Management Group
Pennsylvania
$223K -$204M -4,070,781 -100%
LAM
830
Lifestyle Asset Management
Texas
$220K +$220K +4,382 New
PFBT
831
Parkside Financial Bank & Trust
Missouri
$218K +$210K +4,193 +2,671%
GAM
832
Gemmer Asset Management
California
$218K -$3.91K -78 -2%
RFC
833
Regions Financial Corp
Alabama
$217K -$54.1K -1,080 -20%
CAMG
834
CWA Asset Management Group
Florida
$217K +$217K +4,323 New
3F
835
360 Financial
Minnesota
$216K
CFA
836
Compass Financial Advisors
Indiana
$216K -$198K -3,950 -48%
WAM
837
Walker Asset Management
Missouri
$215K
PSP
838
Pacific Sage Partners
Washington
$215K +$215K +4,291 New
AFS
839
AFG Fiduciary Services
Massachusetts
$213K
CSIA
840
Charles Schwab Investment Advisory
California
$211K +$211K +4,216 New
WWM
841
Windsor Wealth Management
Indiana
$211K +$1.15K +23 +0.5%
FPAS
842
Focus Partners Advisor Solutions
Missouri
$208K +$208K +4,143 New
PAS
843
Park Avenue Securities
New York
$207K -$1.36M -27,084 -87%
KC
844
Kinloch Capital
Virginia
$204K -$347K -6,919 -63%
MA
845
Mosaic Advisors
Texas
$203K +$1.7K +34 +0.8%
OCM
846
Orion Capital Management
California
$203K -$297K -5,918 -59%
OWP
847
Obermeyer Wealth Partners
Colorado
$203K
AT
848
American Trust
Kentucky
$202K +$466K +9,298 New
WIM
849
Westside Investment Management
California
$202K +$591K +11,785 +44%
FRA
850
Front Row Advisors
California
$201K

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.