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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
CWG
851
Cornerstone Wealth Group
North Carolina
$201K -$426K -8,500 -68%
FA
852
Financial Alternatives
California
$201K +$201K +4,000 New
TFA
853
TPG Financial Advisors
Oregon
$200K
TFA
854
Toth Financial Advisory
Virginia
$197K +$32.7K +653 +20%
QAM
855
Q3 Asset Management
Michigan
$190K -$33.2K -663 -15%
BC
856
Barrett & Company
Rhode Island
$184K
AWM
857
Accurate Wealth Management
Florida
$158K -$554K -11,049 -78%
LFG
858
Larson Financial Group
Missouri
$135K -$3.06K -61 -2%
AAM
859
Advisors Asset Management
Colorado
$130K +$70.6K +1,408 +120%
AIM
860
Acropolis Investment Management
Missouri
$125K +$852 +17 +0.7%
GJIA
861
Glass Jacobson Investment Advisors
Maryland
$114K +$114K +2,270 New
WWM
862
Wolff Wiese Magana
California
$109K +$952 +19 +0.9%
WTC
863
WhitTier Trust Company
Nevada
$109K
Toronto Dominion Bank
864
Toronto Dominion Bank
Ontario, Canada
$106K
SCA
865
Stonebridge Capital Advisors
Minnesota
$97.4K +$42.3K +843 +77%
CS
866
Credit Suisse
Switzerland
$97.3K -$497K -9,908 -84%
CB
867
Community Bank
New York
$88.5K -$357K -7,115 -80%
CA
868
Clearstead Advisors
Ohio
$88.2K
GWS
869
Glassman Wealth Services
Virginia
$80.7K
HWA
870
HHM Wealth Advisors
Tennessee
$79K -$30.5K -609 -28%
MWM
871
MinichMacGregor Wealth Management
New York
$67.6K +$67.5K +1,347 New
WT
872
Whittier Trust
California
$63.7K -$5.01K -100 -7%
IGWM
873
ICA Group Wealth Management
Colorado
$61.9K +$61.9K +1,235 New
AWM
874
AllSquare Wealth Management
New York
$60.7K -$251 -5 -0.4%
SBL
875
Sargent Bickham Lagudis
Colorado
$59.1K -$25.1K -500 -30%

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.