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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
JIR
901
James Investment Research
Ohio
$25K +$25.1K +500 New
NSIM
902
North Star Investment Management
Illinois
$24K
BCM
903
Birch Capital Management
Texas
$23.3K +$23.3K +465 New
FGAM
904
Financial Gravity Asset Management
Texas
$22.6K -$5.01K -100 -67%
TAM
905
Tucker Asset Management
Colorado
$21K +$21K +419 New
ACM
906
Antonetti Capital Management
Florida
$19.8K
GIA
907
GHP Investment Advisors
Colorado
$19.1K -$60.5K -1,207 -76%
KFI
908
Key Financial Inc
Pennsylvania
$15.6K
KC
909
Kenfarb & Co
Kentucky
$14.5K
EAM
910
Eukles Asset Management
Ohio
$14K
SC
911
SouthState Corp
Florida
$10K -$25.1K -500 -71%
JFG
912
JDM Financial Group
Texas
$8.22K +$8.22K +164 New
TC
913
Truvestments Capital
Florida
$7.53K +$7.52K +150 New
GI
914
Gradient Investments
Minnesota
$7.02K -$93.8K -1,872 -93%
BEI
915
Benjamin Edwards Inc
Missouri
$7K +$50 +1 +0.7%
C
916
Covestor
United Kingdom
$6K -$3.96K -79 -40%
FCB
917
First Command Bank
Texas
$6K +$5.51K +110 New
FCFS
918
First Command Financial Services
Texas
$6K +$5.51K +110 New
CWP
919
Concord Wealth Partners
Virginia
$5.41K +$5.41K +108 New
BCMLT
920
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.16K -$11.5K -229 -69%
GMA
921
Glassy Mountain Advisors
Maryland
$5.16K +$5.16K +103 New
HWMA
922
Heritage Wealth Management (Arizona)
Arizona
$4.51K +$1.3K +26 +41%
FMII
923
Farmers & Merchants Investments Inc
Nebraska
$4.01K +$4.01K +80 New
BCMIO
924
Beacon Capital Management Inc (Ohio)
Ohio
$2.66K +$2.66K +53 New
BWL
925
Bogart Wealth LLC
Virginia
$2.61K -$79.7K -1,590 -97%

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.