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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
RFS
926
Retirement Financial Solutions
Tennessee
$2.51K +$2.51K +50 New
FCMT
927
Founders Capital Management (Texas)
Texas
$2K
RWM
928
Ruedi Wealth Management
Illinois
$681 +$50 +1 New
SPWM
929
Spartan Planning & Wealth Management
North Carolina
$201
SFC
930
SYM Financial Corp
Indiana
$50 -$251 -5 -83%
HNB
931
Huntington National Bank
Ohio
$50
GWSA
932
Global Wealth Strategies & Associates
Colorado
$7
FWM
933
Foresight Wealth Management
Utah
-$33.6M -669,646 Closed
ACG
934
Allen Capital Group
Nebraska
-$26.1M -519,542 Closed
RCS
935
Retirement Capital Strategies
California
-$19M -379,431 Closed
CIAS
936
CFS Investment Advisory Services
New Jersey
-$366K -365,743 Closed
Neuberger Berman Group
937
Neuberger Berman Group
New York
-$15.6M -311,576 Closed
PCMN
938
Paradigm Capital Management (Nevada)
Nevada
-$14.5M -289,658 Closed
SAM
939
Synergy Asset Management
Washington
-$10.9M -217,417 Closed
NP
940
NorthRock Partners
Minnesota
-$6.15M -122,534 Closed
FF
941
Friedenthal Financial
New Jersey
-$5.13M -102,221 Closed
HCM
942
Hollencrest Capital Management
California
-$4.19M -83,610 Closed
APA
943
Astoria Portfolio Advisors
New York
-$3.77M -75,074 Closed
HIC
944
Hartline Investment Corp
Illinois
-$3.69M -73,469 Closed
GA
945
GoalVest Advisory
New York
-$2.98M -59,313 Closed
TL
946
Tradewinds LLC
North Carolina
-$1.99M -39,755 Closed
CIBC Private Wealth Group
947
CIBC Private Wealth Group
Georgia
-$1.71M -34,099 Closed
SW
948
Simplicity Wealth
New Jersey
-$1.7M -33,927 Closed
SEIA
949
Signature Estate & Investment Advisors
California
-$1.36M -27,072 Closed
SWM
950
Segment Wealth Management
Texas
-$1.23M -24,500 Closed

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.