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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
SC
951
Sepio Capital
Utah
-$1.1M -21,966 Closed
AGAM
952
Audent Global Asset Management
California
-$1.06M -21,232 Closed
BFG
953
Beacon Financial Group
Texas
-$1.04M -20,848 Closed
ACM
954
AlphaStar Capital Management
North Carolina
-$1.01M -20,233 Closed
AIA
955
Angeles Investment Advisors
California
-$1.01M -20,055 Closed
NC
956
NovaPoint Capital
Georgia
-$999K -19,909 Closed
PCS
957
Personal CFO Solutions
New Jersey
-$836K -16,674 Closed
AWA
958
Arete Wealth Advisors
Illinois
-$705K -14,056 Closed
ACA
959
Affinity Capital Advisors
California
-$701K -13,981 Closed
SS
960
Simplicity Solutions
Minnesota
-$643K -12,821 Closed
MWM
961
Madison Wealth Management
Ohio
-$602K -12,000 Closed
BFS
962
Bickling Financial Services
Massachusetts
-$541K -10,771 Closed
LJCM
963
Lee Johnson Capital Management
Texas
-$513K -10,234 Closed
JF
964
JSF Financial
California
-$496K -9,892 Closed
DWM
965
Destination Wealth Management
California
-$445K -8,865 Closed
CP
966
Covenant Partners
Tennessee
-$442K -8,804 Closed
MFG
967
Menard Financial Group
Texas
-$391K -7,798 Closed
KA
968
Kovack Advisors
Florida
-$386K -7,704 Closed
HWA
969
Heartwood Wealth Advisors
Virginia
-$380K -7,575 Closed
LNWWM
970
Laird Norton Wetherby Wealth Management
California
-$366K -7,283 Closed
1WM
971
1900 Wealth Management
Texas
-$348K -6,934 Closed
ECM
972
Evergreen Capital Management
Washington
-$319K -6,356 Closed
HIMC
973
Heritage Investors Management Corp
Maryland
-$319K -6,350 Closed
GDP
974
Great Diamond Partners
Maine
-$308K -6,160 Closed
TBWA
975
Three Bridge Wealth Advisors
California
-$301K -6,000 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.