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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
FTUS
76
Flow Traders U.S.
New York
$32M +$32M +638,616 New
MAM
77
McCarthy Asset Management
California
$31.9M +$5.4M +107,656 +20%
MWM
78
Mascoma Wealth Management
New Hampshire
$31.6M +$3.67M +73,140 +13%
LNC
79
Lincoln National Corp
Pennsylvania
$30.1M -$741K -14,787 -2%
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$30M +$1.53M +30,475 +5%
WSFS
81
Wilmington Savings Fund Society
Delaware
$29M -$704K -14,050 -2%
IA
82
IFP Advisors
Florida
$28.9M +$5.14M +102,575 +22%
OCM
83
One Capital Management
California
$28.7M -$7.88M -157,251 -22%
Truist Financial
84
Truist Financial
North Carolina
$28M +$9.3M +185,451 +50%
CA
85
Cornerstone Advisory
Maryland
$27.4M +$3.53M +70,406 +15%
CAL
86
Capital Analysts LLC
Pennsylvania
$27.2M +$1.07M +21,250 +4%
JWM
87
Janiczek Wealth Management
Colorado
$26.7M -$857K -17,103 -3%
DAS
88
Dynamic Advisor Solutions
Arizona
$26.1M -$1.81M -36,102 -6%
BA
89
Bridgewater Advisors
New York
$25.8M +$3M +59,815 +13%
SF
90
Synovus Financial
Georgia
$25.6M -$120K -2,392 -0.5%
Cerity Partners
91
Cerity Partners
New York
$25.4M +$10.9M +217,603 +76%
CA
92
CoreCap Advisors
Michigan
$25.4M +$18M +358,762 +242%
CCWA
93
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.9M +$1.81M +36,041 +8%
Franklin Resources
94
Franklin Resources
California
$24.8M -$1.73M -34,476 -7%
MSA
95
Mason Street Advisors
Wisconsin
$24.7M
VA
96
Valmark Advisers
Ohio
$24.6M -$4.12M -82,215 -14%
FMP
97
Financial Management Professionals
Texas
$24.3M +$15.7M +314,145 +185%
SFI
98
SPC Financial Inc
Maryland
$24.1M +$396K +7,900 +2%
Citadel Advisors
99
Citadel Advisors
Florida
$23.7M -$3.69M -73,689 -13%
AWS
100
Atria Wealth Solutions
New York
$23.7M +$8.35M +166,630 +55%

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.