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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
RF
976
Resolute Financial
Massachusetts
-$290K -5,781 Closed
PFPT
977
Pinnacle Financial Partners (Tennessee)
Tennessee
-$274K -5,466 Closed
RA
978
Riverstone Advisors
Texas
-$273K -5,442 Closed
M1FG
979
Mach-1 Financial Group
Arkansas
-$271K -5,428 Closed
HBT
980
Heartland Bank & Trust
Illinois
-$255K -5,076 Closed
SCM
981
Sterneck Capital Management
Missouri
-$254K -5,062 Closed
SCA
982
Sandy Cove Advisors
Massachusetts
-$252K -5,032 Closed
MF
983
Manchester Financial
California
-$252K -5,030 Closed
KeyBank National Association
984
KeyBank National Association
Ohio
-$251K -4,995 Closed
W
985
WealthOne
New York
-$247K -4,925 Closed
NLP
986
Next Level Private
New York
-$225K -4,500 Closed
LCWP
987
Legacy Capital Wealth Partners
Arkansas
-$216K -4,316 Closed
MWA
988
Meridian Wealth Advisors
Texas
-$213K -4,252 Closed
KFC
989
Klingenstein Fields & Co
New York
-$209K -4,174 Closed
RCAG
990
Rehmann Capital Advisory Group
Michigan
-$201K -4,012 Closed
MA
991
Mezzasalma Advisors
New Jersey
-$201K -4,000 Closed
CWM
992
Castle Wealth Management
Florida
-$149K -2,966 Closed
BHWM
993
Beaird Harris Wealth Management
Texas
-$85K -1,688 Closed
SWM
994
Sugarloaf Wealth Management
Georgia
-$80K -1,593 Closed
MA
995
MUFG Americas
New York
-$75K -1,488 Closed
GWSG
996
GPS Wealth Strategies Group
Colorado
-$74K -1,466 Closed
EBA
997
Eagle Bay Advisors
New York
-$53K -1,057 Closed
EWM
998
Endurance Wealth Management
Rhode Island
-$32K -630 Closed
VCM
999
Vigilant Capital Management
Maine
-$28K -552 Closed
EIP
1000
Ellis Investment Partners
Pennsylvania
-$7K -148 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.