JPMorgan Ultra-Short Income ETF
JPST
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.
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: 858 → 929 (+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: 189 → 190 (+1)
3% less repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 365
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$428M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$181M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$149M |
| 4 |
LPL Financial
San Diego,
California
|
+$147M |
| 5 |
JP Morgan Chase
New York
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$204M |
| 2 |
FDCC
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
-$118M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
-$104M |
| 4 |
AssetMark Inc
Concord,
California
|
-$101M |
| 5 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$98.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSC
1001
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$7K | -138 | Closed |
|
|
GEA
1002
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$6.27K | -125 | Closed |
|
1003
Simplex Trading
Chicago,
Illinois
| – | -$5K | -100 | Closed |
|
|
EI
1004
Ellevest Inc
New York
| – | -$2K | -36 | 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.