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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
WIC
126
Woodmont Investment Counsel
Tennessee
$18.8M -$1.51M -30,171 -7%
RCA
127
Reitz Capital Advisors
Michigan
$18.8M -$376K -7,495 -2%
KFP
128
KB Financial Partners
New Jersey
$18.7M -$1.17M -23,275 -6%
WAM
129
Weatherly Asset Management
California
$18.5M -$888K -17,725 -5%
SPC
130
Sigma Planning Corp
Michigan
$18.5M +$13M +259,833 +238%
DW
131
Domani Wealth
Pennsylvania
$18.3M +$7.82M +156,074 +74%
SFG
132
Sunburst Financial Group
Alabama
$18.3M +$3.94M +78,652 +28%
CA
133
Cetera Advisors
Colorado
$18.1M +$11.5M +228,770 +173%
PWM
134
PRW Wealth Management
Massachusetts
$18.1M +$437K +8,723 +2%
AFG
135
Albion Financial Group
Utah
$17.9M -$652K -13,011 -4%
SQA
136
Simon Quick Advisors
New Jersey
$17.9M -$4.71M -93,890 -21%
ATPW
137
Ashton Thomas Private Wealth
Arizona
$17.7M +$7.8M +155,540 +79%
SWP
138
Stratos Wealth Partners
Ohio
$17.7M +$56K +1,117 +0.3%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$17.4M +$3.68M +73,485 +27%
RWA
140
Roberts Wealth Advisors
California
$17.2M +$1.62M +32,292 +10%
BB
141
Berkshire Bank
Massachusetts
$17.1M -$1.17M -23,251 -6%
AMR
142
Asset Management Resources
Massachusetts
$17M +$7.48M +149,199 +79%
AAS
143
Ameritas Advisory Services
Nebraska
$16.5M +$15.7M +312,376 +1,884%
LPT
144
Legacy Private Trust
Wisconsin
$16.5M -$21.8K -434 -0.1%
PSCM
145
Per Stirling Capital Management
Texas
$16.4M +$16.4M +326,486 New
TW
146
Transform Wealth
Colorado
$16.2M -$98.4M -1,963,480 -86%
VIA
147
Vickerman Investment Advisors
Washington
$16.1M +$642K +12,804 +4%
AIA
148
Arbor Investment Advisors
North Carolina
$16M -$237K -4,736 -1%
NW
149
NewEdge Wealth
Pennsylvania
$15.9M +$2.87M +57,271 +22%
TNB
150
Thomasville National Bank
Georgia
$15.8M -$576K -11,488 -4%

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.