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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
SHGA
151
Sand Hill Global Advisors
California
$15.7M +$3.67M +73,293 +31%
FNT
152
First National Trust
Pennsylvania
$15.4M +$1.62M +32,307 +12%
WWA
153
WCG Wealth Advisors
Nevada
$15.4M +$14.9M +297,701 +3,471%
MAC
154
Mason & Associates (California)
California
$15M -$502K -10,014 -3%
GKWIM
155
Gerber Kawasaki Wealth & Investment Management
California
$14.9M +$2.58M +51,429 +21%
BA
156
Bristlecone Advisors
Washington
$14.8M +$715K +14,268 +5%
FIA
157
Foundations Investment Advisors
Arizona
$14.7M +$13.3M +265,551 +993%
SW
158
StrongBox Wealth
Missouri
$14.4M +$1.83M +36,515 +15%
TYCC
159
Texas Yale Capital Corp
Florida
$14.2M -$2.16M -43,157 -13%
OIA
160
OneDigital Investment Advisors
Kansas
$14M -$710K -14,172 -5%
AWE
161
Avidian Wealth Enterprises
Texas
$13.8M -$4.98M -99,288 -27%
DOA
162
D'Orazio & Associates
Virginia
$13.5M -$1.22M -24,347 -8%
SAS
163
Sage Advisory Services
Texas
$13.4M +$268K +5,348 +2%
BHWA
164
Beacon Harbor Wealth Advisors
Virginia
$13.3M +$13.3M +266,148 New
FIBT
165
First International Bank & Trust
North Dakota
$13.3M -$384K -7,664 -3%
PMG
166
ProVise Management Group
Florida
$13.2M +$3.32M +66,174 +34%
MFP
167
Meridian Financial Partners
Virginia
$13.1M +$397K +7,916 +3%
CCA
168
Cobblestone Capital Advisors
New York
$13.1M -$2.68M -53,393 -17%
TWM
169
TMD Wealth Management
Arizona
$12.8M +$11.5M +229,599 +882%
LC
170
Legacy CG
Texas
$12.7M -$544K -10,858 -4%
MWA
171
Mills Wealth Advisors
Texas
$12.6M +$12.6M +252,126 New
SFG
172
StrategIQ Financial Group
Indiana
$12.6M +$162K +3,237 +1%
AC
173
Avestar Capital
New York
$12.6M +$6.9M +137,718 +122%
MRCM
174
M&R Capital Management
New Jersey
$12.5M -$1.51M -30,145 -11%
LWMG
175
Levy Wealth Management Group
Pennsylvania
$12.5M +$6.39M +127,523 +105%

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.