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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
PA
176
Prism Advisors
California
$12.4M +$403K +8,042 +3%
IWN
177
Independent Wealth Network
Iowa
$12.4M -$261K -5,199 -2%
MCC
178
Money Concepts Capital
Florida
$12.3M +$10.7M +213,795 +695%
SW
179
SkyOak Wealth
Michigan
$12.1M +$34.6K +691 +0.3%
NW
180
Naviter Wealth
Arkansas
$12M +$5.34M +106,480 +80%
CTC
181
Central Trust Company
Missouri
$11.9M -$5.43M -108,303 -31%
JIP
182
Jaffetilchin Investment Partners
Florida
$11.8M -$11.6M -231,389 -50%
FAIM
183
Financial Advocates Investment Management
Washington
$11.6M +$8.61M +171,762 +284%
EH
184
Equitable Holdings
New York
$11.6M +$5.2M +103,686 +81%
IA
185
IAM Advisory
Pennsylvania
$11.6M +$11.6M +230,640 New
ES
186
Eagle Strategies
New York
$11.4M +$489K +9,759 +4%
DWM
187
Dakota Wealth Management
Florida
$11.3M -$244K -4,868 -2%
FHA
188
Flagship Harbor Advisors
Massachusetts
$11.3M +$6.73M +134,354 +149%
GGS
189
Galvin Gaustad & Stein
Arizona
$10.9M -$628K -12,527 -5%
CFG
190
Cooper Financial Group
California
$10.9M +$7.58M +151,147 +231%
BFO
191
Boston Family Office
Massachusetts
$10.8M +$7.27M +145,010 +203%
HCA
192
Horan Capital Advisors
Ohio
$10.8M -$190K -3,799 -2%
PIA
193
Pinion Investment Advisors
Kansas
$10.8M -$2.09M -41,632 -16%
FA
194
Fountainhead AM
New Jersey
$10.8M -$1.03M -20,635 -9%
FF
195
Financial Futures
New Jersey
$10.6M +$214K +4,267 +2%
FFWA
196
FRG Family Wealth Advisors
Washington
$10.4M -$12.3M -245,076 -54%
RW
197
REDW Wealth
New Mexico
$10.4M -$6.59M -131,414 -39%
KL
198
KWMG LLC
Kansas
$10.3M -$304K -6,071 -3%
Millennium Management
199
Millennium Management
New York
$10.2M +$7.54M +150,513 +279%
LWA
200
Lowe Wealth Advisors
Maryland
$10.2M +$125K +2,496 +1%

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.