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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
FBFS
201
First Business Financial Services
Wisconsin
$10.2M +$10.2M +204,019 New
Bessemer Group
202
Bessemer Group
New Jersey
$10.2M +$10.1M +202,000 +25,250%
LA
203
LexAurum Advisors
Kansas
$10.1M -$1.08M -21,621 -10%
BTWM
204
Baker Tilly Wealth Management
Wisconsin
$10.1M -$4.83M -96,267 -32%
WAG
205
Winthrop Advisory Group
Massachusetts
$10M +$8.79M +175,425 +746%
CFD
206
Creative Financial Designs
Indiana
$9.92M +$9.52M +189,879 +2,371%
FEM
207
Fulcrum Equity Management
Texas
$9.83M +$4.86M +96,900 +98%
MWM
208
Magnolia Wealth Management
Alabama
$9.8M +$9.8M +195,501 New
EWM
209
Elmwood Wealth Management
California
$9.77M -$521K -10,402 -5%
SFA
210
Souders Financial Advisors
Ohio
$9.77M -$1.39M -27,780 -12%
MOS
211
MGO One Seven
Ohio
$9.75M -$2.21M -44,035 -18%
EWA
212
Encompass Wealth Advisors
Oregon
$9.74M -$107K -2,139 -1%
MA
213
Mutual Advisors
Nebraska
$9.74M -$862K -17,190 -8%
SA
214
Stewardship Advisors
Pennsylvania
$9.48M +$149K +2,967 +2%
CFGF
215
Compass Financial Group (Florida)
Florida
$9.43M -$248K -4,944 -3%
HI
216
Harbour Investments
Wisconsin
$9.3M -$1.32M -26,353 -12%
HSG
217
Helen Stephens Group
Texas
$9.19M +$133K +2,653 +1%
AIC
218
Archer Investment Corporation
Indiana
$9.12M -$88.8K -1,771 -1%
HFRG
219
Houlihan Financial Resource Group
Virginia
$9.11M +$1.45M +28,934 +19%
MWC
220
MBM Wealth Consultants
Missouri
$9.07M -$2.87M -57,172 -24%
HWP
221
Highline Wealth Partners
California
$8.82M +$299K +5,958 +4%
MIS
222
Morningstar Investment Services
Illinois
$8.74M +$100K +2,001 +1%
SFP
223
Sandbox Financial Partners
Maryland
$8.72M +$450K +8,974 +5%
NCM
224
Nelson Capital Management
California
$8.71M -$1.25M -24,904 -13%
FAM
225
Family Asset Management
South Carolina
$8.56M +$8.56M +170,829 New

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.