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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
Morgan Stanley
1
Morgan Stanley
New York
$2.82B +$428M +8,540,248 +18%
Bank of America
2
Bank of America
North Carolina
$1.16B +$181M +3,612,871 +18%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.01B +$37M +738,896 +4%
UBS Group
4
UBS Group
Switzerland
$590M +$101M +2,021,887 +21%
LPL Financial
5
LPL Financial
California
$464M +$147M +2,938,666 +46%
Wells Fargo
6
Wells Fargo
California
$439M +$33.3M +664,440 +8%
AAS
7
Avantax Advisory Services
Texas
$433M +$12.3M +245,293 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$417M +$104M +2,065,268 +33%
SW
9
SVB Wealth
Massachusetts
$375M -$678K -13,528 -0.2%
GC
10
Grimes & Company
Massachusetts
$349M +$57.7M +1,151,261 +20%
Charles Schwab
11
Charles Schwab
California
$298M +$149M +2,974,897 +100%
HWM
12
HB Wealth Management
Georgia
$296M +$13.6M +270,902 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$252M -$54.8M -1,093,209 -18%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$217M +$66.3M +1,321,911 +44%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$197M -$6.51M -129,851 -3%
Betterment LLC
16
Betterment LLC
New York
$195M +$9.26M +184,806 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$185M +$38.5M +768,336 +26%
LWMT
18
Legacy Wealth Management (Tennessee)
Tennessee
$178M -$4.45M -88,807 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$160M -$10.9M -217,997 -6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$141M +$30.4M +606,256 +28%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$113M +$36.5M +727,476 +47%
S
22
SignatureFD
Georgia
$111M -$5.13M -102,420 -4%
RJA
23
Raymond James & Associates
Florida
$98.3M -$3.74M -74,663 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$97.1M +$29.1M +579,840 +43%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$95.6M -$10.4M -207,065 -10%

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.