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JPMorgan Ultra-Short Income ETF

913 hedge funds and large institutions have $18B invested in JPMorgan Ultra-Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 376 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

4% more capital invested

Capital invested by funds: $17.4B → $18B (+$624M)

0.45% less ownership

Funds ownership: 73.4%72.95% (-0.45%)

2% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 376

2% less funds holding

Funds holding: 929913 (-16)

7% less funds holding in top 10

Funds holding in top 10: 190176 (-14)

Holders
913
Holders Change
-16
Holders Change %
-1.72%
% of All Funds
14.55%
Holding in Top 10
176
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.37%
% of All Funds
2.8%
New
96
Increased
368
Reduced
376
Closed
88
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
226
Janiczek Wealth Management
Colorado
$9.1M -$17.6M -349,967 -66%
AWE
227
Avidian Wealth Enterprises
Texas
$8.93M -$4.91M -97,759 -36%
AWAU
228
Alliance Wealth Advisors (Utah)
Utah
$8.91M +$1.43M +28,445 +19%
AIC
229
Archer Investment Corporation
Indiana
$8.89M -$262K -5,218 -3%
FAM
230
Family Asset Management
South Carolina
$8.79M +$192K +3,821 +2%
KCM
231
Kendall Capital Management
Maryland
$8.74M +$658K +13,099 +8%
FF
232
Financial Futures
New Jersey
$8.66M -$2.02M -40,186 -19%
Citigroup
233
Citigroup
New York
$8.65M +$989K +19,670 +13%
FIM
234
Freedom Investment Management
Connecticut
$8.6M +$6.17M +122,744 +254%
SQA
235
Simon Quick Advisors
New Jersey
$8.59M -$9.32M -185,491 -52%
RW
236
REDW Wealth
New Mexico
$8.56M -$1.89M -37,602 -18%
CA
237
Crewe Advisors
Utah
$8.53M +$1.12M +22,239 +15%
HCM
238
Hilton Capital Management
New York
$8.48M +$8.5M +169,225 New
CTA
239
Colonial Trust Advisors
South Carolina
$8.43M +$283K +5,626 +3%
PSIWM
240
Paradigm Strategies in Wealth Management
Minnesota
$8.3M +$1.83M +36,450 +28%
CWA
241
Choice Wealth Advisors
Maine
$8.2M -$249K -4,945 -3%
PI
242
Parkside Investments
Illinois
$8.18M +$2.6M +51,675 +47%
5SA
243
5th Street Advisors
Connecticut
$8.16M -$249K -4,950 -3%
CF
244
Concorde Financial
Texas
$8.16M +$2.22M +44,173 +37%
MF
245
Meridian Financial
Massachusetts
$8.1M +$135K +2,679 +2%
HWP
246
Highline Wealth Partners
California
$8.05M -$801K -15,941 -9%
BRWA
247
B. Riley Wealth Advisors
Florida
$8.03M +$3.32M +66,120 +71%
REMPR
248
Roof Eidam Maycock Peralta (REMP)
California
$8.02M -$26.6M -528,909 -77%
SCA
249
Scott Capital Advisors
Oregon
$7.94M +$1.85M +36,880 +30%
LAM
250
Lifestyle Asset Management
Texas
$7.94M +$7.71M +153,331 +3,499%

JPST Hedge Fund Activity: Q1 2023 in Review

913 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2023, worth a combined $18B — up 3.6% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new JPST positions and 88 closed out — a net gain of 8 holders — while 368 added to existing stakes and 376 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $540M. The largest seller was Grimes & Company, cutting an estimated $349M.

  • 913 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2023, down from 929 in Q4 2022.
  • Funds reported $18B of JPMorgan Ultra-Short Income ETF stock for Q1 2023, up 3.6% quarter-over-quarter.
  • 96 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2023 and 88 closed out, a net change of +8 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $540M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2023 was Grimes & Company, an estimated $349M sold.

Based on aggregated 13F filings for Q1 2023.