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JPMorgan Ultra-Short Income ETF

966 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 317 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $16.3B → $19.6B (+$3.35B)

18% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 87

16.66% more ownership

Funds ownership: 71.5%88.15% (+17%)

0% more funds holding

Funds holding: 963966 (+3)

4% less funds holding in top 10

Funds holding in top 10: 164158 (-6)

33% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 473

Holders
966
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.08%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.3%
New
103
Increased
317
Reduced
473
Closed
87
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
226
Concorde Financial
Texas
$8.49M +$7.44M +148,195 +741%
GRP
227
Global Retirement Partners
California
$8.37M +$320K +6,382 +4%
ATPW
228
Ashton Thomas Private Wealth
Arizona
$8.36M -$1.84M -36,672 -18%
KCM
229
Kendall Capital Management
Maryland
$8.28M -$362K -7,208 -4%
LPT
230
Legacy Private Trust
Wisconsin
$8.18M -$36.2K -722 -0.4%
FIBT
231
First International Bank & Trust
North Dakota
$8.15M -$3.83M -76,270 -32%
MRCM
232
M&R Capital Management
New Jersey
$8.09M -$479K -9,547 -6%
IIA
233
Integral Investment Advisors
California
$8.08M -$9.48K -189 -0.1%
PA
234
Perennial Advisors
New York
$8.07M +$907K +18,075 +13%
SCM
235
SOL Capital Management
Maryland
$8.07M +$1.38M +27,479 +21%
ACA
236
Ascension Capital Advisors
Texas
$8.06M +$7.25M +144,543 +909%
Lido Advisors
237
Lido Advisors
California
$8.05M +$905K +18,045 +13%
IA
238
IFP Advisors
Florida
$8.01M -$2.73M -54,376 -25%
BFO
239
Boston Family Office
Massachusetts
$7.94M -$2.78M -55,453 -26%
CAM
240
Cobblestone Asset Management
Virginia
$7.93M +$5.47M +109,033 +223%
TFM
241
Trademark Financial Management
Minnesota
$7.82M +$7.81M +155,732 New
BRWA
242
B. Riley Wealth Advisors
Florida
$7.79M -$567K -11,301 -7%
PFWA
243
Paces Ferry Wealth Advisors
Georgia
$7.75M +$344K +6,852 +5%
WAM
244
WNY Asset Management
New York
$7.73M +$2.19M +43,667 +40%
GLA
245
Good Life Advisors
Pennsylvania
$7.71M -$511K -10,176 -6%
AWMS
246
Advocacy Wealth Management Services
Georgia
$7.65M +$1.06M +21,029 +16%
CTA
247
Colonial Trust Advisors
South Carolina
$7.62M -$540K -10,770 -7%
5SA
248
5th Street Advisors
Connecticut
$7.52M -$231K -4,605 -3%
JWCA
249
J.W. Cole Advisors
Florida
$7.33M -$70.8K -1,410 -1%
SF
250
Symphony Financial
Texas
$7.3M +$456K +9,096 +7%

JPST Hedge Fund Activity: Q4 2023 in Review

966 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2023, worth a combined $19.6B — up 21% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new JPST positions and 87 closed out — a net gain of 16 holders — while 317 added to existing stakes and 473 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.77B. The largest seller was Fidelity Investments, cutting an estimated $84M.

  • 966 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2023, up from 963 in Q3 2023.
  • Funds reported $19.6B of JPMorgan Ultra-Short Income ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 103 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2023 and 87 closed out, a net change of +16 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.77B added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2023 was Fidelity Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q4 2023.