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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
AI
251
Atria Investments
North Carolina
$7.9M -$11.1M -221,278 -59%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$7.86M -$9.59M -190,751 -55%
GGS
253
Galvin Gaustad & Stein
Arizona
$7.84M -$3.13M -62,190 -29%
KA
254
Klingman & Associates
New York
$7.83M -$12.8M -253,918 -62%
LL
255
LPWM LLC
Minnesota
$7.72M +$5.73M +114,032 +289%
FWM
256
Fortress Wealth Management
California
$7.71M +$684K +13,612 +10%
HFS
257
Heritage Financial Services
Massachusetts
$7.7M +$540K +10,740 +8%
GCA
258
Gradient Capital Advisors
California
$7.66M +$116K +2,313 +2%
WWM
259
WT Wealth Management
Arizona
$7.64M +$1.82M +36,238 +31%
PA
260
Perennial Advisors
New York
$7.61M +$63.4K +1,261 +0.8%
AR
261
Apeiron RIA
Texas
$7.44M +$324K +6,447 +5%
PSCM
262
Per Stirling Capital Management
Texas
$7.39M -$9.02M -179,528 -55%
SPL
263
Smart Portfolios LLC
Washington
$7.38M -$61.7K -1,228 -0.8%
YWS
264
Yarger Wealth Strategies
Ohio
$7.34M +$1.31M +26,095 +22%
JWCA
265
J.W. Cole Advisors
Florida
$7.23M -$1.25M -24,914 -15%
CF
266
Centaurus Financial
California
$7.2M +$6.9M +137,312 +2,397%
HI
267
Harbour Investments
Wisconsin
$7.18M -$2.16M -42,939 -23%
EL
268
Essex LLC
Illinois
$7.14M
ZIMP
269
Zimmermann Investment Management & Planning
Pennsylvania
$7.13M -$794K -15,808 -10%
FWM
270
Forza Wealth Management
Florida
$7.08M -$161K -3,200 -2%
SF
271
Symphony Financial
Texas
$7.05M +$1.1M +21,957 +19%
IF
272
Intrua Financial
Texas
$7.03M +$6.39M +127,081 +1,001%
FA
273
FDx Advisors
Illinois
$7.03M
FAM
274
Formidable Asset Management
Ohio
$6.96M +$384K +7,639 +6%
ACM
275
Alpha Capital Management
Texas
$6.94M

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.