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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
WIM
251
Westside Investment Management
California
$7.12M +$535K +10,654 +8%
TC
252
TAP Consulting
Missouri
$7.11M +$2.97M +59,273 +72%
DMBA
253
Deseret Mutual Benefit Administrators
Utah
$7.04M +$1.02M +20,370 +17%
CWC
254
Carolinas Wealth Consulting
North Carolina
$7.02M -$1.23M -24,608 -15%
CPW
255
Crestmont Private Wealth
Texas
$7.02M -$384K -7,659 -5%
WMA
256
West Michigan Advisors
Michigan
$6.96M +$1.24M +24,755 +22%
CFGF
257
Compass Financial Group (Florida)
Florida
$6.95M -$2.66M -52,927 -28%
ZIMP
258
Zimmermann Investment Management & Planning
Pennsylvania
$6.85M -$303K -6,029 -4%
GCA
259
Gradient Capital Advisors
California
$6.84M -$226K -4,511 -3%
SC
260
Scotia Capital
Ontario, Canada
$6.79M -$883K -17,603 -12%
PWP
261
Principle Wealth Partners
Connecticut
$6.74M +$63.6K +1,268 +1%
IFG
262
Independent Financial Group
California
$6.71M +$856K +17,059 +15%
VWM
263
VCI Wealth Management
Missouri
$6.63M +$6.62M +131,931 New
KPWS
264
Kestra Private Wealth Services
Texas
$6.58M +$1.36M +27,102 +26%
BA
265
Bristlecone Advisors
Washington
$6.54M -$793K -15,811 -11%
FWM
266
Forza Wealth Management
Florida
$6.53M +$111K +2,205 +2%
TIA
267
Tiemann Investment Advisors
California
$6.53M +$2.96K +59 +0%
AAS
268
Ameritas Advisory Services
Nebraska
$6.47M -$19M -378,531 -75%
AF
269
Advisornet Financial
Minnesota
$6.34M +$1.17M +23,259 +23%
NCM
270
Noesis Capital Mangement
Florida
$6.26M +$655K +13,055 +12%
AFA
271
American Financial Advisors
Georgia
$6.2M +$1.66M +33,161 +37%
IWN
272
Independent Wealth Network
Iowa
$6.2M -$389K -7,753 -6%
BCI
273
Brinker Capital Investments
Pennsylvania
$6.18M -$3.34M -66,463 -35%
OPS
274
Orion Portfolio Solutions
Nebraska
$6.18M -$3.34M -66,463 -35%
FM
275
Foster & Motley
Ohio
$6.16M +$1.2M +23,975 +24%

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.