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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
PIA
276
Pinion Investment Advisors
Kansas
$6.93M -$3.9M -77,662 -36%
CPW
277
Crestmont Private Wealth
Texas
$6.91M -$121K -2,399 -2%
WC
278
Waterloo Capital
Texas
$6.89M +$6.88M +136,928 New
CCG
279
Chatham Capital Group
Georgia
$6.83M -$150K -2,980 -2%
GWM
280
Geneos Wealth Management
Colorado
$6.72M -$507K -10,084 -7%
ICP
281
Interchange Capital Partners
Pennsylvania
$6.71M +$5.61M +111,536 +511%
TFA
282
Teamwork Financial Advisors
Texas
$6.67M +$6.66M +132,531 New
TFO
283
Tarbox Family Office
California
$6.59M -$1.36M -27,047 -17%
GWANC
284
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.57M +$5.21M +103,607 +384%
HFS
285
Howard Financial Services
Texas
$6.48M +$86.7K +1,726 +1%
PFWA
286
Paces Ferry Wealth Advisors
Georgia
$6.48M +$6.47M +128,699 New
WAG
287
Winthrop Advisory Group
Massachusetts
$6.44M -$3.56M -70,934 -36%
OA
288
Oxbow Advisors
Texas
$6.42M -$460K -9,163 -7%
AFP
289
Ausdal Financial Partners
Iowa
$6.41M +$4.94M +98,225 +338%
JWCA
290
J.W. Coons Advisors
Ohio
$6.34M +$21.5K +428 +0.3%
FFWA
291
FRG Family Wealth Advisors
Washington
$6.33M -$4.14M -82,475 -40%
MAM
292
MMA Asset Management
Pennsylvania
$6.29M +$1.81M +36,075 +41%
RWA
293
Rainsberger Wealth Advisors
Colorado
$6.25M +$168K +3,343 +3%
PCG
294
Prosperity Consulting Group
Maryland
$6.21M -$995K -19,795 -14%
WCM
295
Windsor Capital Management
Arizona
$6.16M +$182K +3,622 +3%
LWM
296
Lodestone Wealth Management
Washington
$6.15M +$955K +19,011 +18%
FWA
297
FSM Wealth Advisors
Ohio
$6.14M +$505K +10,058 +9%
SWM
298
Silverlake Wealth Management
Vermont
$6.02M +$147K +2,927 +3%
PA
299
Paragon Advisors
Texas
$6.02M +$2.05M +40,874 +52%
ACA
300
Aspire Capital Advisors
Washington
$5.95M +$371K +7,391 +7%

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.