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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
RRA
276
Round Rock Advisors
Connecticut
$6.15M +$407K +8,106 +7%
GWANC
277
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.15M -$318K -6,347 -5%
IF
278
Intrua Financial
Texas
$6.13M -$247K -4,926 -4%
WCM
279
Windsor Capital Management
Arizona
$6.04M -$352K -7,020 -6%
OCM
280
One Capital Management
California
$6.02M -$3.01M -60,010 -33%
GWM
281
Geneos Wealth Management
Colorado
$6.01M -$73.4K -1,463 -1%
FFA
282
Farther Finance Advisors
California
$6M +$5.45M +108,643 +1,008%
JWCA
283
J.W. Coons Advisors
Ohio
$5.99M -$96.3K -1,920 -2%
FWA
284
FSM Wealth Advisors
Ohio
$5.91M -$166K -3,303 -3%
SPL
285
Smart Portfolios LLC
Washington
$5.9M -$72.1K -1,436 -1%
FSA
286
Financial Security Advisor
Virginia
$5.84M +$5.81M +115,764 New
LWMG
287
Levy Wealth Management Group
Pennsylvania
$5.83M +$225K +4,487 +4%
TSW
288
Three Seasons Wealth
Utah
$5.82M -$7.63M -152,155 -57%
LHC
289
Little House Capital
Massachusetts
$5.81M +$364K +7,256 +7%
ACG
290
Allen Capital Group
Nebraska
$5.81M -$314K -6,267 -5%
SHGA
291
Sand Hill Global Advisors
California
$5.8M -$578K -11,523 -9%
MAG
292
Mayfair Advisory Group
Alabama
$5.8M +$1.08M +21,478 +23%
ACS
293
Archford Capital Strategies
Illinois
$5.78M -$93K -1,854 -2%
AR
294
Apeiron RIA
Texas
$5.75M -$302K -6,009 -5%
IA
295
IFG Advisory
Georgia
$5.73M -$344K -6,847 -6%
I2I
296
Insight 2811 Inc
Illinois
$5.65M +$2.66M +53,030 +89%
DADC
297
D.A. Davidson & Co
Montana
$5.65M -$544K -10,843 -9%
ACP
298
Arcus Capital Partners
Georgia
$5.64M -$52.4M -1,043,982 -90%
PSCM
299
Per Stirling Capital Management
Texas
$5.57M -$485K -9,663 -8%
DWP
300
Daymark Wealth Partners
Ohio
$5.57M +$1.56M +31,126 +39%

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.