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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
FPCP
301
Fort Point Capital Partners
California
$5.94M -$14M -278,491 -70%
WCFA
302
Walkner Condon Financial Advisors
Wisconsin
$5.93M -$695K -13,826 -11%
SSB
303
Sandy Spring Bank
Maryland
$5.88M -$1.2M -23,968 -17%
IHWM
304
Iron Horse Wealth Management
Iowa
$5.83M +$371K +7,388 +7%
TIA
305
Tiemann Investment Advisors
California
$5.8M +$173K +3,434 +3%
PPWM
306
Paragon Private Wealth Management
Kentucky
$5.79M +$398K +7,922 +7%
GIA
307
Gladstone Institutional Advisory
Florida
$5.78M +$3.65M +72,670 +172%
ACS
308
Archford Capital Strategies
Illinois
$5.76M +$389K +7,738 +7%
UB
309
UMB Bank
Missouri
$5.69M -$122K -2,435 -2%
RRA
310
Round Rock Advisors
Connecticut
$5.67M -$443K -8,813 -7%
HKIM
311
Hayek Kallen Investment Management
Alabama
$5.67M -$1.98M -39,458 -26%
VFM
312
Valley Financial Management
New York
$5.65M +$5.65M +112,354 New
NCM
313
Nelson Capital Management
California
$5.6M -$3.15M -62,583 -36%
FM
314
Family Management
New York
$5.53M +$131K +2,597 +2%
SPIA
315
Steward Partners Investment Advisory
New York
$5.53M +$2.07M +41,100 +60%
DWA
316
Delos Wealth Advisors
Texas
$5.46M +$186K +3,696 +4%
VNA
317
Valley National Advisers
Pennsylvania
$5.44M -$1.46M -29,109 -21%
CRWM
318
Castle Rock Wealth Management
California
$5.44M +$3.03M +60,308 +126%
LWM
319
Lionsbridge Wealth Management
Florida
$5.38M -$2.84M -56,432 -35%
WCM
320
Wunderlich Capital Managemnt
Tennessee
$5.36M +$28.9K +576 +0.5%
CSWG
321
Cardinal Strategic Wealth Guidance
Kentucky
$5.33M -$2.12M -42,208 -29%
TCM
322
Tradewinds Capital Management
Washington
$5.31M +$27.6K +549 +0.5%
NFP
323
Narus Financial Partners
Utah
$5.31M +$119K +2,376 +2%
JFA
324
JNBA Financial Advisors
Minnesota
$5.29M -$276K -5,487 -5%
GAG
325
GM Advisory Group
New York
$5.25M +$5.24M +104,311 New

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.