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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
WIP
326
WealthCare Investment Partners
Rhode Island
$5.17M -$2.94M -58,568 -36%
FEM
327
Fulcrum Equity Management
Texas
$5.16M -$4.7M -93,569 -48%
Lido Advisors
328
Lido Advisors
California
$5.16M +$23.7K +472 +0.5%
ACA
329
Aptus Capital Advisors
Alabama
$5.14M +$3.55M +70,725 +226%
AWS
330
AJ Wealth Strategies
New York
$5.13M -$1.89M -37,516 -27%
NCM
331
Noesis Capital Mangement
Florida
$5.13M +$26.9K +535 +0.5%
TWM
332
TriaGen Wealth Management
California
$5.11M +$815K +16,219 +19%
JAG
333
Journey Advisory Group
Kentucky
$5.11M +$905K +18,014 +22%
SIG
334
Sargent Investment Group
Maryland
$5.08M -$8.54K -170 -0.2%
AF
335
Affiance Financial
Minnesota
$4.96M +$3.27M +65,061 +194%
WPA
336
West Paces Advisors
Georgia
$4.95M -$373K -7,417 -7%
CT
337
Colonial Trust
South Carolina
$4.91M -$287K -5,715 -6%
IFG
338
Independent Financial Group
California
$4.89M +$1.03M +20,474 +27%
IIA
339
Integral Investment Advisors
California
$4.83M +$1.74M +34,635 +56%
DI
340
DFPG Investments
Utah
$4.77M -$2.5M -49,839 -34%
CCA
341
Childress Capital Advisors
Texas
$4.75M +$841K +16,743 +22%
FP
342
Financial Perspectives
Minnesota
$4.73M -$1.39M -27,627 -23%
BC
343
Bartlett & Co
Ohio
$4.72M -$549K -10,918 -10%
BCWM
344
Bartlett & Co Wealth Management
Ohio
$4.72M -$549K -10,918 -10%
WMA
345
West Michigan Advisors
Michigan
$4.66M +$902K +17,939 +24%
CIA
346
Caerus Investment Advisors
Texas
$4.63M +$1.58M +31,396 +52%
EFS
347
Essex Financial Services
Connecticut
$4.62M +$772K +15,366 +20%
SCM
348
SOL Capital Management
Maryland
$4.6M +$305K +6,060 +7%
KP
349
Keel Point
Alabama
$4.59M -$1.38M -27,384 -23%
GRP
350
Global Retirement Partners
California
$4.59M +$644K +12,822 +16%

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.