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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
PFS
326
Prospera Financial Services
Texas
$4.97M +$3.38M +67,423 +213%
DWA
327
Delos Wealth Advisors
Texas
$4.96M -$291K -5,804 -6%
SIG
328
Sargent Investment Group
Maryland
$4.93M -$778K -15,506 -14%
AIM
329
Anchor Investment Management
South Carolina
$4.81M +$192K +3,831 +4%
ICG
330
InterOcean Capital Group
Tennessee
$4.75M +$2.38M +47,382 +100%
EA
331
Ergawealth Advisors
Illinois
$4.71M -$112K -2,237 -2%
FEG
332
Financial Enhancement Group
Indiana
$4.67M -$90.9K -1,812 -2%
TCM
333
TD Capital Management
Tennessee
$4.65M +$3.23M +64,319 +228%
CT
334
Colonial Trust
South Carolina
$4.64M -$41.2K -822 -0.9%
FW
335
FirstPurpose Wealth
Utah
$4.58M -$62.9K -1,254 -1%
ACM
336
Alpha Capital Management
Texas
$4.55M -$20.1K -400 -0.4%
FAIM
337
Financial Advocates Investment Management
Washington
$4.52M -$2.37M -47,291 -34%
RCM
338
Rivernorth Capital Management
Florida
$4.52M +$4.52M +90,000 New
WCFA
339
Walkner Condon Financial Advisors
Wisconsin
$4.52M -$1.15M -22,832 -20%
ACA
340
Aptus Capital Advisors
Alabama
$4.5M -$449K -8,941 -9%
MCC
341
Money Concepts Capital
Florida
$4.5M -$370K -7,364 -8%
FAM
342
Formidable Asset Management
Ohio
$4.48M -$2.38M -47,498 -35%
BL
343
BFSG LLC
California
$4.48M -$34.3K -684 -0.8%
AHC
344
Adell Harriman & Carpenter
Texas
$4.46M +$2.83M +56,451 +175%
CPIG
345
Chicago Partners Investment Group
Illinois
$4.45M +$935K +18,626 +27%
PCMC
346
Private Capital Management (Colorado)
Colorado
$4.39M +$4.29M +85,506 +4,560%
CCG
347
Catalina Capital Group
California
$4.35M +$4.35M +86,656 New
SRC
348
Sage Rhino Capital
California
$4.34M +$302K +6,011 +7%
EL
349
Essex LLC
Illinois
$4.33M -$463K -9,222 -10%
PAG
350
Paladin Advisory Group
Iowa
$4.32M -$86.8K -1,730 -2%

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.