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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
IA
351
IFG Advisory
Georgia
$4.56M -$184K -3,658 -4%
FFP
352
FourThought Financial Partners
Florida
$4.55M -$1.8M -35,725 -28%
BL
353
BFSG LLC
California
$4.53M -$696K -13,843 -13%
YIA
354
YHB Investment Advisors
Connecticut
$4.44M -$394K -7,848 -8%
CG
355
CFO4Life Group
Texas
$4.42M +$380K +7,556 +9%
OWM
356
OneAscent Wealth Management
Alabama
$4.39M +$4.39M +87,299 New
CPWA
357
Cerro Pacific Wealth Advisors
California
$4.39M -$2.76M -54,980 -39%
PAG
358
Paladin Advisory Group
Iowa
$4.38M +$4.37M +87,055 New
AWMS
359
Advocacy Wealth Management Services
Georgia
$4.28M +$807K +16,068 +23%
FA
360
Fiduciary Alliance
South Carolina
$4.26M +$4.23M +84,149 +14,434%
HPC
361
HM Payson & Co
Maine
$4.25M -$18.6K -370 -0.4%
TC
362
TAP Consulting
Missouri
$4.19M +$537K +10,692 +15%
AFA
363
American Financial Advisors
Georgia
$4.17M +$380K +7,570 +10%
AIM
364
Anchor Investment Management
South Carolina
$4.16M +$101K +2,005 +2%
DC
365
Darrow Company
Massachusetts
$4.15M +$123K +2,455 +3%
DCM
366
Donaldson Capital Management
Indiana
$4.09M +$1.13M +22,550 +38%
CPIG
367
Chicago Partners Investment Group
Illinois
$4.06M -$375K -7,459 -8%
Bank of Nova Scotia
368
Bank of Nova Scotia
Ontario, Canada
$4.05M +$4.05M +80,527 New
PP
369
PDS Planning
Ohio
$3.94M -$36.5K -727 -0.9%
WWP
370
WR Wealth Planners
Missouri
$3.92M +$1.56M +31,140 +67%
FHA
371
First Horizon Advisors
Tennessee
$3.89M -$804K -15,997 -17%
BWS
372
Buck Wealth Strategies
Colorado
$3.88M +$3.87M +77,069 New
MGIA
373
Matthew Goff Investment Advisor
Texas
$3.88M +$1.58M +31,536 +69%
HIP
374
HUB Investment Partners
Texas
$3.84M -$158K -3,145 -4%
AMM
375
American Money Management
California
$3.84M -$2.51M -49,994 -40%

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.