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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
LWL
351
Leo Wealth LLC
Texas
$4.29M +$4.29M +85,433 New
AA
352
Advisory Alpha
Michigan
$4.29M +$79.6K +1,586 +2%
ES
353
Eagle Strategies
New York
$4.29M -$7.97M -158,789 -65%
EWM
354
Elmwood Wealth Management
California
$4.2M -$3.61M -71,965 -46%
WAG
355
Winthrop Advisory Group
Massachusetts
$4.19M -$185K -3,677 -4%
BAWC
356
Boyce & Associates Wealth Consulting
Texas
$4.16M -$753K -15,013 -15%
FCA
357
FinTrust Capital Advisors
South Carolina
$4.16M -$337K -6,712 -7%
WPA
358
West Paces Advisors
Georgia
$4.08M -$235K -4,676 -5%
FCG
359
Financial Connections Group
California
$4.07M +$971K +19,353 +31%
LWM
360
Lionsbridge Wealth Management
Florida
$4.04M -$4.26M -84,881 -51%
VNA
361
Valley National Advisers
Pennsylvania
$3.99M -$133K -2,653 -3%
NFP
362
Narus Financial Partners
Utah
$3.99M -$741K -14,761 -16%
EFG
363
Ethos Financial Group
Pennsylvania
$3.96M -$7.66M -152,662 -66%
EWA
364
EP Wealth Advisors
California
$3.95M -$314K -6,252 -7%
SPIA
365
Steward Partners Investment Advisory
New York
$3.94M +$94.2K +1,877 +2%
FFA
366
Founders Financial Alliance
North Carolina
$3.91M +$173K +3,447 +5%
CCA
367
Childress Capital Advisors
Texas
$3.89M +$1.14M +22,814 +42%
RWA
368
Rainsberger Wealth Advisors
Colorado
$3.87M -$81.9K -1,632 -2%
SFC
369
SYM Financial Corp
Indiana
$3.86M -$11.7M -232,204 -75%
UB
370
UMB Bank
Missouri
$3.82M -$550K -10,958 -13%
SFG
371
Sunburst Financial Group
Alabama
$3.81M -$1.6M -31,946 -30%
FAM
372
Frontier Asset Management
Wyoming
$3.81M +$290K +5,777 +8%
FAM
373
Family Asset Management
South Carolina
$3.78M +$297K +5,913 +9%
HKIM
374
Hayek Kallen Investment Management
Alabama
$3.76M -$187K -3,730 -5%
IIC
375
Ironwood Investment Counsel
Arizona
$3.71M -$1.49M -29,671 -29%

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.