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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
SRA
376
Secured Retirement Advisors
Minnesota
$3.69M +$3.68M +73,394 New
PPWM
377
Paragon Private Wealth Management
Kentucky
$3.64M -$1.23M -24,537 -25%
YIA
378
YHB Investment Advisors
Connecticut
$3.64M -$304K -6,049 -8%
FTUS
379
Flow Traders U.S.
New York
$3.62M -$18M -359,347 -83%
AT
380
American Trust
Kentucky
$3.6M +$200K +3,983 +6%
MGIA
381
Matthew Goff Investment Advisor
Texas
$3.57M -$113K -2,248 -3%
AWM
382
Atticus Wealth Management
Florida
$3.55M +$1.14M +22,718 +47%
CCFM
383
Clear Creek Financial Management
Washington
$3.52M -$1.45M -28,908 -29%
CW
384
CIC Wealth
Maryland
$3.51M +$156K +3,101 +5%
FWP
385
FAS Wealth Partners
Kansas
$3.51M -$289K -5,759 -8%
CG
386
CFO4Life Group
Texas
$3.47M -$700K -13,943 -17%
FCFC
387
First Citizens Financial Corp
Iowa
$3.46M +$94K +1,874 +3%
IAN
388
Integrated Advisors Network
Texas
$3.44M -$68.8K -1,372 -2%
KP
389
Keel Point
Alabama
$3.4M -$139K -2,762 -4%
PG
390
Patten Group
Tennessee
$3.38M +$609K +12,130 +22%
SPC
391
Sigma Planning Corp
Michigan
$3.34M -$4.1M -81,725 -55%
BWS
392
Buck Wealth Strategies
Colorado
$3.33M +$130K +2,587 +4%
HIP
393
HUB Investment Partners
Texas
$3.32M -$972K -19,376 -23%
CTC
394
Central Trust Company
Missouri
$3.32M -$208K -4,144 -6%
FT
395
Fiduciary Trust
Massachusetts
$3.29M +$252K +5,030 +8%
WI
396
WBI Investments
New Jersey
$3.29M +$59.6K +1,188 +2%
AI
397
Auour Investments
Massachusetts
$3.29M +$44.4K +885 +1%
SFWC
398
Strategic Family Wealth Counselors
New Jersey
$3.23M +$210K +4,178 +7%
FFO
399
Fortitude Family Office
Arizona
$3.2M +$3.19M +63,633 New
CTA
400
Chesley Taft & Associates
Illinois
$3.19M +$206K +4,100 +7%

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.