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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
JFG
401
Jefferies Financial Group
New York
$3.44M +$26.9K +536 +0.8%
BTI
402
Blue Trust Inc
Georgia
$3.43M +$3.41M +67,860 +11,424%
RPSA
403
Richard P. Slaughter Associates
Texas
$3.42M +$517K +10,284 +18%
CAM
404
Cozad Asset Management
Illinois
$3.42M +$1.21M +23,979 +55%
PWM
405
Prosperity Wealth Management
California
$3.41M +$2.53M +50,424 +290%
CWM
406
Centurion Wealth Management
Virginia
$3.38M -$397K -7,908 -11%
VF
407
Vawter Financial
Ohio
$3.37M +$412K +8,197 +14%
FFN
408
Focus Financial Network
Minnesota
$3.36M +$3.36M +66,859 New
BFEC
409
Benjamin F. Edwards & Company
Missouri
$3.33M -$154K -3,073 -4%
PWS
410
Private Wealth Strategies
Ohio
$3.31M +$29.5K +587 +0.9%
WIM
411
Westside Investment Management
California
$3.29M +$1.34M +26,665 +69%
ICM
412
IMS Capital Management
Oregon
$3.25M -$36.9K -735 -1%
SFWC
413
Strategic Family Wealth Counselors
New Jersey
$3.19M -$209K -4,160 -6%
Neuberger Berman Group
414
Neuberger Berman Group
New York
$3.18M +$3.18M +63,281 New
FCG
415
Financial Connections Group
California
$3.18M +$1.02M +20,365 +48%
CWA
416
Centennial Wealth Advisory
Michigan
$3.16M +$64.1K +1,275 +2%
LWP
417
Laurel Wealth Planning
Minnesota
$3.14M +$514K +10,228 +20%
FEG
418
Financial Enhancement Group
Indiana
$3.13M +$1.51M +29,967 +93%
OPA
419
Old Port Advisors
Maine
$3.07M -$290K -5,774 -9%
OPWM
420
Oxinas Partners Wealth Management
Indiana
$3.07M -$130K -2,587 -4%
IIC
421
Ironwood Investment Counsel
Arizona
$3.04M -$1.14M -22,683 -27%
GAM
422
Gotham Asset Management
New York
$3.03M +$3.03M +60,273 New
AWM
423
Avior Wealth Management
Nebraska
$3.03M -$1.41M -28,154 -32%
BA
424
Bridge Advisory
California
$3.01M +$267K +5,309 +10%
FFA
425
Founders Financial Alliance
North Carolina
$3M +$1.43M +28,537 +92%

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.