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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
NCM
426
Novare Capital Management
North Carolina
$2.98M -$107K -2,125 -3%
UWM
427
USAdvisors Wealth Management
Minnesota
$2.96M -$1.74M -34,674 -37%
SOS
428
Silver Oak Securities
Tennessee
$2.96M +$589K +11,724 +25%
OC
429
Oarsman Capital
Wisconsin
$2.93M +$749K +14,904 +34%
FT
430
Fiduciary Trust
Massachusetts
$2.92M +$241K +4,799 +9%
SAM
431
SP Asset Management
California
$2.92M +$705K +14,023 +32%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$2.91M +$936K +18,622 +48%
MAG
433
Mayfair Advisory Group
Alabama
$2.9M +$356K +7,079 +14%
AA
434
Advisory Alpha
Michigan
$2.9M +$55.6K +1,107 +2%
NA
435
Nottingham Advisors
New York
$2.89M -$2.28M -45,319 -44%
MFS
436
Madrona Financial Services
Washington
$2.89M -$206K -4,101 -7%
GL
437
Graypoint LLC
New York
$2.89M +$230K +4,577 +9%
SSWM
438
Sheets Smith Wealth Management
North Carolina
$2.89M +$561K +11,156 +24%
SIA
439
SkyView Investment Advisors
New Jersey
$2.87M +$719K +14,310 +34%
Brown Advisory
440
Brown Advisory
Maryland
$2.85M +$36.6K +728 +1%
SSW
441
Stone Summit Wealth
Florida
$2.85M -$58.9K -1,172 -2%
RBC
442
Roble Belko & Company
Pennsylvania
$2.84M +$400K +7,959 +16%
MSFS
443
Main Street Financial Solutions
Pennsylvania
$2.83M +$109K +2,170 +4%
NL
444
NWAM LLC
Washington
$2.81M -$466K -9,274 -14%
CA
445
Crumly & Associates
Illinois
$2.8M -$17.2M -341,816 -86%
NL
446
NVWM LLC
Pennsylvania
$2.77M -$1.75M -34,747 -39%
FA
447
Fermata Advisors
California
$2.76M -$355K -7,068 -11%
JIC
448
Joel Isaacson & Co
New York
$2.73M
CAG
449
Curtis Advisory Group
California
$2.72M -$362K -7,197 -12%
TL
450
Tradewinds LLC
North Carolina
$2.72M +$2.72M +54,075 New

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.