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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
NCM
426
Novare Capital Management
North Carolina
$2.7M +$95.5K +1,904 +4%
FHB
427
First Hawaiian Bank
Hawaii
$2.7M -$1.3M -25,874 -33%
JWM
428
JGP Wealth Management
Oregon
$2.69M -$276K -5,503 -9%
JFA
429
JNBA Financial Advisors
Minnesota
$2.69M -$17.6K -350 -0.6%
WMWM
430
Whitaker-Myers Wealth Managers
Ohio
$2.68M -$414K -8,259 -13%
AI
431
Atria Investments
North Carolina
$2.68M -$6.06M -120,744 -69%
HPC
432
HM Payson & Co
Maine
$2.67M -$12.5K -250 -0.5%
EBWM
433
Eagle Bluffs Wealth Management
Missouri
$2.65M +$122K +2,428 +5%
SG
434
Sharper & Granite
California
$2.61M +$222K +4,425 +9%
GIA
435
Gladstone Institutional Advisory
Florida
$2.59M -$1.14M -22,630 -30%
PS
436
Principal Securities
Iowa
$2.59M +$2.59M +51,591 New
DIM
437
Delta Investment Management
California
$2.59M -$161K -3,208 -6%
Neuberger Berman Group
438
Neuberger Berman Group
New York
$2.59M -$98.5K -1,964 -4%
DC
439
Davenport & Co
Virginia
$2.58M +$1.39M +27,617 +116%
NF
440
Nikulski Financial
Iowa
$2.56M -$26.9K -536 -1%
SAG
441
SageView Advisory Group
California
$2.54M -$1.03M -20,450 Closed
CP
442
Castleview Partners
Texas
$2.54M -$103K -2,060 -4%
PIA
443
Perennial Investment Advisors
California
$2.54M -$159K -3,169 -6%
AWM
444
Avior Wealth Management
Nebraska
$2.53M -$301K -6,007 -11%
VF
445
Vawter Financial
Ohio
$2.51M +$974K +19,408 +63%
SA
446
Skyline Advisors
Washington
$2.51M +$2.5M +49,906 New
SDWIA
447
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.5M -$311K -6,198 -11%
SIC
448
Salem Investment Counselors
North Carolina
$2.5M -$438K -8,726 -15%
FFP
449
FourThought Financial Partners
Florida
$2.47M -$724K -14,421 -23%
ACM
450
ADAR1 Capital Management
Texas
$2.46M +$2.46M +49,000 New

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.