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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
MSFS
451
Main Street Financial Solutions
Pennsylvania
$2.46M -$32.5K -648 -1%
SSWM
452
Sheets Smith Wealth Management
North Carolina
$2.44M -$11.8K -235 -0.5%
LA
453
Latitude Advisors
Florida
$2.44M +$866K +17,267 +55%
OPWM
454
Oxinas Partners Wealth Management
Indiana
$2.43M -$38.4K -766 -2%
HFM
455
Hartford Financial Management
Connecticut
$2.4M -$881K -17,563 -27%
UWM
456
USAdvisors Wealth Management
Minnesota
$2.38M -$151K -3,008 -6%
JSW
457
Journey Strategic Wealth
New Jersey
$2.34M +$2.07M +41,336 +802%
CM
458
Capital Management
Virginia
$2.31M +$361K +7,190 +19%
CAM
459
Cozad Asset Management
Illinois
$2.3M -$49K -977 -2%
FM
460
Family Management
New York
$2.29M -$285K -5,682 -11%
TSWM
461
Tyler-Stone Wealth Management
Ohio
$2.28M +$449K +8,948 +25%
CA
462
Cambridge Advisors
Nebraska
$2.28M -$24.9K -496 -1%
FNWA
463
Financial Network Wealth Advisors
Utah
$2.26M +$2.26M +45,071 New
TWM
464
TriaGen Wealth Management
California
$2.26M -$257K -5,123 -10%
RPCA
465
Running Point Capital Advisors
California
$2.23M -$212K -4,216 -9%
CFD
466
Creative Financial Designs
Indiana
$2.22M -$2.77M -55,267 -56%
NL
467
NVWM LLC
Pennsylvania
$2.19M -$30K -598 -1%
WAG
468
Wallace Advisory Group
California
$2.17M -$71K -1,415 -3%
RBC
469
Roble Belko & Company
Pennsylvania
$2.17M -$351K -6,995 -14%
TCG
470
Transcendent Capital Group
Oklahoma
$2.15M +$2.15M +42,792 New
PWA
471
Phoenix Wealth Advisors
North Carolina
$2.14M -$100 -2 -0%
BFA
472
Beaumont Financial Advisors
Massachusetts
$2.13M -$1.74M -34,675 -45%
AWM
473
Apollon Wealth Management
South Carolina
$2.13M +$322K +6,426 +18%
AWA
474
Acorn Wealth Advisors
Michigan
$2.1M +$236K +4,705 +13%
JIC
475
Joel Isaacson & Co
New York
$2.1M -$113K -2,250 -5%

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.