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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$97.4M -$16.3M -323,922 -14%
CAN
27
Cetera Advisor Networks
California
$97.3M +$7.85M +156,166 +9%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$93M -$2.98M -59,268 -3%
S
29
SignatureFD
Georgia
$90.4M -$20.7M -411,765 -19%
FDCC
30
Foster Dykema Cabot & Co
Massachusetts
$80.3M +$235K +4,668 +0.3%
RJA
31
Raymond James & Associates
Florida
$79.1M -$19.6M -389,093 -20%
EWA
32
EP Wealth Advisors
California
$78.6M +$24.9M +495,423 +461%
AWM
33
AE Wealth Management
Kansas
$75.8M +$22M +437,770 +41%
UCFA
34
United Capital Financial Advisors
Texas
$74.8M -$476K -9,466 -0.6%
BI
35
Bramshill Investments
Florida
$74.6M +$21.8M +433,904 +41%
AP
36
Appleton Partners
Massachusetts
$66.4M +$13M +258,791 +24%
HighTower Advisors
37
HighTower Advisors
Illinois
$66.3M +$23.6M +469,144 +55%
CM
38
Cornerstone Management
Georgia
$66M +$4.15M +82,505 +7%
Stifel Financial
39
Stifel Financial
Missouri
$61.2M +$7.21M +143,373 +13%
ACP
40
Arcus Capital Partners
Georgia
$61.2M +$1.76M +35,003 +3%
SEI Investments
41
SEI Investments
Pennsylvania
$61.2M +$746K +14,836 +1%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$59.6M +$2.63M +52,414 +5%
MML Investors Services
43
MML Investors Services
Massachusetts
$58.9M -$20.4M -406,060 -26%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$57.3M +$85.2K +1,696 +0.1%
CIAS
45
Capital Investment Advisory Services
North Carolina
$54.8M -$503K -10,018 -0.9%
SIA
46
Soltis Investment Advisors
Utah
$53.9M -$4.1M -81,551 -7%
AA
47
Ancora Advisors
Ohio
$53.7M -$6.09M -121,104 -10%
RCM
48
Requisite Capital Management
Texas
$49.6M -$1.77M -35,208 -3%
PAG
49
Private Advisor Group
New Jersey
$48M +$19.6M +390,047 +69%
AMR
50
Asset Management Resources
Massachusetts
$47.1M +$30M +597,355 +176%

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.