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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
Renaissance Technologies
26
Renaissance Technologies
New York
$77.4M +$26.9M +536,500 +53%
Stifel Financial
27
Stifel Financial
Missouri
$75.2M +$2.98M +59,433 +4%
BI
28
Bramshill Investments
Florida
$71M -$2.41M -48,033 -3%
BA
29
Bridgewater Advisors
New York
$70.4M +$9.46M +188,516 +16%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$64.5M -$18.3M -365,443 -22%
AssetMark Inc
31
AssetMark Inc
California
$63.6M -$29.7M -592,024 -32%
LWMT
32
Legacy Wealth Management (Tennessee)
Tennessee
$63.4M +$1.57M +31,194 +3%
CAN
33
Cetera Advisor Networks
California
$62.3M -$32.5M -646,838 -34%
SEI Investments
34
SEI Investments
Pennsylvania
$62.1M -$204K -4,073 -0.3%
RJA
35
Raymond James & Associates
Florida
$61.9M -$11.7M -233,330 -16%
AA
36
Ancora Advisors
Ohio
$60.7M +$1.64M +32,684 +3%
CM
37
Cornerstone Management
Georgia
$60.4M -$3.58M -71,346 -6%
AWM
38
Axxcess Wealth Management
California
$58.4M +$27.7M +552,954 +91%
MML Investors Services
39
MML Investors Services
Massachusetts
$58.4M -$23.1M -461,025 -28%
CW
40
Connectus Wealth
Ohio
$58.4M -$3.37M -67,099 -5%
QCG
41
Quadrant Capital Group
Ohio
$53.3M +$13.1M +260,484 +33%
MC
42
McMorgan & Co
California
$53M +$8.81M +175,487 +20%
PAG
43
Private Advisor Group
New Jersey
$51.1M -$549K -10,947 -1%
RWA
44
Roberts Wealth Advisors
California
$50.7M +$276K +5,495 +2%
UCFA
45
United Capital Financial Advisors
Texas
$50.3M -$14.6M -290,998 -23%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$49.2M +$7.72M +153,908 +19%
CIAS
47
Capital Investment Advisory Services
North Carolina
$48M -$7.04M -140,234 -13%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$45.3M -$30.7M -611,724 -40%
SI
49
Stephens Inc
Arkansas
$45M +$8.35M +166,327 +23%
AAS
50
Avantax Advisory Services
Texas
$44.7M -$5.2M -103,649 -10%

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.