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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
SFG
476
Sage Financial Group
Pennsylvania
$2.28M +$557K +11,088 +32%
WWM
477
Western Wealth Management
Colorado
$2.27M +$550K +10,953 +32%
BIP
478
Blueprint Investment Partners
North Carolina
$2.27M -$4.3M -85,514 -65%
VWA
479
V Wealth Advisors
Kansas
$2.25M +$491K +9,765 +28%
FC
480
FCA Corp
Texas
$2.24M +$78.7K +1,567 +4%
WP
481
WealthSource Partners
California
$2.24M +$63.3K +1,259 +3%
CW
482
CIC Wealth
Maryland
$2.23M +$619K +12,322 +38%
PG
483
Patten Group
Tennessee
$2.21M -$854K -16,998 -28%
TC
484
Trilogy Capital
California
$2.19M +$35.1K +698 +2%
TWM
485
Tradition Wealth Management
Minnesota
$2.19M -$2.45M -48,757 -53%
CCM
486
Condor Capital Management
New Jersey
$2.15M -$198K -3,934 -8%
SG
487
Sharper & Granite
California
$2.15M -$46.2K -920 -2%
TLFA
488
True Link Financial Advisors
California
$2.11M
RIA
489
Realta Investment Advisors
Delaware
$2.09M +$1.11M +22,101 +114%
NCM
490
New Capital Management
Texas
$2.08M +$1.12M +22,334 +118%
MCC
491
Money Concepts Capital
Florida
$2.08M -$889K -17,685 -7%
FAG
492
Financial Advisory Group
Texas
$2.06M -$239K -4,746 -10%
EP
493
Eudaimonia Partners
Tennessee
$2.05M -$776K -15,432 -27%
NI
494
Nepsis Inc
Minnesota
$2.04M -$76.1K -1,515 -4%
AWM
495
Apollon Wealth Management
South Carolina
$2.01M -$207K -4,111 -9%
LCGC
496
Legacy Capital Group California
California
$1.98M +$1.97M +39,262 New
BAM
497
Belpointe Asset Management
Nevada
$1.94M -$2.08M -41,383 -52%
CM
498
Capital Management
Virginia
$1.93M -$238K -4,743 -11%
AWS
499
Aspen Wealth Strategies
Colorado
$1.93M +$294K +5,857 +18%
HKAM
500
Horizon Kinetics Asset Management
New York
$1.93M -$193K -3,832 -9%

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.