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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
PI
476
PFG Investments
New York
$2.09M -$64.7K -1,290 -3%
DLCIG
477
D.L. Carlson Investment Group
New Hampshire
$2.08M -$37.4K -745 -2%
OCFG
478
O'Connor Financial Group
Illinois
$2.08M +$617K +12,289 +42%
MBT
479
Montecito Bank & Trust
California
$2.08M -$58.9K -1,173 -3%
MA
480
MBA Advisors
Pennsylvania
$2.02M +$44.5K +887 +2%
NI
481
Nepsis Inc
Minnesota
$2.01M +$37K +737 +2%
GI
482
Glovista Investments
New Jersey
$1.99M -$1.72M -34,209 -46%
E
483
ETFidea
New York
$1.98M -$41.8K -834 -2%
SFG
484
Sage Financial Group
Pennsylvania
$1.97M -$137K -2,732 -7%
4WM
485
49 Wealth Management
Texas
$1.97M +$1.96M +39,124 New
CAL
486
Capital Analysts LLC
Pennsylvania
$1.96M -$3.96M -78,861 -67%
AWE
487
Avidian Wealth Enterprises
Texas
$1.96M +$195K +3,889 +11%
KWA
488
Kingswood Wealth Advisors
California
$1.95M -$387K -7,708 -17%
WP
489
WealthSource Partners
California
$1.94M +$521K +10,390 +37%
FC
490
FCA Corp
Texas
$1.92M -$4.21K -84 -0.2%
Envestnet Portfolio Solutions
491
Envestnet Portfolio Solutions
Illinois
$1.92M -$4.55M -90,714 -70%
CWM
492
Cornerstone Wealth Management
Missouri
$1.91M +$438K +8,732 +30%
FFWA
493
FRG Family Wealth Advisors
Washington
$1.91M -$848K -16,890 -31%
EAM
494
Evanson Asset Management
California
$1.9M +$1M +20,000 +112%
SOS
495
Silver Oak Securities
Tennessee
$1.89M -$1.02M -20,248 -35%
AMM
496
American Money Management
California
$1.88M -$411K -8,181 -18%
WB
497
Webster Bank
Connecticut
$1.85M +$125K +2,489 +7%
SAA
498
Southeast Asset Advisors
Georgia
$1.84M -$74.5K -1,485 -4%
BOH
499
Bank of Hawaii
Hawaii
$1.84M -$788K -15,713 -30%
FIM
500
Freedom Investment Management
Connecticut
$1.82M -$3.05M -60,838 -63%

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.