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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
GWM
501
Gray Wealth Management
Maine
$1.81M -$401K -7,991 -18%
BB
502
Bell Bank
North Dakota
$1.81M -$530K -10,566 -23%
GM
503
GeoWealth Management
Illinois
$1.8M -$1.44M -28,614 -44%
BFEC
504
Benjamin F. Edwards & Company
Missouri
$1.8M +$413K +8,236 +30%
AWA
505
Arete Wealth Advisors
Illinois
$1.77M +$604K +12,044 +52%
AA
506
Auxano Advisors
Washington
$1.75M +$15.2K +303 +0.9%
SSW
507
Stone Summit Wealth
Florida
$1.74M -$70.3K -1,400 -4%
WIP
508
WealthCare Investment Partners
Rhode Island
$1.73M +$107K +2,135 +7%
WPW
509
Waldron Private Wealth
Pennsylvania
$1.72M +$71.6K +1,427 +4%
Bank of Montreal
510
Bank of Montreal
Ontario, Canada
$1.72M -$9.5M -189,355 -85%
NFSG
511
Newbridge Financial Services Group
Florida
$1.7M +$1.43M +28,487 +540%
PIA
512
Pinion Investment Advisors
Kansas
$1.67M -$3.91M -77,898 -70%
SIA
513
SkyView Investment Advisors
New Jersey
$1.67M +$16.6M +330,105 +1,394%
NCM
514
New Capital Management
Texas
$1.65M -$2.79M -55,514 -63%
AP
515
Americana Partners
Texas
$1.64M +$654K +13,028 +66%
GWM
516
Greenwich Wealth Management
Connecticut
$1.64M -$303K -6,039 -16%
NCM
517
Next Capital Management
New York
$1.62M +$2.06K +41 +0.1%
OP
518
ORG Partners
Indiana
$1.61M +$95K +1,893 +6%
IA
519
Insight Advisors
Pennsylvania
$1.61M +$253K +5,050 +19%
H
520
HoyleCohen
California
$1.6M -$5.82K -116 -0.4%
PCM
521
Pennsylvania Capital Management
Pennsylvania
$1.59M -$2.02M -40,326 -56%
BTI
522
Blue Trust Inc
Georgia
$1.59M -$827K -16,490 -34%
AUB
523
Atlantic Union Bankshares
Virginia
$1.59M +$470K +9,368 +42%
AWM
524
AllSquare Wealth Management
New York
$1.58M +$376K +7,500 +31%
FFN
525
Focus Financial Network
Minnesota
$1.58M -$1.27M -25,222 -45%

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.