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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
FM
526
Foster & Motley
Ohio
$1.55M -$314K -6,241 -17%
BCP
527
Blue Chip Partners
Michigan
$1.55M -$216K -4,289 -12%
HL
528
HeadInvest LLC
Maine
$1.55M +$170K +3,375 +12%
WSTAM
529
Wilbanks Smith & Thomas Asset Management
Virginia
$1.53M -$110K -2,197 -7%
VWM
530
Venturi Wealth Management
Texas
$1.52M -$653 -13 -0%
CA
531
Continuum Advisory
Idaho
$1.52M +$107K +2,121 +8%
KWM
532
Kingsview Wealth Management
Oregon
$1.52M -$2.29M -45,556 -60%
CFAM
533
Center For Asset Management
Florida
$1.51M +$346K +6,884 +30%
LW
534
Linscomb Wealth
Texas
$1.49M -$489K -9,739 -25%
CCP
535
Clarkston Capital Partners
Michigan
$1.48M +$60.3K +1,200 +4%
LSPW
536
Lake Street Private Wealth
Illinois
$1.48M -$9.5K -189 -0.6%
PI
537
PFG Investments
New York
$1.48M +$1.48M +29,400 New
OP
538
ORG Partners
Indiana
$1.47M +$1.48M +29,366 New
SAM
539
SignalPoint Asset Management
Missouri
$1.47M -$9K -179 -0.6%
IA
540
Insight Advisors
Pennsylvania
$1.47M -$42.4K -844 -3%
WAG
541
Wallace Advisory Group
California
$1.47M +$451K +8,965 +44%
PCM
542
Prelude Capital Management
New York
$1.46M +$150K +2,979 +11%
PFS
543
Prospera Financial Services
Texas
$1.46M +$106K +2,110 +8%
CGH
544
Crossmark Global Holdings
Texas
$1.46M
GWM
545
Greenwich Wealth Management
Connecticut
$1.45M -$1.24M -24,705 -46%
ASN
546
Advisory Services Network
Georgia
$1.44M -$5.91M -117,533 -80%
SC
547
Savant Capital
Illinois
$1.44M -$694K -13,805 -33%
SDH
548
Sloy Dahl & Holst
Washington
$1.41M -$67.3K -1,340 -5%
PA
549
Parallel Advisors
California
$1.4M -$56.9K -1,132 -4%
WI
550
WBI Investments
New Jersey
$1.4M +$1.4M +27,864 New

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.