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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
FPCP
526
Fort Point Capital Partners
California
$1.57M -$974K -19,402 -38%
CAC
527
Certified Advisory Corp
Florida
$1.57M -$148K -2,947 -9%
PBF
528
Petix & Botte Financial
California
$1.53M -$48.3K -962 -3%
TWM
529
Tradition Wealth Management
Minnesota
$1.53M -$370K -7,379 -19%
HIC
530
Holderness Investments Company
North Carolina
$1.53M -$28.4K -566 -2%
MWM
531
Mission Wealth Management
California
$1.52M -$184K -3,666 -11%
EWM
532
Endowment Wealth Management
Wisconsin
$1.49M +$118K +2,343 +9%
MAM
533
MMA Asset Management
Pennsylvania
$1.48M +$976K +19,454 +192%
NA
534
Nottingham Advisors
New York
$1.48M -$353K -7,042 -19%
GC
535
GFG Capital
Florida
$1.48M -$711K -14,174 -33%
SAM
536
SignalPoint Asset Management
Missouri
$1.47M -$73K -1,455 -5%
SFG
537
Seamount Financial Group
Colorado
$1.45M +$1.45M +28,932 New
RMF
538
Red Mountain Financial
Colorado
$1.45M +$1.45M +28,876 New
CGH
539
Crossmark Global Holdings
Texas
$1.43M
BCP
540
Blue Chip Partners
Michigan
$1.42M +$21.9K +436 +2%
SDH
541
Sloy Dahl & Holst
Washington
$1.42M +$227K +4,520 +19%
CAG
542
Curtis Advisory Group
California
$1.42M +$20.8K +415 +1%
NCM
543
Northwest Capital Management
Oregon
$1.41M -$221K -4,404 -14%
AWM
544
Aries Wealth Management
Maine
$1.39M
PA
545
Parallel Advisors
California
$1.38M +$146K +2,915 +12%
CA
546
Continuum Advisory
Idaho
$1.38M -$2.56K -51 -0.2%
HWP
547
Heritage Wealth Partners
Ohio
$1.37M -$45.3K -902 -3%
BF
548
Brooklyn FI
New York
$1.35M +$132K +2,632 +11%
NCM
549
Nelson Capital Management
California
$1.35M -$113K -2,242 -8%
AFO
550
Arrowroot Family Office
California
$1.34M -$160K -3,194 -11%

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.