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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
IDA
551
Intelligence Driven Advisers
California
$1.4M -$479K -9,532 -26%
ESB
552
Essex Savings Bank
Connecticut
$1.39M -$77.3K -1,538 -5%
HIC
553
Holderness Investments Company
North Carolina
$1.38M +$265K +5,269 +24%
NCM
554
Next Capital Management
New York
$1.37M -$314K -6,253 -19%
PIA
555
Perennial Investment Advisors
California
$1.31M +$323K +6,421 +33%
SWP
556
Strategic Wealth Partners
Ohio
$1.31M +$356K +7,078 +37%
MHS
557
M Holdings Securities
Oregon
$1.3M +$45.9K +913 +4%
HWM
558
Howard Wealth Management
Connecticut
$1.3M -$1.18M -23,546 -48%
RCA
559
Resonant Capital Advisors
Wisconsin
$1.28M +$691K +13,758 +117%
QFA
560
Quattro Financial Advisors
Texas
$1.28M +$135K +2,694 +12%
LHWM
561
Lake Hills Wealth Management
Texas
$1.28M -$5.92M -117,836 -82%
EWMCB
562
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.27M -$238K -4,732 -16%
CWA
563
Clarity Wealth Advisors
California
$1.26M +$785K +15,612 +165%
H
564
HoyleCohen
California
$1.24M +$257K +5,107 +26%
DC
565
Davenport & Co
Virginia
$1.23M -$33.6K -668 -3%
AP
566
Americana Partners
Texas
$1.22M +$380K +7,568 +45%
TW
567
Transform Wealth
Colorado
$1.22M -$15M -298,795 -93%
SIAP
568
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.22M -$241K -4,800 -17%
CA
569
CGN Advisors
Kansas
$1.22M -$27.1K -539 -2%
SFB
570
STAR Financial Bank
Indiana
$1.2M -$137K -2,732 -10%
HA
571
Herold Advisors
New York
$1.18M +$242K +4,808 +26%
AG
572
Ascent Group
Virginia
$1.18M -$10.5K -208 -0.9%
HIA
573
Harbor Investment Advisory
Maryland
$1.18M -$49.5K -984 -4%
VWM
574
Valley Wealth Managers
New Jersey
$1.18M -$13.5K -269 -1%
CSPIA
575
Cary Street Partners Investment Advisory
Virginia
$1.18M +$326K +6,494 +38%

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.