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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
BCG
551
BayBridge Capital Group
California
$1.34M +$1.33M +26,601 New
AC
552
Apella Capital
Connecticut
$1.33M -$754K -15,032 -36%
CWA
553
Canvas Wealth Advisors
Kansas
$1.32M +$259K +5,153 +24%
DFG
554
Delta Financial Group
New Jersey
$1.32M -$125K -2,490 -9%
ESB
555
Essex Savings Bank
Connecticut
$1.31M
FFWM
556
Future Financial Wealth Management
Ohio
$1.31M +$64.7K +1,289 +5%
ASN
557
Advisory Services Network
Georgia
$1.31M +$30.5K +608 +2%
VIM
558
Vista Investment Management
Pennsylvania
$1.3M +$67.4K +1,344 +5%
VWM
559
Venturi Wealth Management
Texas
$1.3M -$210K -4,183 -14%
SFG
560
Sovereign Financial Group
Connecticut
$1.29M +$337K +6,708 +35%
SWP
561
Strategic Wealth Partners
Ohio
$1.29M +$123K +2,449 +11%
AWS
562
Aspen Wealth Strategies
Colorado
$1.28M -$203K -4,046 -14%
PWM
563
Prosperity Wealth Management
California
$1.28M -$1.17M -23,385 -48%
BCM
564
Brookstone Capital Management
Illinois
$1.26M +$215K +4,276 +21%
OMC
565
Old Mission Capital
Illinois
$1.26M +$1.26M +25,042 New
DI
566
DFPG Investments
Utah
$1.25M -$176K -3,513 -12%
CWA
567
Clarity Wealth Advisors
California
$1.25M -$12.3K -245 -1%
DC
568
Darrow Company
Massachusetts
$1.24M -$3.2M -63,777 -72%
WWM
569
Western Wealth Management
Colorado
$1.24M +$302K +6,012 +32%
HHGA
570
Halbert Hargrove Global Advisors
California
$1.23M +$1.23M +24,490 New
PP
571
PDS Planning
Ohio
$1.22M -$2.6M -51,788 -68%
NL
572
NWAM LLC
Washington
$1.2M -$72.6K -1,447 -6%
SPA
573
Shore Point Advisors
New Jersey
$1.17M +$45.3K +903 +4%
GWMR
574
GC Wealth Management RIA
Massachusetts
$1.16M +$1.16M +23,142 New
BTIM
575
BancFirst Trust & Investment Management
Oklahoma
$1.15M

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.