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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
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$1.15M +$1.15M +22,843 New
LGA
577
Lebenthal Global Advisors
New York
$1.14M -$11.3M -224,463 -91%
FIC
578
Family Investment Center
Missouri
$1.13M +$787K +15,683 +227%
Wealthfront Advisers
579
Wealthfront Advisers
California
$1.13M +$175K +3,489 +18%
LI
580
LVZ Inc
Michigan
$1.13M -$92.3K -1,840 -8%
CIA
581
Concurrent Investment Advisors
Florida
$1.13M +$1.13M +22,432 New
RWA
582
Redmont Wealth Advisors
Illinois
$1.12M +$24.7K +493 +2%
RA
583
Rise Advisors
New York
$1.12M +$68.1K +1,358 +6%
RIA
584
Realta Investment Advisors
Delaware
$1.11M -$886K -17,662 -44%
AWM
585
Able Wealth Management
New Jersey
$1.09M +$1.09M +21,731 New
BFA
586
Beacon Financial Advisory
Ohio
$1.09M +$376K +7,500 +53%
NWMG
587
National Wealth Management Group
Ohio
$1.09M -$109K -2,170 -9%
AF
588
Affiance Financial
Minnesota
$1.08M -$327K -6,522 -23%
WIC
589
Woodmont Investment Counsel
Tennessee
$1.08M -$8.61M -171,491 -89%
AWA
590
Authentikos Wealth Advisory
California
$1.07M -$10.5K -209 -1%
KWM
591
Kingsview Wealth Management
Oregon
$1.07M +$174K +3,463 +19%
WOC
592
West Oak Capital
California
$1.06M
GWAM
593
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.06M -$95.3K -1,900 -8%
CA
594
CGN Advisors
Kansas
$1.04M -$42.9K -855 -4%
IPWA
595
International Private Wealth Advisors
California
$1.03M +$1.03M +20,588 New
SFB
596
STAR Financial Bank
Indiana
$1.03M +$32.1K +639 +3%
BWP
597
Balboa Wealth Partners
Arizona
$1.03M +$182K +3,621 +21%
BBA
598
BLB&B Advisors
Pennsylvania
$1.03M +$26.7K +533 +3%
SFI
599
SPC Financial Inc
Maryland
$1M -$23.5M -467,766 -96%
IAIM
600
International Assets Investment Management
Florida
$984K -$11.1M -221,542 -92%

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.