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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
AFO
601
Arrowroot Family Office
California
$1.03M +$1.03M +20,471 New
EWM
602
Echo Wealth Management
Minnesota
$1.01M -$576K -11,462 -36%
DIM
603
Delta Investment Management
California
$1.01M -$190K -3,786 -16%
CC
604
Callan Capital
California
$994K -$24.1K -479 -2%
AIM
605
Aspen Investment Management
Michigan
$993K +$70.9K +1,410 +8%
PA
606
Pinnacle Associates
New York
$986K -$731K -14,545 -43%
SCA
607
Snowden Capital Advisors
New York
$983K +$329K +6,538 +50%
LSA
608
Lion Street Advisors
Texas
$981K +$980K +19,500 New
GSEP
609
Golden State Equity Partners
California
$978K +$977K +19,437 New
DFG
610
Delta Financial Group
New Jersey
$973K -$70.1K -1,395 -7%
LSIA
611
LaSalle St. Investment Advisors
Illinois
$971K -$1.16M -23,037 -54%
AWM
612
Avaii Wealth Management
Wisconsin
$964K -$483K -9,612 -33%
NEPWA
613
New England Private Wealth Advisors
Massachusetts
$960K +$4.17K +83 +0.4%
SSWM
614
Smith Salley Wealth Management
North Carolina
$945K -$2.75M -54,715 -74%
AWA
615
Arete Wealth Advisors
Illinois
$938K +$937K +18,638 New
OCPWS
616
One Charles Private Wealth Services
Massachusetts
$937K -$976K -19,429 -51%
CAG
617
Csenge Advisory Group
Florida
$937K +$261K +5,203 +39%
APP
618
Avantax Planning Partners
Iowa
$933K +$55.2K +1,098 +6%
WIA
619
Westbourne Investment Advisors
Maryland
$927K -$203K -4,033 -18%
US Bancorp
620
US Bancorp
Minnesota
$925K +$60.4K +1,202 +7%
LFA
621
Laraway Financial Advisors
Minnesota
$916K +$37.5K +747 +4%
BFA
622
Beaumont Financial Advisors
Massachusetts
$908K -$2.31K -46 -0.3%
PFA
623
Pathway Financial Advisors
Vermont
$900K -$20.9K -416 -2%
GFG
624
Goldstone Financial Group
Illinois
$874K +$873K +17,374 New
BWM
625
Birchcreek Wealth Management
Ohio
$860K -$373K -7,431 -30%

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.