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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
FFA
601
Fragasso Financial Advisors
Pennsylvania
$981K +$78.5K +1,565 +9%
FFA
602
First Foundation Advisors
California
$977K -$1.58M -31,450 -62%
PTC
603
Private Trust Company
Ohio
$972K +$86.6K +1,726 +10%
HKAM
604
Horizon Kinetics Asset Management
New York
$967K -$270K -5,371 -22%
PIMG
605
Patriot Investment Management Group
Tennessee
$960K -$172K -3,422 -15%
CC
606
Callan Capital
California
$944K
CCA
607
Clearwater Capital Advisors
Illinois
$934K +$299K +5,962 +47%
MHS
608
M Holdings Securities
Oregon
$910K +$12.4K +248 +1%
HL
609
HeadInvest LLC
Maine
$909K -$536K -10,676 -37%
FFG
610
Frisch Financial Group
New York
$908K -$9.94M -197,996 -92%
BMWM
611
Brown Miller Wealth Management
Virginia
$896K -$189K -3,775 -17%
LFA
612
Laraway Financial Advisors
Minnesota
$889K -$40.2K -802 -4%
BEAM
613
Baker Ellis Asset Management
Washington
$883K -$110K -2,187 -11%
WC
614
Waterloo Capital
Texas
$882K -$217K -4,334 -20%
JCM
615
Jacobi Capital Management
Pennsylvania
$877K +$54.6K +1,088 +7%
BWM
616
BKM Wealth Management
Wisconsin
$874K +$874K +17,409 New
IDA
617
Intelligence Driven Advisers
California
$869K -$192K -3,823 -18%
LCM
618
Lunt Capital Management
Utah
$866K
CCM
619
Condor Capital Management
New Jersey
$860K -$533K -10,613 -38%
CCP
620
Clarkston Capital Partners
Michigan
$854K
CTWM
621
Cherry Tree Wealth Management
Minnesota
$847K -$15.3K -305 -2%
OWM
622
OneAscent Wealth Management
Alabama
$844K -$3.05M -60,772 -78%
MA
623
MONECO Advisors
Connecticut
$838K +$16.6K +330 +2%
SFG
624
Sowa Financial Group
Rhode Island
$838K -$151K -3,013 -15%
SIAP
625
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$837K -$15.1K -300 -2%

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.