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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
MA
626
MONECO Advisors
Connecticut
$855K -$204K -4,069 -19%
HWP
627
Heritage Wealth Partners
Ohio
$850K +$849K +16,901 New
ACA
628
Ascension Capital Advisors
Texas
$849K
GWAM
629
Guardian Wealth Advisors (Minnesota)
Minnesota
$828K +$427K +8,490 +107%
BHWA
630
Beacon Harbor Wealth Advisors
Virginia
$823K -$12.6M -249,798 -94%
HFS
631
Horizon Financial Services
North Carolina
$820K +$33.8K +672 +4%
ERIC
632
Eagle Rock Investment Company
Georgia
$814K
CGA
633
Crescent Grove Advisors
Illinois
$802K +$801K +15,945 New
NAM
634
NorthCrest Asset Manangement
Minnesota
$789K +$788K +15,681 New
BBW
635
Blue Barn Wealth
Utah
$770K +$447K +8,886 +138%
RA
636
RFG Advisory
Alabama
$766K -$620K -12,343 -45%
BMA
637
Brooks Moore & Associates
Tennessee
$763K -$98.9K -1,967 -11%
PGAM
638
Princeton Global Asset Management
New Jersey
$761K +$121K +2,403 +19%
AIM
639
Alhambra Investment Management
Florida
$760K -$50.3K -1,000 -6%
AWA
640
Amplius Wealth Advisors
Pennsylvania
$758K -$374K -7,438 -33%
SA
641
Shilanski & Associates
Alaska
$755K -$603 -12 -0.1%
RBFC
642
Roman Butler Fullerton & Co
Missouri
$754K +$753K +14,986 New
RJT
643
Raymond James Trust
Florida
$744K -$821K -16,328 -52%
SWP
644
Semus Wealth Partners
Florida
$741K -$19.3K -385 -3%
PCIA
645
Prime Capital Investment Advisors
Kansas
$738K -$5.48M -109,012 -88%
HS
646
Horan Securities
United States
$724K -$3.92K -78 -0.5%
CPW
647
Catalyst Private Wealth
California
$709K -$40.2K -800 -5%
GI
648
Glovista Investments
New Jersey
$707K -$418K -8,314 -37%
CW
649
Channel Wealth
California
$691K +$690K +13,740 New
CCA
650
Clearwater Capital Advisors
Illinois
$683K +$24.4K +486 +4%

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.