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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
RWPA
626
Richard W. Paul & Associates
Michigan
$836K +$364K +7,248 +77%
GDP
627
Great Diamond Partners
Maine
$835K
LSPW
628
Lake Street Private Wealth
Illinois
$830K -$24.2K -482 -3%
RW
629
RVW Wealth
California
$818K -$298K -5,939 -27%
CFO
630
Colony Family Offices
North Carolina
$815K +$811K +16,158 New
AQR Capital Management
631
AQR Capital Management
Connecticut
$814K +$813K +16,203 New
Manulife (Manufacturers Life Insurance)
632
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$814K -$2.26M -45,000 -74%
ERIC
633
Eagle Rock Investment Company
Georgia
$813K
FA
634
Flagstar Advisors
New York
$811K -$806K -16,054 -50%
LPAM
635
Lodestar Private Asset Management
California
$807K -$63.6K -1,267 -7%
AWM
636
Avaii Wealth Management
Wisconsin
$807K +$360K +7,171 +81%
GC
637
Grimes & Company
Massachusetts
$804K -$22.9K -457 -3%
PCM
638
Parsons Capital Management
Rhode Island
$804K +$403K +8,023 +101%
M&T Bank
639
M&T Bank
New York
$797K +$796K +15,865 New
KFS
640
Kelly Financial Services
Massachusetts
$796K +$84.1K +1,677 +12%
BONH
641
Bank of New Hampshire
New Hampshire
$791K
FAAM
642
First Ascent Asset Management
Colorado
$787K +$50.5K +1,007 +7%
APW
643
Acima Private Wealth
Virginia
$785K
AFG
644
Atomi Financial Group
New York
$779K -$95.6K -1,906 -11%
SRC
645
Shufro Rose & Co
New York
$775K -$11.4K -228 -1%
US Bancorp
646
US Bancorp
Minnesota
$770K +$17.6K +351 +2%
WP
647
WealthShield Partners
North Carolina
$769K +$112K +2,234 +17%
PGAM
648
Princeton Global Asset Management
New Jersey
$761K +$401 +8 +0.1%
MSWMA
649
Market Street Wealth Management Advisors
Indiana
$757K +$467K +9,298 +161%
RFN
650
Redwood Financial Network
Ohio
$755K +$196K +3,909 +35%

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.