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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
QPWM
651
Quadrant Private Wealth Management
Pennsylvania
$673K -$63.4K -1,261 -9%
GLA
652
Good Life Advisors
Pennsylvania
$660K +$659K +13,122 New
RA
653
Riversedge Advisors
Delaware
$658K -$14.9K -296 -2%
BONH
654
Bank of New Hampshire
New Hampshire
$656K
CWA
655
Canvas Wealth Advisors
Kansas
$651K +$254K +5,046 +64%
KCFA
656
Key Client Fiduciary Advisors
New Jersey
$651K -$54.9K -1,093 -8%
BFA
657
BBJS Financial Advisors
Washington
$649K -$15.1K -300 -2%
LCWP
658
Legacy Capital Wealth Partners
Arkansas
$647K +$646K +12,859 New
CCIA
659
Cherry Creek Investment Advisors
Colorado
$639K -$14.4K -287 -2%
Manulife (Manufacturers Life Insurance)
660
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$639K +$126K +2,500 +25%
NFG
661
Nations Financial Group
Iowa
$632K -$2.72M -54,154 -81%
WAM
662
WNY Asset Management
New York
$626K +$7.34K +146 +1%
CWAF
663
Core Wealth Advisors (Florida)
Florida
$622K +$390K +7,767 +169%
MW
664
Marks Wealth
Maryland
$622K -$4.44M -88,265 -88%
NC
665
NewSquare Capital
Pennsylvania
$621K -$350K -6,959 -36%
SRC
666
Shufro Rose & Co
New York
$610K -$755K -15,021 -55%
GF
667
Gries Financial
Ohio
$609K +$132K +2,619 +28%
BFA
668
Bragg Financial Advisors
North Carolina
$601K +$600K +11,937 New
OWM
669
Opes Wealth Management
California
$600K +$599K +11,920 New
ADL
670
Asset Dedication LLC
California
$598K
PTC
671
Private Trust Company
Ohio
$598K -$285K -5,672 -32%
BCM
672
Birch Capital Management
Texas
$590K +$565K +11,252 +2,420%
QWM
673
Quaker Wealth Management
New Jersey
$585K -$943K -18,764 -62%
TPWM
674
Twelve Points Wealth Management
Massachusetts
$584K -$178K -3,550 -23%
AFS
675
Access Financial Services
Minnesota
$579K -$1.24M -24,670 -68%

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.