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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
DWM
651
Drive Wealth Management
Utah
$755K -$211K -4,212 -22%
BFG
652
Bleakley Financial Group
New Jersey
$752K -$2.63M -52,481 -78%
SS
653
Simplicity Solutions
Minnesota
$752K -$2.63M -52,481 -78%
GF
654
Gries Financial
Ohio
$749K +$291K +5,803 +64%
HFS
655
Horizon Financial Services
North Carolina
$735K -$50.6K -1,008 -6%
SWC
656
Spectrum Wealth Counsel
Indiana
$722K +$721K +14,376 New
ICP
657
Interchange Capital Partners
Pennsylvania
$711K +$159K +3,167 +25%
CPW
658
Catalyst Private Wealth
California
$708K
AIM
659
Alhambra Investment Management
Florida
$704K -$12.5K -250 -2%
SWM
660
StoneCrest Wealth Management
Arizona
$700K +$700K +13,943 New
SC
661
Sapient Capital
Indiana
$700K +$696K +13,873 New
GSIAS
662
Garden State Investment Advisory Services
New Jersey
$690K -$19.5K -388 -3%
ETIA
663
Epic Trust Investment Advisors
Washington
$689K -$58.5K -1,166 -8%
CBFP
664
Cedar Brook Financial Partners
Ohio
$686K +$155K +3,084 +29%
CWAF
665
Core Wealth Advisors (Florida)
Florida
$681K
BMA
666
Brooks Moore & Associates
Tennessee
$676K -$406K -8,100 -38%
RIA
667
Regal Investment Advisors
Michigan
$675K +$67.1K +1,338 +11%
TFA
668
TPG Financial Advisors
Oregon
$670K +$128K +2,546 +24%
PCA
669
Pallas Capital Advisors
Massachusetts
$662K
TW
670
Transform Wealth
Colorado
$656K -$151K -3,016 -19%
APP
671
Avantax Planning Partners
Iowa
$647K -$144K -2,871 -18%
MFG
672
Merit Financial Group
Georgia
$645K +$379K +7,544 +142%
NC
673
NewSquare Capital
Pennsylvania
$639K -$8.88K -177 -1%
TFA
674
Tobias Financial Advisors
Florida
$631K -$152K -3,020 -19%
BCM
675
Birch Capital Management
Texas
$625K -$434K -8,644 -41%

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.