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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
FPAS
676
Focus Partners Advisor Solutions
Missouri
$579K +$370K +7,365 +178%
GPA
677
Guerra Pan Advisors
New Jersey
$579K
TCM
678
TD Capital Management
Tennessee
$578K -$11K -219 -2%
MSWMA
679
Market Street Wealth Management Advisors
Indiana
$574K -$544K -10,815 -49%
BFA
680
Beacon Financial Advisory
Ohio
$574K -$17.8K -354 -3%
SFC
681
Strategic Financial Concepts
Texas
$574K +$573K +11,407 New
BWP
682
Balboa Wealth Partners
Arizona
$567K -$5.88K -117 -1%
PA
683
Prossimo Advisors
California
$566K -$500K -9,942 -47%
PB
684
Pinnacle Bancorp
Nebraska
$561K
PWP
685
Principle Wealth Partners
Connecticut
$553K +$552K +10,985 New
CFGS
686
Concourse Financial Group Securities
Alabama
$550K -$98.7K -1,963 -15%
RA
687
Rise Advisors
New York
$548K +$21.4K +425 +4%
AC
688
AIFG Consultants
New York
$547K -$1.42M -28,222 -72%
AUB
689
Atlantic Union Bankshares
Virginia
$539K +$86.4K +1,720 +19%
APW
690
Acima Private Wealth
Virginia
$536K
EIA
691
Eldridge Investment Advisors
New Hampshire
$532K -$15K -299 -3%
SFS
692
Security Financial Services
Indiana
$519K -$357K -7,100 -41%
PWP
693
Private Wealth Partners
California
$512K +$512K +10,180 New
LF
694
Lee Financial
Texas
$511K -$240K -4,780 -32%
JBA
695
Johnson Bixby & Associates
Washington
$510K -$258K -5,138 -34%
EWM
696
Executive Wealth Management
Michigan
$507K +$54.4K +1,083 +12%
State Farm Mutual Automobile Insurance
697
State Farm Mutual Automobile Insurance
Illinois
$503K
BFW
698
Brady Family Wealth
Missouri
$503K -$33.8K -673 -6%
BWM
699
BlackDiamond Wealth Management
New York
$499K +$498K +9,910 New
MM
700
Main Management
California
$498K -$188K -3,732 -27%

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.