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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
FAAM
701
First Ascent Asset Management
Colorado
$496K +$156K +3,109 +46%
OCFG
702
O'Connor Financial Group
Illinois
$494K +$493K +9,810 New
GM
703
GeoWealth Management
Illinois
$475K -$3.27M -65,115 -87%
SAF
704
Smith Anglin Financial
Texas
$475K -$101K -2,019 -18%
ICP
705
Ironvine Capital Partners
Nebraska
$474K -$7.54K -150 -2%
LJHT
706
Laurie J. Hall Trustee
$472K +$101K +2,000 +27%
AMIM
707
Aull & Monroe Investment Management
Alabama
$472K -$4.52K -90 -1%
KSWA
708
Kathleen S. Wright Associates
Pennsylvania
$472K +$101K +2,015 +27%
SWA
709
Strategies Wealth Advisors
Michigan
$467K +$1.81K +36 +0.4%
Bank of New York Mellon
710
Bank of New York Mellon
New York
$463K -$1.4M -27,856 -75%
EBA
711
Eagle Bay Advisors
New York
$457K +$456K +9,078 New
SW
712
SlateStone Wealth
Florida
$453K
BA
713
Bluesphere Advisors
Pennsylvania
$453K
WP
714
WealthShield Partners
North Carolina
$452K +$52K +1,035 +13%
LWP
715
LMG Wealth Partners
Louisiana
$450K
RIA
716
Regal Investment Advisors
Michigan
$445K +$55.4K +1,102 +14%
MMM
717
Mendel Money Management
Illinois
$444K
SB
718
Sunflower Bank
Texas
$439K -$83.4K -1,660 -16%
PCM
719
Parsons Capital Management
Rhode Island
$431K -$59.6K -1,185 -12%
NB
720
Nicolet Bankshares
Wisconsin
$422K -$31.9K -635 -7%
GCP
721
Gill Capital Partners
Colorado
$421K -$98.4K -1,959 -19%
SMA
722
Sage Mountain Advisors
Georgia
$420K
EWM
723
EPG Wealth Management
Georgia
$414K +$15.4K +306 +4%
GWM
724
GSB Wealth Management
Connecticut
$414K -$1.08M -21,441 -72%
WDG
725
Wealth Dimensions Group
Ohio
$412K +$15.1K +301 +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.