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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
RBFC
701
Roman Butler Fullerton & Co
Missouri
$540K -$255K -5,083 -32%
CSIA
702
Charles Schwab Investment Advisory
California
$539K +$184K +3,661 +52%
TPWM
703
Twelve Points Wealth Management
Massachusetts
$534K
AP
704
Atwood & Palmer
Missouri
$534K
ES
705
ETF Store
Kansas
$532K +$220K +4,382 +71%
GFS
706
GYL Financial Synergies
Connecticut
$529K -$346K -6,886 -40%
BWM
707
BCGM Wealth Management
Indiana
$523K +$39K +777 +8%
CWS
708
Confluence Wealth Services
Pennsylvania
$523K -$48.6K -969 -9%
MTWM
709
Masso Torrence Wealth Management
New Jersey
$522K -$1.08M -21,508 -67%
KCFA
710
Key Client Fiduciary Advisors
New Jersey
$521K -$42K -838 -7%
LCWP
711
Legacy Capital Wealth Partners
Arkansas
$520K -$3.16K -63 -0.6%
GWM
712
GSB Wealth Management
Connecticut
$507K +$94.6K +1,886 +23%
UW
713
Unique Wealth
Florida
$505K -$1.22M -24,388 -71%
TWC
714
TD Waterhouse Canada
Ontario, Canada
$504K +$391K +7,799 +531%
GC
715
Gratus Capital
Georgia
$501K -$208K -4,136 -29%
CWM
716
Centurion Wealth Management
Virginia
$498K -$11K -220 -2%
SMC
717
Smith, Moore & Co
Missouri
$497K +$497K +9,898 New
IIM
718
InTrack Investment Management
Vermont
$496K -$43.2K -861 -8%
SNB
719
Security National Bank
Nebraska
$495K +$29.5K +588 +6%
LW
720
Linscomb Wealth
Texas
$489K -$35.7K -711 -7%
QPWM
721
Quadrant Private Wealth Management
Pennsylvania
$489K +$68.5K +1,365 +16%
DPI
722
Diversified Portfolios Inc
Michigan
$487K +$487K +9,697 New
CA
723
CoreCap Advisors
Michigan
$483K -$9.73M -193,829 -95%
BWM
724
Birchcreek Wealth Management
Ohio
$471K -$81.2K -1,619 -15%
GAM
725
GEM Asset Management
Michigan
$470K

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.