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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
EWM
51
Evermay Wealth Management
Virginia
$47.1M -$1.73M -34,338 -4%
SLF
52
Sun Life Financial
Ontario, Canada
$46.7M
SI
53
Stephens Inc
Arkansas
$45.8M +$9.93M +197,502 +28%
MA
54
Montag & Associates
Georgia
$45.8M -$3.55M -70,721 -7%
M1FG
55
Mach-1 Financial Group
Arkansas
$44.9M +$44.8K +892 New
CW
56
Connectus Wealth
Ohio
$43.9M +$3.73M +74,195 +9%
SS
57
Simplicity Solutions
Minnesota
$43.2M +$43.2M +858,899 New
BFG
58
Bleakley Financial Group
New Jersey
$43M +$1.59M +31,734 +4%
AA
59
Acorns Advisers
California
$42.8M +$387K +7,705 +0.9%
TWM
60
TMD Wealth Management
Arizona
$42.1M +$29.2M +581,948 +228%
LI
61
LVZ Inc
Michigan
$42M +$2.74M +54,570 +7%
QCG
62
Quadrant Capital Group
Ohio
$40.1M +$367K +7,312 +0.9%
AF
63
Allworth Financial
California
$39.7M -$5.07M -100,893 -11%
AOWM
64
Alpha Omega Wealth Management
Virginia
$37.4M +$1.08M +21,522 +3%
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$37M -$2.97M -59,146 -7%
BPWM
66
Badgley Phelps Wealth Managers
Washington
$36.8M +$1.77M +35,163 +5%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$35.9M +$33.5M +666,300 +1,427%
AWS
68
Atria Wealth Solutions
New York
$35.6M +$11.8M +235,178 +50%
GG
69
Greenwood Gearhart
Arkansas
$35.1M +$12.3M +243,996 +54%
Renaissance Technologies
70
Renaissance Technologies
New York
$34.7M +$34.7M +689,700 New
I
71
INVST
Indiana
$34.7M -$19M -377,291 -35%
BIAS
72
Beacon Investment Advisory Services
New Jersey
$34M -$3.78M -75,206 -10%
LGA
73
Lebenthal Global Advisors
New York
$33.9M +$12.6M +249,928 +59%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$33.1M +$639K +12,715 +2%
CFG
75
Citizens Financial Group
Rhode Island
$33M -$8.93M -177,602 -21%

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.