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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
AP
51
Appleton Partners
Massachusetts
$43.1M -$5.85M -116,659 -12%
AMR
52
Asset Management Resources
Massachusetts
$42.5M -$5.87M -117,079 -12%
AA
53
Acorns Advisers
California
$42.3M +$277K +5,524 +0.7%
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$42M -$16.4M -326,524 -28%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$41.8M -$1.19M -23,777 -3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$41.5M -$6.03M -120,115 -13%
SCM
57
Sollinda Capital Management
Florida
$40.8M +$40.8M +812,444 New
PWA
58
Peterson Wealth Advisors
Utah
$39.5M +$6.2M +123,653 +19%
AOWM
59
Alpha Omega Wealth Management
Virginia
$38.7M -$87.5K -1,744 -0.2%
SW
60
SVB Wealth
Massachusetts
$36.9M -$54.9M -1,093,207 -60%
AC
61
Avestar Capital
New York
$36.5M -$1.66M -33,180 -4%
SIA
62
Soltis Investment Advisors
Utah
$36.2M -$3.42M -68,108 -9%
MA
63
Montag & Associates
Georgia
$35.4M -$5.61M -111,739 -14%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$34.4M -$721K -14,363 -2%
AWM
65
Aprio Wealth Management
Georgia
$33.6M +$16.7M +333,054 +99%
AC
66
AlphaCore Capital
California
$32.6M -$1.07M -21,415 -3%
VA
67
Valmark Advisers
Ohio
$31.9M -$473K -9,421 -1%
MAM
68
McCarthy Asset Management
California
$31.6M +$199K +3,957 +0.6%
LNC
69
Lincoln National Corp
Pennsylvania
$31.3M +$1.68M +33,395 +6%
FPIS
70
Financial Planning & Information Services
Wisconsin
$29.8M +$4.76M +94,777 +19%
FCIM
71
Fairview Capital Investment Management
California
$29.7M -$1.43M -28,445 -5%
FHA
72
Flagship Harbor Advisors
Massachusetts
$29.6M +$23.1M +460,819 +360%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$29M -$5.59M -111,376 -16%
RCG
74
Rock Creek Group
District of Columbia
$29M +$500K +9,960 +2%
GG
75
Greenwood Gearhart
Arkansas
$29M -$454K -9,046 -2%

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.