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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
OHWA
726
Oak Hill Wealth Advisors
Virginia
$410K -$179K -3,558 -30%
KW
727
KWB Wealth
California
$407K
PA
728
PFG Advisors
Arizona
$405K -$23.5K -468 -5%
CPA
729
Capital Planning Advisors
California
$404K -$66.3K -1,320 -14%
NRI
730
NFP Retirement Inc
California
$403K
ACM
731
Anfield Capital Management
California
$402K -$4.62K -92 -1%
LOIP
732
Live Oak Investment Partners
Texas
$397K
CIBC World Market
733
CIBC World Market
Ontario, Canada
$394K +$94.7K +1,885 +32%
AWM
734
AllSquare Wealth Management
New York
$392K +$331K +6,590 +545%
TFA
735
TPG Financial Advisors
Oregon
$385K +$184K +3,665 +92%
VCP
736
Verus Capital Partners
Arizona
$384K +$384K +7,641 New
GPWA
737
Great Point Wealth Advisors
Massachusetts
$382K -$7.29K -145 -2%
TA
738
TFB Advisors
Kansas
$382K -$6.03K -120 -2%
BNP Paribas Financial Markets
739
BNP Paribas Financial Markets
France
$381K +$380K +7,566 New
BRA
740
Biechele Royce Advisors
Indiana
$377K -$36.7K -730 -9%
AA
741
ACT Advisors
North Carolina
$375K -$251 -5 -0.1%
BFG
742
Berger Financial Group
Minnesota
$372K +$14.7K +292 +4%
KOC
743
Koss-Olinger Consulting
Florida
$370K
AWA
744
Authentikos Wealth Advisory
California
$370K +$371K +7,380 New
TDC
745
Thompson Davis & Co
Virginia
$369K +$102K +2,025 +38%
MFGP
746
Marshall Financial Group (Pennsylvania)
Pennsylvania
$367K +$3.42K +68 +0.9%
MWM
747
Modera Wealth Management
New Jersey
$365K
OCM
748
Orion Capital Management
California
$365K +$161K +3,208 +79%
PWM
749
Prentice Wealth Management
New York
$364K -$133K -2,646 -27%
NFSG
750
Newbridge Financial Services Group
Florida
$359K +$2.76K +55 +0.8%

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.