We are live on ! Find out more
JPST icon

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
CPL
726
CAP Partners LLC
Tennessee
$466K +$466K +9,283 New
NEPWA
727
New England Private Wealth Advisors
Massachusetts
$465K +$7.83K +156 +2%
OWM
728
Opes Wealth Management
California
$459K -$140K -2,790 -23%
KSWA
729
Kathleen S. Wright Associates
Pennsylvania
$456K -$15.8K -314 -3%
BA
730
Bluesphere Advisors
Pennsylvania
$452K
SW
731
SlateStone Wealth
Florida
$452K
AMIM
732
Aull & Monroe Investment Management
Alabama
$451K -$30.1K -600 -6%
AHIA
733
Andrew Hill Investment Advisors
Florida
$448K +$448K +8,920 New
OHWA
734
Oak Hill Wealth Advisors
Virginia
$440K +$9.53K +190 +2%
BSW
735
Buckingham Strategic Wealth
Missouri
$438K +$438K +8,724 New
VWA
736
Visionary Wealth Advisors
Illinois
$436K -$242K -4,824 -36%
SWA
737
Strategies Wealth Advisors
Michigan
$434K +$69.3K +1,381 +19%
LF
738
Lee Financial
Texas
$434K -$67.7K -1,349 -14%
SFC
739
Strategic Financial Concepts
Texas
$434K -$313K -6,246 -42%
CIBC World Market
740
CIBC World Market
Ontario, Canada
$431K -$19.7K -393 -4%
WIA
741
World Investment Advisors
California
$430K +$427K +8,518 New
FHC
742
First Heartland Consultants
Missouri
$429K +$11.7K +233 +3%
LLWM
743
Life Line Wealth Management
California
$426K +$426K +8,480 New
WI
744
Wintrust Investments
Illinois
$419K +$213K +4,238 +103%
EWM
745
Executive Wealth Management
Michigan
$419K -$17.3K -344 -4%
BFIM
746
Beese Fulmer Investment Management
Ohio
$417K
CB
747
Cadence Bank
Mississippi
$417K +$25.1K +500 +6%
SFS
748
Security Financial Services
Indiana
$411K -$56.6K -1,128 -12%
TCWM
749
Total Clarity Wealth Management
Illinois
$411K -$411K -8,185 -50%
AWA
750
Arkadios Wealth Advisors
Georgia
$410K -$415K -8,263 -50%

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.