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
WIA
751
Westbourne Investment Advisors
Maryland
$410K -$20.1K -400 -5%
PA
752
Pinnacle Associates
New York
$407K +$73K +1,455 +22%
PWMAG
753
Pinnacle Wealth Management Advisory Group
New Jersey
$407K +$89.8K +1,790 +28%
CPA
754
Capital Planning Advisors
California
$404K
SC
755
Summa Corp
Texas
$402K +$401K +8,000 New
MMM
756
Mendel Money Management
Illinois
$399K -$4.01K -80 -1%
Ameriprise
757
Ameriprise
Minnesota
$397K +$170K +3,387 +75%
SF
758
Slagle Financial
Illinois
$396K +$387K +7,712 +96%
EIP
759
Ellis Investment Partners
Pennsylvania
$396K +$5.12K +102 +1%
CCIA
760
Cherry Creek Investment Advisors
Colorado
$393K -$49.2K -981 -11%
SB
761
Sunflower Bank
Texas
$388K -$50.2K -1,000 -11%
CSPIA
762
Cary Street Partners Investment Advisory
Virginia
$388K -$377K -7,523 -49%
AG
763
Ascent Group
Virginia
$386K -$393K -7,838 -51%
EWM
764
EPG Wealth Management
Georgia
$384K -$6.67K -133 -2%
APIM
765
Agate Pass Investment Management
Washington
$381K +$381K +7,587 New
EWM
766
Evermay Wealth Management
Virginia
$373K -$25.7M -512,558 -99%
KOC
767
Koss-Olinger Consulting
Florida
$372K +$401 +8 +0.1%
CFGS
768
Concourse Financial Group Securities
Alabama
$371K -$74.2K -1,479 -17%
AFP
769
Ausdal Financial Partners
Iowa
$370K -$43.1K -858 -10%
SW
770
SMART Wealth
Nebraska
$367K +$366K +7,299 New
TDC
771
Thompson Davis & Co
Virginia
$363K -$53.1K -1,058 -13%
EA
772
Everpar Advisors
Oklahoma
$362K +$362K +7,210 New
EWS
773
Evergreen Wealth Solutions
Pennsylvania
$360K -$290K -5,786 -45%
BWM
774
Baystate Wealth Management
Massachusetts
$357K -$5.42K -108 -1%
WAM
775
Walker Asset Management
Missouri
$352K +$10.2K +203 +3%

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.