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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
ANTB
776
AMG National Trust Bank
Colorado
$302K -$81.2K -1,615 -21%
PFA
777
Plotkin Financial Advisors
Maryland
$302K
VFIC
778
Valley Forge Investment Consultants
Pennsylvania
$299K
LWM
779
Laidlaw Wealth Management
New York
$298K +$19.5K +389 +7%
AC
780
Asio Capital
Kentucky
$296K -$3.07M -61,008 -91%
GAM
781
Gemmer Asset Management
California
$295K +$76.7K +1,526 +35%
KTC
782
Kistler-Tiffany Companies
Pennsylvania
$294K -$25K -497 -8%
IAP
783
Indie Asset Partners
Indiana
$292K -$25.1K -500 -8%
TB
784
Terril Brothers
Missouri
$290K
GT
785
Glenview Trust
Kentucky
$288K
SPFA
786
Summit Place Financial Advisors
New Jersey
$286K
AOG
787
Alpha Omega Group
Virginia
$284K
ME
788
McIlrath & Eck
Washington
$283K -$6.42M -127,798 -96%
CWM
789
Curi Wealth Management
North Carolina
$280K -$30.6K -609 -10%
RFC
790
Regions Financial Corp
Alabama
$277K +$59.9K +1,192 +28%
KCM
791
Kathmere Capital Management
Pennsylvania
$276K
CWM
792
Cornerstone Wealth Management
Missouri
$275K +$274K +5,456 New
WWM
793
Wiser Wealth Management
Georgia
$273K +$273K +5,424 New
RF
794
Rollins Financial
Georgia
$272K +$271K +5,402 New
BFIM
795
Beese Fulmer Investment Management
Ohio
$272K
CD
796
Chapin Davis
Maryland
$272K +$271K +5,400 New
MA
797
MJP Associates
Connecticut
$271K +$804 +16 +0.3%
RFN
798
Redwood Financial Network
Ohio
$269K +$269K +5,349 New
ACP
799
Aveo Capital Partners
Colorado
$266K -$217K -4,321 -45%
TFG
800
Tilson Financial Group
New Jersey
$264K -$7.89K -157 -3%

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.