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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
FFS
776
Founders Financial Securities
Maryland
$350K +$350K +6,973 New
SG
777
StoneX Group
New York
$346K -$544K -10,842 -61%
VCP
778
Verus Capital Partners
Arizona
$342K -$170K -3,378 -33%
KW
779
KWB Wealth
California
$342K -$129K -2,576 -27%
BWM
780
BlackDiamond Wealth Management
New York
$341K -$36.3K -724 -10%
SWP
781
Semus Wealth Partners
Florida
$341K -$56.7K -1,129 -14%
DCM
782
Dudley Capital Management
Virginia
$340K +$2.06K +41 +0.6%
BAM
783
Belpointe Asset Management
Nevada
$338K +$1.56K +31 +0.5%
FCA
784
Fortis Capital Advisors
Kansas
$338K +$1.56K +31 +0.5%
PFA
785
Pathway Financial Advisors
Vermont
$336K -$27.1K -541 -7%
SAF
786
Smith Anglin Financial
Texas
$335K -$97.8K -1,949 -23%
CPC
787
Consolidated Planning Corp
Georgia
$335K
BAM
788
BTS Asset Management
Massachusetts
$332K +$331K +6,600 New
RFC
789
Regions Financial Corp
Alabama
$329K -$51K -1,016 -13%
WP
790
WealthPLAN Partners
Nebraska
$329K -$29.7K -592 -8%
PWS
791
Private Wealth Strategies
Ohio
$326K -$3.18M -63,323 -91%
GT
792
Glenview Trust
Kentucky
$324K +$35.9K +715 +12%
ICP
793
Ironvine Capital Partners
Nebraska
$324K -$150K -2,988 -32%
PGF
794
Plan Group Financial
Oklahoma
$316K -$46.7K -931 -13%
CIA
795
Compass Ion Advisors
Pennsylvania
$316K +$4.12K +82 +1%
CCWM
796
Correct Capital Wealth Management
Missouri
$313K +$313K +6,231 New
NRI
797
NFP Retirement Inc
California
$312K -$98.9K -1,971 -24%
PFA
798
Plotkin Financial Advisors
Maryland
$308K +$20.8K +414 +7%
MA
799
Mosaic Advisors
Texas
$303K +$3.91K +78 +1%
GAM
800
Gemmer Asset Management
California
$301K -$20.7K -413 -6%

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.