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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
FFA
801
Farther Finance Advisors
California
$263K -$637K -12,678 -71%
IC
802
Inscription Capital
Texas
$261K +$260K +5,181 New
CBFP
803
Cedar Brook Financial Partners
Ohio
$260K -$38.6K -769 -13%
Fisher Asset Management
804
Fisher Asset Management
Washington
$260K +$260K +5,172 New
TA
805
TFG Advisers
Michigan
$260K +$260K +5,166 New
CSIA
806
Charles Schwab Investment Advisory
California
$255K +$42.9K +853 +20%
HT
807
Headlands Technologies
Illinois
$254K -$199K -3,966 -44%
BBA
808
Braun-Bostich & Associates
Pennsylvania
$253K -$24.5K -488 -9%
HSWM
809
Hubbell Strickland Wealth Management
Louisiana
$253K +$854 +17 +0.3%
EAM
810
Evanson Asset Management
California
$252K +$50 +1 +0%
WAM
811
WealthTrust Asset Management
Florida
$252K -$5.98M -119,050 -96%
CCA
812
Column Capital Advisors
Indiana
$251K
PG
813
Proffitt & Goodson
Tennessee
$249K +$22.6K +450 +10%
LAS
814
LWM Advisory Services
Florida
$249K +$17.8K +354 +8%
SC
815
Solstein Capital
California
$247K -$4.7M -93,488 -95%
SWMP
816
Signature Wealth Management Partners
New Jersey
$246K
JMFC
817
J.M. Forbes & Co
Massachusetts
$244K -$1K -20 -0.4%
NL
818
Navalign LLC
California
$244K -$40.1K -798 -14%
SG
819
StoneX Group
New York
$240K +$239K +4,763 New
IA
820
IFG Advisors
Missouri
$239K +$239K +4,749 New
C
821
Certuity
Florida
$237K +$3.32K +66 +1%
M&T Bank
822
M&T Bank
New York
$232K +$232K +4,617 New
BWM
823
BCGM Wealth Management
Indiana
$230K -$117K -2,327 -34%
PCS
824
Personal CFO Solutions
New Jersey
$226K +$225K +4,486 New
MC
825
Moors & Cabot
Massachusetts
$225K -$146K -2,911 -39%

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.