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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
FA
801
Fiduciary Alliance
South Carolina
$299K +$299K +5,952 New
WDG
802
Wealth Dimensions Group
Ohio
$295K -$100K -2,000 -25%
HNB
803
Huntington National Bank
Ohio
$295K
CW
804
CreativeOne Wealth
Kansas
$293K -$30.3K -604 -9%
IHWM
805
Iron Horse Wealth Management
Iowa
$292K -$57.1K -1,137 -16%
SIM
806
Stratos Investment Management
Ohio
$291K -$29K -578 -9%
BFG
807
Berger Financial Group
Minnesota
$290K -$75K -1,495 -21%
HPFG
808
Hart & Patterson Financial Group
Massachusetts
$288K +$288K +5,740 New
PAS
809
Park Avenue Securities
New York
$287K -$24.1K -481 -8%
RSWM
810
Robertson Stephens Wealth Management
California
$286K +$25.1K +500 +10%
SPFA
811
Summit Place Financial Advisors
New Jersey
$285K
RF
812
Rollins Financial
Georgia
$284K +$3.11K +62 +1%
RFA
813
Rollins Financial Advisors
New York
$284K +$284K +5,660 New
IAP
814
Indie Asset Partners
Indiana
$284K +$16K +318 +6%
ME
815
McIlrath & Eck
Washington
$282K
EWA
816
Etesian Wealth Advisors
Oregon
$282K -$22.5K -448 -7%
IC
817
Inscription Capital
Texas
$282K +$10.7K +214 +4%
TW
818
TritonPoint Wealth
Maryland
$281K +$279K +5,559 New
FLPIM
819
F.L. Putnam Investment Management
Massachusetts
$277K +$277K +5,520 New
KCM
820
Kathmere Capital Management
Pennsylvania
$276K
MFC
821
Morris Financial Concepts
South Carolina
$273K +$5.27K +105 +2%
PA
822
Procyon Advisors
Connecticut
$272K -$55K -1,096 -17%
CD
823
Chapin Davis
Maryland
$271K
FSG
824
Financial Strategies Group
Michigan
$270K -$50K -997 -16%
AOG
825
Alpha Omega Group
Virginia
$268K +$5.92K +118 +2%

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.