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JPMorgan Ultra-Short Income ETF
JPST

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: 929 → 913 (-16)

7% less funds holding in top 10

Funds holding in top 10: 190 → 176 (-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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$540M
2
Morgan Stanley
Morgan Stanley
New York
+$269M
3
Jane Street
Jane Street
New York
+$185M
4
Cerity Partners
Cerity Partners
New York
+$153M
5
SWM
Spire Wealth Management
Virginia
+$57.2M

Top Sellers

Rank Fund Capital Flow
1
GC
Grimes & Company
Massachusetts
-$349M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$226M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$78.7M
4
Bank of America
Bank of America
North Carolina
-$73.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$69.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
826
Summit Asset Management
Tennessee
$225K – – –
SAG
827
SageView Advisory Group
California
$220K +$220K +4,381 New
PSP
828
Pacific Sage Partners
Washington
$217K +$1.31K +26 +0.6%
CFA
829
Compass Financial Advisors
Indiana
$216K – – –
WAM
830
Walker Asset Management
Missouri
$215K -$1.61K -32 -0.7%
AAM
831
Advisors Asset Management
Colorado
$213K +$83.1K +1,654 +64%
WWM
832
Windsor Wealth Management
Indiana
$213K +$1.21K +24 +0.6%
CIC
833
Carnegie Investment Counsel
Ohio
$211K -$1.91M -37,927 -90%
NP
834
NorthRock Partners
Minnesota
$210K +$210K +4,178 New
TIAM2
835
Tru Independence Asset Management 2
Oregon
$209K +$209K +4,151 New
SCG
836
Sonata Capital Group
Washington
$207K -$129K -2,570 -38%
MA
837
Mosaic Advisors
Texas
$206K +$1.91K +38 +0.9%
BWM
838
Benchmark Wealth Management
Connecticut
$205K -$194K -3,868 -49%
KIA
839
Kraematon Investment Advisors
Massachusetts
$202K -$50.5K -1,005 -20%
RDFA
840
Ritter Daniher Financial Advisory
Ohio
$202K -$485K -9,652 -71%
AWM
841
Angeles Wealth Management
California
$201K -$129K -2,561 -39%
CWG
842
Cornerstone Wealth Group
North Carolina
$201K – – –
FA
843
Financial Alternatives
California
$201K – – –
FRA
844
Front Row Advisors
California
$201K – – –
KFI
845
Key Financial Inc
Pennsylvania
$196K +$180K +3,580 +1,155%
BC
846
Barrett & Company
Rhode Island
$185K – – –
TFA
847
Toth Financial Advisory
Virginia
$178K -$19.1K -381 -10%
SCA
848
Stonebridge Capital Advisors
Minnesota
$145K +$47.3K +941 +48%
Commonwealth Equity Services
849
Commonwealth Equity Services
Massachusetts
$137K +$42M +836,306 +44%
LFG
850
Larson Financial Group
Missouri
$135K – – –
32 33
34
35 36

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.