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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
ACM
826
Anfield Capital Management
California
$263K -$40.3K -803 -13%
BC
827
Brio Consultants
California
$258K -$75K -1,494 -23%
AAM
828
Advisors Asset Management
Colorado
$255K -$74.4K -1,482 -23%
EWMCB
829
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$252K -$650K -12,956 -72%
GHA
830
Granite Harbor Advisors
Texas
$252K +$252K +5,014 New
LSA
831
Lion Street Advisors
Texas
$251K +$40.4K +805 +19%
BSSFA
832
Baron Silver Stevens Financial Advisors
Florida
$251K -$33.4K -665 -12%
TA
833
TFG Advisers
Michigan
$251K -$14.7K -292 -6%
TB
834
Terril Brothers
Missouri
$248K -$21.3K -425 -8%
FPAS
835
Focus Partners Advisor Solutions
Missouri
$246K -$31.1K -620 -11%
CFIM
836
Client First Investment Management
Wisconsin
$245K +$245K +4,882 New
SCA
837
Snowden Capital Advisors
New York
$244K +$552 +11 +0.2%
JMFC
838
J.M. Forbes & Co
Massachusetts
$243K -$50.2K -1,000 -17%
PG
839
Proffitt & Goodson
Tennessee
$243K +$33K +657 +16%
KFG
840
Kingdom Financial Group
Arizona
$242K -$6.02K -120 -2%
CL
841
Cabana LLC
Arkansas
$242K +$241K +4,809 New
BRA
842
Biechele Royce Advisors
Indiana
$241K -$11.7K -234 -5%
HSWM
843
Hubbell Strickland Wealth Management
Louisiana
$240K -$14.8K -294 -6%
SEIA
844
Signature Estate & Investment Advisors
California
$236K +$235K +4,689 New
IA
845
IFG Advisors
Missouri
$235K
SB
846
Strategic Blueprint
Georgia
$234K -$1.81M -36,164 -89%
HWA
847
HHM Wealth Advisors
Tennessee
$231K
AWC
848
Adamsbrown Wealth Consultants
Kansas
$229K +$853 +17 +0.4%
AWA
849
Amplius Wealth Advisors
Pennsylvania
$226K -$92K -1,834 -29%
SAM
850
Summit Asset Management
Tennessee
$225K

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.