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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
AIM
851
Acropolis Investment Management
Missouri
$126K +$955 +19 +0.8%
BWA
852
BDO Wealth Advisors
Florida
$118K -$1.53M -30,511 -93%
WWM
853
Wolff Wiese Magana
California
$110K +$1K +20 +0.9%
TWC
854
TD Waterhouse Canada
Ontario, Canada
$109K -$556K -11,064 -86%
WTC
855
WhitTier Trust Company
Nevada
$109K
PA
856
PSI Advisors
Florida
$98.5K +$98.4K +1,958 New
PNC Financial Services Group
857
PNC Financial Services Group
Pennsylvania
$92.8K -$143K -2,843 -61%
GWSG
858
GPS Wealth Strategies Group
Colorado
$92.3K +$92.2K +1,835 New
CA
859
Clearstead Advisors
Ohio
$88.6K
HCP
860
Hexagon Capital Partners
Arkansas
$81.8K +$81.7K +1,625 New
HWA
861
HHM Wealth Advisors
Tennessee
$79.3K
TF
862
TimeScale Financial
Massachusetts
$76.7K +$76.6K +1,525 New
MPWT
863
MassMutual Private Wealth & Trust
Connecticut
$72.3K -$1.17M -23,376 -94%
AC
864
Arjuna Capital
North Carolina
$64.6K +$64.5K +1,284 New
WT
865
Whittier Trust
California
$63.9K
MIM
866
Macroview Investment Management
Maryland
$62K +$27.5K +547 +80%
AWM
867
Accel Wealth Management
Iowa
$51.8K
National Bank of Canada
868
National Bank of Canada
Quebec, Canada
$51.5K
IGWM
869
ICA Group Wealth Management
Colorado
$47.8K -$14.3K -285 -23%
SWA
870
SOA Wealth Advisors
New York
$47.5K
BAAM
871
Baker Avenue Asset Management
California
$46.1K -$5.07M -100,865 -99%
RCM
872
Raleigh Capital Management
North Carolina
$45.3K
HDIM
873
Hanson & Doremus Investment Management
Vermont
$44K
WIM
874
WealthPlan Investment Management
Nebraska
$41.2K -$556K -11,057 -93%
WAM
875
Worth Asset Management
Texas
$40.5K +$10.8K +215 +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.