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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
OCM
851
Orion Capital Management
California
$225K -$79.5K -1,584 -26%
BBA
852
Braun-Bostich & Associates
Pennsylvania
$225K +$225K +4,476 New
TFA
853
Teamwork Financial Advisors
Texas
$224K -$621K -12,375 -74%
GCP
854
Gill Capital Partners
Colorado
$223K
WS
855
Wedbush Securities
California
$222K -$204K -4,060 -48%
KIG
856
Kennedy Investment Group
New Jersey
$222K +$221K +4,411 New
AWAP
857
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$221K -$12K -239 -5%
EWP
858
Elevation Wealth Partners
California
$218K
PNC Financial Services Group
859
PNC Financial Services Group
Pennsylvania
$216K -$11K -219 -5%
MCA
860
MSH Capital Advisors
Arizona
$213K
AHC
861
Anderson Hoagland & Co
Missouri
$212K -$260K -5,172 -55%
EWM
862
Elevatus Welath Management
New York
$210K +$552 +11 +0.3%
PA
863
Planning Alternatives
Michigan
$209K
Bank of New York Mellon
864
Bank of New York Mellon
New York
$208K -$430K -8,560 -67%
CWM
865
Curi Wealth Management
North Carolina
$207K +$207K +4,128 New
TCA
866
Transcend Capital Advisors
New Jersey
$207K +$207K +4,120 New
SWM
867
Schwallier Wealth Management
Michigan
$205K +$204K +4,074 New
KIA
868
Kraematon Investment Advisors
Massachusetts
$204K +$652 +13 +0.3%
CFO
869
Collective Family Office
Pennsylvania
$204K -$66.5K -1,326 -25%
PS
870
Planned Solutions
California
$202K -$2.01K -40 -1%
FRA
871
Front Row Advisors
California
$202K
FAT
872
First American Trust
California
$201K -$61.2K -1,220 -23%
AWM
873
Angeles Wealth Management
California
$201K
CWG
874
Cornerstone Wealth Group
North Carolina
$201K
DWT
875
Dorsey & Whitney Trust
South Dakota
$201K

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.