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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
SIS
876
Sound Income Strategies
Florida
$39.7K +$50 +1 +0.1%
HGERS
877
Householder Group Estate & Retirement Specialist
Arizona
$39K +$38.4K +765 New
TLA
878
Tanglewood Legacy Advisors
Texas
$39K
SS
879
Sunbelt Securities
Texas
$38.4K +$38.3K +763 New
PCM
880
Perritt Capital Management
Illinois
$35.2K
CHC
881
City Holding Co
West Virginia
$28.4K
GTAM
882
Global Trust Asset Management
Florida
$26.8K
RG
883
Retirement Group
California
$26K
GI
884
Gradient Investments
Minnesota
$25.7K +$18.6K +371 +265%
RWPA
885
Richard W. Paul & Associates
Michigan
$25.7K -$2.87K -57 -10%
JIR
886
James Investment Research
Ohio
$25K
LWANC
887
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.1K +$24.1K +479 New
NSIM
888
North Star Investment Management
Illinois
$24.1K
BF
889
BOK Financial
Oklahoma
$21.6K -$916K -18,221 -98%
TAM
890
Tucker Asset Management
Colorado
$21.1K
ACM
891
Antonetti Capital Management
Florida
$19.8K
GIA
892
GHP Investment Advisors
Colorado
$19.3K +$151 +3 +0.8%
MFA
893
McClarren Financial Advisors
Pennsylvania
$18K -$22.5K -447 -54%
CIA
894
Cape Investment Advisory
Georgia
$15K +$15K +299 New
KC
895
Kenfarb & Co
Kentucky
$14.5K
EAM
896
Eukles Asset Management
Ohio
$14.1K
FSWA
897
Financial Synergies Wealth Advisors
Texas
$13K +$13K +258 New
HCA
898
Heck Capital Advisors
Wisconsin
$12.1K +$12.1K +241 New
HNB
899
Huntington National Bank
Ohio
$11.7K
HFS
900
Hantz Financial Services
Michigan
$9K +$8.54K +170 New

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.