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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
FA
876
Financial Alternatives
California
$201K
RFA
877
Resurgent Financial Advisors
Georgia
$201K +$167K +3,334 +505%
NP
878
NorthRock Partners
Minnesota
$195K +$194K +3,861 New
BC
879
Barrett & Company
Rhode Island
$185K
TFA
880
Toth Financial Advisory
Virginia
$180K -$3.71K -74 -2%
FHA
881
First Horizon Advisors
Tennessee
$178K -$65.2K -1,300 -27%
LOIP
882
Live Oak Investment Partners
Texas
$165K
HIA
883
Harbor Investment Advisory
Maryland
$159K +$12.5K +250 +9%
Jones Financial Companies
884
Jones Financial Companies
Missouri
$154K +$154K +3,060 New
RG
885
Retirement Group
California
$152K +$100K +1,994 +193%
CPA
886
Clear Point Advisors
New York
$151K +$151K +3,010 New
LFG
887
Larson Financial Group
Missouri
$135K -$3.81K -76 -3%
AIC
888
Archer Investment Corporation
Indiana
$126K -$13.7K -273 -10%
RDFA
889
Ritter Daniher Financial Advisory
Ohio
$117K -$20.5K -408 -15%
BCM
890
Barometer Capital Management
Ontario, Canada
$110K -$110K -2,200 -50%
SWA
891
SOA Wealth Advisors
New York
$107K +$59.6K +1,187 +126%
HCA
892
Heck Capital Advisors
Wisconsin
$103K +$42.8K +853 +71%
AIM
893
Acropolis Investment Management
Missouri
$103K +$1.35K +27 +1%
MM
894
Main Management
California
$98K -$353K -7,028 -78%
PA
895
PSI Advisors
Florida
$96.4K
National Bank of Canada
896
National Bank of Canada
Quebec, Canada
$95.1K
SMA
897
Sage Mountain Advisors
Georgia
$95K -$324K -6,458 -77%
MCM
898
MidAtlantic Capital Management
Virginia
$93.9K +$93.8K +1,869 New
KFI
899
Key Financial Inc
Pennsylvania
$85.9K
WTC
900
WhitTier Trust Company
Nevada
$85.4K

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.