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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
JFG
901
JDM Financial Group
Texas
$8.25K
TC
902
Truvestments Capital
Florida
$7.56K
GLA
903
Great Lakes Advisors
Illinois
$7.14K +$7.14K +142 New
IWP
904
IAG Wealth Partners
Wisconsin
$6.84K +$6.83K +136 New
FCB
905
First Command Bank
Texas
$5.54K
FCFS
906
First Command Financial Services
Texas
$5.54K
EWA
907
EverSource Wealth Advisors
Alabama
$3.47K -$387K -7,698 -99%
FGAM
908
Financial Gravity Asset Management
Texas
$2.96K +$587K +11,686 +23,372%
FCMT
909
Founders Capital Management (Texas)
Texas
$2K
C
910
Covestor
United Kingdom
$1K -$4.52K -90 -76%
RWM
911
Ruedi Wealth Management
Illinois
$776 +$704 +14 +1,400%
BWL
912
Bogart Wealth LLC
Virginia
$453 -$2.16K -43 -83%
OSAM
913
O'Shaughnessy Asset Management
Connecticut
$403 +$402 +8 New
BlackRock
914
BlackRock
New York
$54 -$34.5K -687 -100%
SFC
915
SYM Financial Corp
Indiana
$50
GWSA
916
Global Wealth Strategies & Associates
Colorado
$7
TSA
917
Tri-Star Advisors
Texas
$6
FTUS
918
Flow Traders U.S.
New York
-$32M -638,616 Closed
Citadel Advisors
919
Citadel Advisors
Florida
-$23.7M -472,502 Closed
DOA
920
D'Orazio & Associates
Virginia
-$13.5M -268,317 Closed
IA
921
IAM Advisory
Pennsylvania
-$11.6M -230,640 Closed
SA
922
Stewardship Advisors
Pennsylvania
-$9.48M -189,053 Closed
HWM
923
Hohimer Wealth Management
Washington
-$7.85M -156,644 Closed
IAIM
924
International Assets Investment Management
Florida
-$8.17M -152,888 Closed
HKIMG
925
Hutchens & Kramer Investment Management Group
Indiana
-$7.66M -152,836 Closed

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.