JPMorgan Ultra-Short Income ETF
JPST
949 hedge funds and large institutions have $17.5B invested in JPMorgan Ultra-Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 329 increasing their positions, 442 reducing their positions, and 59 closing their positions.
75% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 59
4% more funds holding
Funds holding: 913 → 949 (+36)
0.24% more ownership
Funds ownership: 72.95% → 73.19% (+0.24%)
3% less capital invested
Capital invested by funds: $18B → $17.5B (-$472M)
10% less funds holding in top 10
Funds holding in top 10: 176 → 159 (-17)
26% less repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 442
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$256M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$176M |
| 3 |
Cerity Partners
New York
|
+$81.3M |
| 4 |
Jane Street
New York
|
+$50.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$312M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$169M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$111M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$88.5M |
| 5 |
Morgan Stanley
New York
|
-$83.7M |
JPST Hedge Fund Activity: Q2 2023 in Review
949 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2023, worth a combined $17.5B — down 2.6% from $18B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new JPST positions and 59 closed out — a net gain of 44 holders — while 329 added to existing stakes and 442 trimmed.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $256M. The largest seller was JP Morgan Chase, cutting an estimated $312M.
- 949 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2023, up from 913 in Q1 2023.
- Funds reported $17.5B of JPMorgan Ultra-Short Income ETF stock for Q2 2023, down 2.6% quarter-over-quarter.
- 103 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2023 and 59 closed out, a net change of +44 holders.
- The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $256M added.
- The largest JPMorgan Ultra-Short Income ETF seller in Q2 2023 was JP Morgan Chase, an estimated $312M sold.
Based on aggregated 13F filings for Q2 2023.