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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
VAG
901
VisionPoint Advisory Group
Texas
$84.7K -$1.81M -36,052 -96%
MIM
902
Macroview Investment Management
Maryland
$84.6K +$50.2K +1,000 +146%
HCP
903
Hexagon Capital Partners
Arkansas
$81.6K
DFA
904
DHJJ Financial Advisors
Illinois
$77.6K -$15.6K -310 -17%
FW
905
Fairway Wealth
Ohio
$75.2K +$75.1K +1,497 New
IGWM
906
ICA Group Wealth Management
Colorado
$71.5K +$71.5K +1,424 New
MFA
907
McClarren Financial Advisors
Pennsylvania
$69K +$69K +1,375 New
TFG
908
Team Financial Group
California
$67.3K +$853 +17 +1%
GJIA
909
Glass Jacobson Investment Advisors
Maryland
$64.3K
AWM
910
Activest Wealth Management
Florida
$60.1K
VL
911
Vima LLC
Michigan
$56.2K +$56.1K +1,118 New
PCM
912
Perritt Capital Management
Illinois
$55.4K +$20.2K +403 +58%
WAS
913
Winch Advisory Services
Wisconsin
$52.2K
BFA
914
BBJS Financial Advisors
Washington
$51.8K +$25.4K +507 +97%
WT
915
Whittier Trust
California
$50.2K
SRCM
916
Signature Resources Capital Management
California
$49.9K +$49.8K +993 New
NS
917
NBC Securities
Alabama
$47K +$47.2K +940 New
SS
918
Sunbelt Securities
Texas
$45.3K -$561K -11,174 -93%
PCWA
919
Pacific Capital Wealth Advisors
California
$45.2K +$45.2K +900 New
SFA
920
Semmax Financial Advisors
North Carolina
$44.8K
HDIM
921
Hanson & Doremus Investment Management
Vermont
$44K
Bessemer Group
922
Bessemer Group
New Jersey
$40K
CA
923
Clearstead Advisors
Ohio
$40K -$139K -2,766 -78%
TLA
924
Tanglewood Legacy Advisors
Texas
$38.9K
TAM
925
Tucker Asset Management
Colorado
$37K +$15.9K +317 +76%

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.