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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
TSS
926
Two Sigma Securities
New York
-$7.08M -141,196 Closed
RFWA
927
RPg Family Wealth Advisory
Massachusetts
-$6.2M -123,263 Closed
OPS
928
Orion Portfolio Solutions
Nebraska
-$5.98M -119,331 Closed
WOSD
929
WFA of San Diego
California
-$5.15M -102,820 Closed
WEG
930
World Equity Group
Illinois
-$4.25M -84,822 Closed
NCG
931
Newport Capital Group
New Jersey
-$4.23M -84,473 Closed
EFS
932
Econ Financial Services
Pennsylvania
-$3.13M -62,375 Closed
SWA
933
SFMG Wealth Advisors
Texas
-$3.08M -61,478 Closed
VAS
934
Vestmark Advisory Solutions
Massachusetts
-$2.75M -54,797 Closed
EFH
935
Eaton Financial Holdings
Florida
-$2.43M -48,504 Closed
IFO
936
Intrepid Family Office
Florida
-$2.01M -40,000 Closed
FC
937
Fusion Capital
South Carolina
-$1.53M -30,459 Closed
CI
938
Ceera Investments
Texas
-$1.47M -29,240 Closed
BWG
939
Beta Wealth Group
California
-$1.18M -23,579 Closed
TI
940
Tidal Investments
Wisconsin
-$1.01M -20,223 Closed
CI
941
CPR Investments
Michigan
-$1.01M -20,160 Closed
Members Trust
942
Members Trust
Florida
-$929K -18,524 Closed
Ameriprise
943
Ameriprise
Minnesota
-$896K -17,880 Closed
SC
944
Slow Capital
California
-$752K -15,000 Closed
GAA
945
Global Assets Advisory
Florida
-$751K -14,989 Closed
SL
946
SWMG LLC
Texas
-$682K -13,596 Closed
PF
947
Parker Financial
Washington
-$626K -12,496 Closed
MAG
948
MRA Advisory Group
New Jersey
-$600K -11,972 Closed
ATWA
949
Arbor Trust Wealth Advisors
Michigan
-$552K -10,989 Closed
IWA
950
IVC Wealth Advisors
Pennsylvania
-$536K -10,698 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.