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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
CW
926
Cooksen Wealth
Texas
$35.8K +$35.7K +712 New
MFG
927
Mendota Financial Group
Wisconsin
$33.6K +$33.5K +668 New
RCM
928
Raleigh Capital Management
North Carolina
$33.5K
MAWCM
929
Mine & Arao Wealth Creation & Management
California
$29.5K +$29.5K +588 New
GTAM
930
Global Trust Asset Management
Florida
$26.8K
LWANC
931
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.1K
NSIM
932
North Star Investment Management
Illinois
$24.1K
CIA
933
Cape Investment Advisory
Georgia
$20.8K
SPIS
934
Steward Partners Investment Solutions
Oregon
$20.3K +$20.3K +405 New
GIA
935
GHP Investment Advisors
Colorado
$20K +$201 +4 +1%
AAP
936
Arax Advisory Partners
Colorado
$17.9K +$17.9K +356 +35,600%
SIS
937
Sound Income Strategies
Florida
$16.8K -$17K -338 -50%
CFS
938
CGC Financial Services
Oregon
$15.2K
CA
939
Centerpoint Advisors
Massachusetts
$15K
HF
940
Halpern Financial
Virginia
$14.8K +$14.8K +294 New
S
941
Sachetta
Massachusetts
$14.2K +$14.2K +283 New
EAM
942
Eukles Asset Management
Ohio
$14.1K
FWM
943
FSA Wealth Management
Massachusetts
$10K +$10K +200 New
EWA
944
EverSource Wealth Advisors
Alabama
$9.64K
JFG
945
JDM Financial Group
Texas
$8.24K
PCM
946
Penserra Capital Management
California
$7K
NFA
947
Northwest Financial Advisors
Virginia
$6.96K +$6.97K +139 New
CSC
948
Caldwell Sutter Capital
California
$6.03K +$6.02K +120 New
GWSG
949
GPS Wealth Strategies Group
Colorado
$5.98K -$44.1K -879 -88%
SA
950
Scarborough Advisors
Maryland
$5.68K -$221K -4,400 -97%

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.