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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
TAM
951
Tocqueville Asset Management
New York
-$515K -10,273 Closed
CA
952
Calton & Associates
Florida
-$504K -10,053 Closed
MFG
953
Merit Financial Group
Georgia
-$498K -9,926 Closed
MCA
954
MSH Capital Advisors
Arizona
-$485K -9,677 Closed
AT
955
American Trust
Kentucky
-$202K -9,298 Closed
CMS
956
Capital Market Strategies
Florida
-$457K -9,125 Closed
CAP
957
Columbia Advisory Partners
Washington
-$425K -8,469 Closed
LWM
958
Ledge Wealth Management
Minnesota
-$411K -8,208 Closed
PWMAG
959
Pinnacle Wealth Management Advisory Group
New Jersey
-$405K -8,080 Closed
KIA
960
KCM Investment Advisors
California
-$391K -7,790 Closed
CG
961
Colony Group
Massachusetts
-$378K -7,550 Closed
1IA
962
1834 Investment Advisors
Wisconsin
-$376K -7,500 Closed
MPW
963
MGO Private Wealth
California
-$363K -7,249 Closed
PWA
964
Phoenix Wealth Advisors
North Carolina
-$319K -6,360 Closed
SWA
965
Strata Wealth Advisors
Texas
-$301K -6,000 Closed
PEA
966
Park Edge Advisors
Ohio
-$298K -5,952 Closed
WS
967
Wedbush Securities
California
-$298K -5,947 Closed
VAG
968
VisionPoint Advisory Group
Texas
-$296K -5,898 Closed
F4L
969
Fortune 45 LLC
Louisiana
-$295K -5,877 Closed
BCI
970
Brinker Capital Investments
Pennsylvania
-$294K -5,858 Closed
RSWM
971
Robertson Stephens Wealth Management
California
-$281K -5,598 Closed
BF
972
Brooklyn FI
New York
-$664K -5,474 Closed
SHA
973
Seneca House Advisors
Virginia
-$256K -5,106 Closed
AFG
974
Affinia Financial Group
Massachusetts
-$240K -4,782 Closed
WAM
975
Warberg Asset Management
Illinois
-$238K -4,752 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.