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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
PWMG
951
Provence Wealth Management Group
California
$5.17K
FPF
952
First Pacific Financial
Washington
$2.46K +$2.46K +49 New
T
953
Tidemark
California
$2.31K +$2.31K +46 New
GI
954
Gradient Investments
Minnesota
$2.2K -$251 -5 -10%
CFB
955
Cullen/Frost Bankers
Texas
$2.01K +$2.01K +40 New
TVAMP
956
Tennessee Valley Asset Management Partners
Tennessee
$1.76K +$1.76K +35 New
BAM
957
Bellevue Asset Management
Washington
$1.71K
GA
958
GoalVest Advisory
New York
$1.46K +$1.46K +29 New
CAM
959
Clarity Asset Management
Iowa
$1.3K +$1.3K +26 New
RWM
960
Ruedi Wealth Management
Illinois
$1.12K +$201 +4 +22%
LC
961
Lindbrook Capital
California
$1K +$1K +20 New
C
962
Covestor
United Kingdom
$1K -$853 -17 -40%
RIL
963
Rothschild Investment LLC
Illinois
$904 +$903 +18 New
OIA
964
Optimum Investment Advisors
Illinois
$553 +$552 +11 New
BWL
965
Bogart Wealth LLC
Virginia
$502 +$50 +1 +11%
CPG
966
Cornerstone Planning Group
New Jersey
$402
SPWM
967
Spartan Planning & Wealth Management
North Carolina
$201
BlackRock
968
BlackRock
New York
$53
OSAM
969
O'Shaughnessy Asset Management
Connecticut
$50 +$50 +1 New
GWSA
970
Global Wealth Strategies & Associates
Colorado
$7
SAM
971
Smartleaf Asset Management
Massachusetts
$7
AA
972
ACT Advisors
North Carolina
-$31.1M -620,671 Closed
Citadel Advisors
973
Citadel Advisors
Florida
-$18.9M -376,464 Closed
LAS
974
Lloyd Advisory Services
Georgia
-$14.5M -289,705 Closed
GS
975
GTS Securities
New York
-$11.3M -225,000 Closed

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.