We are live on ! Find out more
JPST icon

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
RCM
76
Requisite Capital Management
Texas
$28.5M -$7.75M -154,534 -21%
BMCM
77
Bryn Mawr Capital Management
Pennsylvania
$28.1M +$768K +15,304 +3%
BPWM
78
Badgley Phelps Wealth Managers
Washington
$27.2M +$188K +3,747 +0.7%
MIS
79
Morningstar Investment Services
Illinois
$26.8M +$16M +318,881 +149%
CAM
80
Cresset Asset Management
Illinois
$26.7M +$2.01M +40,043 +8%
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26M +$1.27M +25,400 +5%
FMP
82
Financial Management Professionals
Texas
$25.9M +$265K +5,278 +1%
AF
83
Allworth Financial
California
$25.9M -$1.3M -25,980 -5%
MSA
84
Mason Street Advisors
Wisconsin
$24.8M
MHR
85
Matthew Hamilton Rosenberg
$24.4M +$1.57M +31,329 +7%
MMA
86
Miracle Mile Advisors
California
$23.9M +$21.1M +420,746 +759%
FAM
87
Flaharty Asset Management
Florida
$23.6M +$111K +2,204 +0.5%
MWM
88
Mascoma Wealth Management
New Hampshire
$23.4M -$2.64M -52,597 -10%
TNB
89
Thomasville National Bank
Georgia
$23.4M +$4.16M +82,838 +22%
BIAS
90
Beacon Investment Advisory Services
New Jersey
$23.3M -$7.07M -140,870 -23%
Franklin Resources
91
Franklin Resources
California
$22.9M +$171K +3,399 +0.8%
EH
92
Equitable Holdings
New York
$22.8M +$1.93M +38,497 +9%
CA
93
Cornerstone Advisory
Maryland
$22.7M -$1.52M -30,378 -6%
Mariner
94
Mariner
Kansas
$22.6M -$8.72M -173,874 -28%
SLWA
95
San Luis Wealth Advisors
California
$22.1M +$5.22M +104,003 +31%
KAS
96
Kestra Advisory Services
Texas
$22.1M +$2.71M +53,948 +14%
PSIWM
97
Paradigm Strategies in Wealth Management
Minnesota
$21.8M +$2.1M +41,843 +11%
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$21.6M +$62.8K +1,252 +0.3%
EK
99
Evensky & Katz
Florida
$21.5M +$251K +4,996 +1%
SF
100
Synovus Financial
Georgia
$21.3M -$1.88M -37,485 -8%

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.