We are live on ! Find out more
JPST icon

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
BCA
976
Bay Colony Advisors
Massachusetts
-$234K -4,673 Closed
CWM
977
Congress Wealth Management
Massachusetts
-$227K -4,519 Closed
CCMG
978
Clark Capital Management Group
Pennsylvania
-$223K -4,447 Closed
PFBT
979
Parkside Financial Bank & Trust
Missouri
-$218K -4,350 Closed
CAMG
980
CWA Asset Management Group
Florida
-$217K -4,323 Closed
3F
981
360 Financial
Minnesota
-$216K -4,308 Closed
AFS
982
AFG Fiduciary Services
Massachusetts
-$213K -4,258 Closed
PAS
983
Park Avenue Securities
New York
-$207K -4,134 Closed
KC
984
Kinloch Capital
Virginia
-$204K -4,074 Closed
OWP
985
Obermeyer Wealth Partners
Colorado
-$203K -4,044 Closed
QAM
986
Q3 Asset Management
Michigan
-$190K -3,795 Closed
AWM
987
Accurate Wealth Management
Florida
-$158K -3,156 Closed
Toronto Dominion Bank
988
Toronto Dominion Bank
Ontario, Canada
-$106K -2,105 Closed
CS
989
Credit Suisse
Switzerland
-$97.3K -1,940 Closed
CB
990
Community Bank
New York
-$88.5K -1,765 Closed
GWS
991
Glassman Wealth Services
Virginia
-$80.7K -1,609 Closed
MWM
992
MinichMacGregor Wealth Management
New York
-$67.6K -1,347 Closed
CAS
993
Coppell Advisory Solutions
Texas
-$32.1K -640 Closed
CASC
994
Coppell Advisory Solutions Corp
Texas
-$32.1K -640 Closed
PFC
995
Phocas Financial Corp
California
-$31.3K -625 Closed
TIM
996
Tortoise Investment Management
New York
-$30.4K -606 Closed
USCWA
997
U.S. Capital Wealth Advisors
Texas
-$30.1K -600 Closed
SC
998
SouthState Corp
Florida
-$10K -200 Closed
BEI
999
Benjamin Edwards Inc
Missouri
-$7K -135 Closed
CWP
1000
Concord Wealth Partners
Virginia
-$5.41K -108 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.