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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
Susquehanna International Group
976
Susquehanna International Group
Pennsylvania
-$11.2M -224,116 Closed
RFM
977
Royal Fund Management
Florida
-$10M -199,805 Closed
TSS
978
Two Sigma Securities
New York
-$4.01M -79,898 Closed
HT
979
Headlands Technologies
Illinois
-$3.99M -79,566 Closed
FEM
980
Fulcrum Equity Management
Texas
-$3.86M -76,864 Closed
FF
981
Financial Futures
New Jersey
-$3.61M -72,019 Closed
VIA
982
Vickerman Investment Advisors
Washington
-$3.25M -64,783 Closed
BA
983
Bridge Advisory
California
-$2.97M -59,277 Closed
MA
984
Modus Advisors
Minnesota
-$2.49M -49,577 Closed
TC
985
Trilogy Capital
California
-$2.28M -45,403 Closed
HF
986
HRT Financial
New York
-$2.18M -43,397 Closed
TLFA
987
True Link Financial Advisors
California
-$2.02M -40,250 Closed
HAS
988
HBW Advisory Services
California
-$2M -39,801 Closed
PCM
989
Prelude Capital Management
New York
-$1.71M -34,009 Closed
ST
990
Sentinel Trust
Texas
-$1.25M -24,830 Closed
WSTAM
991
Wilbanks Smith & Thomas Asset Management
Virginia
-$1.13M -22,458 Closed
AGA
992
Accuvest Global Advisors
Utah
-$1.13M -22,435 Closed
EWM
993
Echo Wealth Management
Minnesota
-$912K -18,172 Closed
JFG
994
Jefferies Financial Group
New York
-$896K -17,848 Closed
BFAG
995
Blackston Financial Advisory Group
Florida
-$796K -15,862 Closed
WP
996
Westmount Partners
California
-$764K -15,218 Closed
Northern Trust
997
Northern Trust
Illinois
-$754K -15,031 Closed
PWP
998
Private Wealth Partners
California
-$724K -14,430 Closed
AIP
999
Almanack Investment Partners
Pennsylvania
-$718K -14,309 Closed
EP
1000
Eudaimonia Partners
Tennessee
-$681K -13,580 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.