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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
SL
1001
SWMG LLC
Texas
-$630K -12,551 Closed
AIM
1002
Aspen Investment Management
Michigan
-$616K -12,287 Closed
WEG
1003
World Equity Group
Illinois
-$515K -11,207 Closed
SA
1004
Shilanski & Associates
Alaska
-$510K -10,171 Closed
CI
1005
CPR Investments
Michigan
-$503K -10,020 Closed
Koshinski Asset Management
1006
Koshinski Asset Management
Illinois
-$471K -9,378 Closed
MW
1007
Marks Wealth
Maryland
-$460K -9,167 Closed
LJHT
1008
Laurie J. Hall Trustee
-$457K -9,110 Closed
MWM
1009
Modera Wealth Management
New Jersey
-$456K -9,090 Closed
EFN
1010
Equita Financial Network
Pennsylvania
-$439K -8,744 Closed
VCA
1011
Verdence Capital Advisors
Maryland
-$437K -8,700 Closed
WAOI
1012
Wealth Advisors of Iowa
Iowa
-$432K -8,605 Closed
RA
1013
RFG Advisory
Alabama
-$404K -8,055 Closed
AC
1014
AIFG Consultants
New York
-$384K -7,643 Closed
NL
1015
Navalign LLC
California
-$372K -7,415 Closed
KAM
1016
Kraft Asset Management
Tennessee
-$368K -7,330 Closed
CMS
1017
Capital Market Strategies
Florida
-$365K -7,306 Closed
VFPI
1018
Vantage Financial Partners (Illinois)
Illinois
-$351K -7,000 Closed
RWA
1019
Redhawk Wealth Advisors
Minnesota
-$348K -6,933 Closed
RWP
1020
RWA Wealth Partners
Massachusetts
-$333K -6,635 Closed
PA
1021
PFG Advisors
Arizona
-$311K -6,197 Closed
TA
1022
TrueWealth Advisors
Alabama
-$303K -6,045 Closed
NFG
1023
Northeast Financial Group
Pennsylvania
-$301K -6,002 Closed
CA
1024
Calton & Associates
Florida
-$295K -5,876 Closed
ACP
1025
Aveo Capital Partners
Colorado
-$291K -5,800 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.