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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
LAS
1026
LWM Advisory Services
Florida
-$279K -5,550 Closed
FWA
1027
FOCUS Wealth Advisors
Texas
-$277K -5,514 Closed
RFA
1028
RTD Financial Advisors
Pennsylvania
-$275K -5,475 Closed
MSA
1029
Marino Stram & Associates
Massachusetts
-$266K -5,302 Closed
GAA
1030
Global Assets Advisory
Florida
-$266K -5,291 Closed
LFAS
1031
Level Four Advisory Services
Texas
-$256K -5,112 Closed
WWM
1032
Wiser Wealth Management
Georgia
-$253K -5,048 Closed
WAM
1033
WealthTrust Asset Management
Florida
-$248K -4,947 Closed
CAM
1034
Concorde Asset Management
Michigan
-$234K -4,663 Closed
CW
1035
Channel Wealth
California
-$230K -4,585 Closed
ACI
1036
Alpha Cubed Investments
California
-$220K -4,375 Closed
HWM
1037
Howard Wealth Management
Connecticut
-$214K -4,268 Closed
SCG
1038
Sonata Capital Group
Washington
-$207K -4,118 Closed
SFA
1039
Source Financial Advisors
New York
-$203K -4,044 Closed
EG
1040
Ellerson Group
Maryland
-$138K -2,750 Closed
SCA
1041
Stonebridge Capital Advisors
Minnesota
-$130K -2,600 Closed
RCA
1042
Reitz Capital Advisors
Michigan
-$100K -2,000 Closed
GBT
1043
Grove Bank & Trust
Florida
-$86.8K -1,730 Closed
IPW
1044
Impact Partnership Wealth
Georgia
-$60.6K -1,207 Closed
CYG
1045
Clean Yield Group
Vermont
-$51.2K -1,022 Closed
BAAM
1046
Baker Avenue Asset Management
California
-$46.7K -930 Closed
PP
1047
Prudential plc
United Kingdom
-$35.1K -700 Closed
CAS
1048
Coppell Advisory Solutions
Texas
-$32.1K -640 Closed
BCM
1049
BluePath Capital Management
Georgia
-$25.9K -517 Closed
MPWT
1050
MassMutual Private Wealth & Trust
Connecticut
-$17K -338 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.