JPMorgan Ultra-Short Income ETF
JPST
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.
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: 963 → 966 (+3)
4% less funds holding in top 10
Funds holding in top 10: 164 → 158 (-6)
33% less repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 473
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.77B |
| 2 |
JP Morgan Chase
New York
|
+$861M |
| 3 |
Jane Street
New York
|
+$270M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$155M |
| 5 |
Goldman Sachs
New York
|
+$93.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$84M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$61.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$56.4M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$54.9M |
| 5 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$52.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWP
1051
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| – | -$16.9K | -337 | Closed |
|
|
HBW
1052
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$7K | -131 | Closed |
|
1053
Simplex Trading
Chicago,
Illinois
| – | -$5K | -100 | Closed |
|
|
BSB
1054
Bangor Savings Bank
Bangor,
Maine
| – | -$4.9K | -98 | Closed |
|
|
TCOV
1055
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3.56K | -71 | Closed |
|
|
AWM
1056
Abound Wealth Management
Franklin,
Tennessee
| – | -$402 | -8 | Closed |
|
|
DJSG
1057
D.J. St. Germain
Springfield,
Massachusetts
| – | -$100 | -2 | 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.