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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
SF
101
Synovus Financial
Georgia
$23.3M -$2.41M -47,988 -9%
Mariner
102
Mariner
Kansas
$23M -$315K -6,270 -1%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$22.6M +$210K +4,176 +0.9%
JWBC
104
John W. Brooker & Co
California
$22.6M -$961K -19,127 -4%
AAS
105
Ameritas Advisory Services
Nebraska
$22.5M +$5.96M +118,573 +36%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$22.3M -$543K -10,806 -2%
DAS
107
Dynamic Advisor Solutions
Arizona
$22.2M -$3.96M -78,813 -15%
AAP
108
Arax Advisory Partners
Colorado
$22.2M +$22.2M +441,664 New
MHR
109
Matthew Hamilton Rosenberg
$21.1M +$1.88M +37,417 +10%
CI
110
CX Institutional
Indiana
$20.8M +$12.6M +251,479 +155%
EK
111
Evensky & Katz
Florida
$20.7M -$1.7M -33,769 -8%
CA
112
Cetera Advisors
Colorado
$20.7M +$2.47M +49,107 +14%
IWMWV
113
Ironwood Wealth Management (West Virginia)
West Virginia
$20.1M -$424K -8,443 -2%
IWM
114
IHT Wealth Management
Illinois
$19.8M +$19.3M +383,618 +3,558%
DW
115
Domani Wealth
Pennsylvania
$19.8M +$1.41M +28,123 +8%
AC
116
AlphaCore Capital
California
$19.8M +$19.8M +393,008 New
NWM
117
NEIRG Wealth Management
Massachusetts
$19.8M +$19.7M +392,846 New
AC
118
Abbrea Capital
California
$19.4M -$2.37M -47,133 -11%
SPC
119
Sigma Planning Corp
Michigan
$19.3M +$708K +14,084 +4%
RCA
120
Reitz Capital Advisors
Michigan
$19.1M +$232K +4,615 +1%
KFP
121
KB Financial Partners
New Jersey
$19.1M +$338K +6,731 +2%
WIC
122
Woodmont Investment Counsel
Tennessee
$19.1M +$178K +3,534 +0.9%
SFG
123
Sunburst Financial Group
Alabama
$19M +$667K +13,275 +4%
SFG
124
Sterling Financial Group
California
$18.9M
SWP
125
Summit Wealth Partners
Florida
$18.8M -$338K -6,725 -2%

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.