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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
GVAG
126
Great Valley Advisor Group
Delaware
$18.8M +$11.9M +236,700 +173%
NW
127
NewEdge Wealth
Pennsylvania
$18.8M +$2.8M +55,690 +18%
WAM
128
Weatherly Asset Management
California
$18.7M +$162K +3,220 +0.9%
GKWIM
129
Gerber Kawasaki Wealth & Investment Management
California
$18.7M +$3.72M +74,055 +25%
SFA
130
Sequoia Financial Advisors
Ohio
$18.6M -$1.76M -34,959 -9%
SC
131
Scotia Capital
Ontario, Canada
$18.2M -$1.3M -25,942 -7%
BTWM
132
Baker Tilly Wealth Management
Wisconsin
$18.2M +$8.03M +159,860 +79%
TNB
133
Thomasville National Bank
Georgia
$18.1M +$2.29M +45,631 +14%
Millennium Management
134
Millennium Management
New York
$18.1M +$7.83M +155,766 +76%
TCM
135
Triumph Capital Management
Colorado
$17.8M +$11.3M +225,756 +177%
AFG
136
Albion Financial Group
Utah
$17.7M -$262K -5,218 -1%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$17.5M -$15.9M -317,223 -48%
FHA
138
Flagship Harbor Advisors
Massachusetts
$17.4M +$6.07M +120,729 +54%
BB
139
Berkshire Bank
Massachusetts
$17.2M -$854 -17 -0%
RHP
140
Royal Harbor Partners
Texas
$17.1M +$12.2M +243,547 +254%
RWA
141
Roberts Wealth Advisors
California
$17M -$174K -3,458 -1%
JIP
142
Jaffetilchin Investment Partners
Florida
$16.6M +$4.78M +95,198 +41%
MWA
143
Mills Wealth Advisors
Texas
$16.6M +$3.88M +77,252 +31%
WWA
144
WCG Wealth Advisors
Nevada
$16.4M +$984K +19,583 +6%
AWM
145
Aprio Wealth Management
Georgia
$16.3M +$15.4M +306,745 +1,730%
AIA
146
Arbor Investment Advisors
North Carolina
$16.1M +$27.4K +546 +0.2%
VIA
147
Vickerman Investment Advisors
Washington
$15.5M -$697K -13,876 -4%
FIA
148
Foundations Investment Advisors
Arizona
$15.5M +$751K +14,953 +5%
PCA
149
Pallas Capital Advisors
Massachusetts
$15.3M -$4.06M -80,756 -21%
FA
150
Fountainhead AM
New Jersey
$15.1M +$4.31M +85,732 +40%

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.