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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
WWWM
126
White Wing Wealth Management
Texas
$16.8M +$16.8M +334,069 New
MWA
127
Mills Wealth Advisors
Texas
$16.8M +$1.19M +23,719 +8%
WWA
128
WCG Wealth Advisors
Nevada
$16.4M -$2.72M -54,138 -14%
PA
129
Paragon Advisors
Texas
$16.4M -$6.46M -128,721 -28%
SW
130
StrongBox Wealth
Missouri
$16.4M +$245K +4,892 +2%
PJWM
131
Philip James Wealth Mangement
Georgia
$16M +$16M +318,712 New
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$16M +$534K +10,644 +3%
HI
133
Harbour Investments
Wisconsin
$15.9M +$7.22M +143,888 +83%
Comerica Bank
134
Comerica Bank
Texas
$15.9M -$318K -6,334 -2%
CFG
135
Cooper Financial Group
California
$15.7M +$103K +2,048 +0.7%
GKWIM
136
Gerber Kawasaki Wealth & Investment Management
California
$15.7M -$3.5M -69,841 -18%
DCM
137
Donaldson Capital Management
Indiana
$15.5M +$4.24M +84,572 +38%
SAS
138
Sage Advisory Services
Texas
$15.4M -$1.52M -30,372 -9%
NW
139
Naviter Wealth
Arkansas
$15.4M -$1.08M -21,451 -7%
NW
140
NewEdge Wealth
Pennsylvania
$15.2M -$417K -8,303 -3%
AC
141
Abbrea Capital
California
$15.2M +$445K +8,871 +3%
MA
142
Mutual Advisors
Nebraska
$15.2M +$682K +13,583 +5%
IA
143
IMZ Advisory
Florida
$15.2M +$15.2M +302,079 New
SFA
144
Souders Financial Advisors
Ohio
$15.1M +$468K +9,335 +3%
NA
145
NewEdge Advisors
Louisiana
$15.1M +$4.18M +83,251 +39%
SA
146
Stewardship Advisors
Pennsylvania
$14.9M -$1.42M -28,382 -9%
OC
147
Oarsman Capital
Wisconsin
$14.8M +$9.68M +192,966 +190%
KWM
148
Keating Wealth Management
Colorado
$14.6M +$14.6M +291,229 New
SQA
149
Simon Quick Advisors
New Jersey
$14.6M -$39.5K -787 -0.3%
CI
150
CX Institutional
Indiana
$14.3M -$581K -11,587 -4%

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.