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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
LPT
151
Legacy Private Trust
Wisconsin
$15M -$1.58M -31,400 -10%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$14.8M +$11.9M +237,443 +417%
SFG
153
StrategIQ Financial Group
Indiana
$14.7M +$2.06M +41,077 +16%
SW
154
StrongBox Wealth
Missouri
$14.6M +$116K +2,315 +0.8%
EH
155
Equitable Holdings
New York
$14.3M +$2.62M +52,120 +23%
SLWA
156
San Luis Wealth Advisors
California
$14.3M +$8.61M +171,247 +153%
AWM
157
Axxcess Wealth Management
California
$14.2M -$29.2M -580,785 -67%
RA
158
Rockingstone Advisors
Massachusetts
$14M +$9.34M +185,869 +199%
SFA
159
Souders Financial Advisors
Ohio
$13.9M +$4.12M +82,010 +42%
SCM
160
Stonehearth Capital Management
Massachusetts
$13.9M -$9.8M -195,041 -41%
SW
161
SkyOak Wealth
Michigan
$13.8M +$1.64M +32,610 +14%
FIBT
162
First International Bank & Trust
North Dakota
$13.8M +$407K +8,090 +3%
FNT
163
First National Trust
Pennsylvania
$13.6M -$1.82M -36,275 -12%
IA
164
IFP Advisors
Florida
$13.4M -$15.4M -306,128 -53%
MAC
165
Mason & Associates (California)
California
$13.4M -$1.61M -32,123 -11%
FAIM
166
Financial Advocates Investment Management
Washington
$13.4M +$1.68M +33,462 +14%
FPIS
167
Financial Planning & Information Services
Wisconsin
$13.3M +$9.04M +179,928 +211%
LC
168
Legacy CG
Texas
$13.3M +$600K +11,949 +5%
PWM
169
PRW Wealth Management
Massachusetts
$13.3M -$4.82M -95,871 -27%
RCG
170
Rock Creek Group
District of Columbia
$13.1M +$12M +239,606 +1,202%
MOS
171
MGO One Seven
Ohio
$13.1M +$3.27M +64,996 +33%
SFS
172
Sowell Financial Services
Arkansas
$13.1M -$53.3M -1,060,482 -80%
IWN
173
Independent Wealth Network
Iowa
$13M +$549K +10,923 +4%
VP
174
Verum Partners
North Carolina
$13M +$9.43M +187,709 +265%
CAWM
175
Capital Advisors Wealth Management
Washington
$12.9M +$5.57M +110,872 +76%

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.