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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
DAS
151
Dynamic Advisor Solutions
Arizona
$14M -$577K -11,507 -4%
JWBC
152
John W. Brooker & Co
California
$14M -$1.02M -20,384 -7%
Millennium Management
153
Millennium Management
New York
$13.9M +$2.09M +41,666 +18%
SC
154
Saiph Capital
New Jersey
$13.8M -$64.3K -1,282 -0.5%
Corient Private Wealth
155
Corient Private Wealth
Florida
$13.7M -$7.94M -158,253 -37%
TCM
156
Triumph Capital Management
Colorado
$13.6M +$714K +14,224 +6%
RA
157
Ruggaard & Associates
Ohio
$13.6M +$489K +9,746 +4%
TWM
158
TMD Wealth Management
Arizona
$13.5M -$1.8M -35,811 -12%
MFP
159
Meridian Financial Partners
Virginia
$13.5M +$528K +10,519 +4%
I
160
INVST
Indiana
$13.3M -$26.9M -536,379 -67%
CAWM
161
Capital Advisors Wealth Management
Washington
$13.1M +$1.1M +21,908 +9%
RFWA
162
RPg Family Wealth Advisory
Massachusetts
$13M -$456K -9,094 -3%
RHP
163
Royal Harbor Partners
Texas
$12.9M +$259K +5,162 +2%
REMPR
164
Roof Eidam Maycock Peralta (REMP)
California
$12.7M +$5.83M +116,230 +85%
SWP
165
Stratos Wealth Partners
Ohio
$12.6M +$3.02M +60,197 +32%
CWM
166
Cahaba Wealth Management
Georgia
$12.5M +$673K +13,408 +6%
IWC
167
Integrated Wealth Concepts
Massachusetts
$12.2M +$1.12M +22,240 +10%
SCM
168
Stonehearth Capital Management
Massachusetts
$12.2M +$142K +2,822 +1%
SFG
169
StrategIQ Financial Group
Indiana
$12.2M -$370K -7,382 -3%
GFG
170
Goldstone Financial Group
Illinois
$12.1M +$480K +9,556 +4%
MOS
171
MGO One Seven
Ohio
$12M -$3.58M -71,321 -23%
FNT
172
First National Trust
Pennsylvania
$11.9M +$2.89M +57,566 +32%
KL
173
KWMG LLC
Kansas
$11.8M -$8.33K -166 -0.1%
MWC
174
MBM Wealth Consultants
Missouri
$11.5M +$1.72M +34,330 +18%
DWM
175
Dakota Wealth Management
Florida
$11.4M +$371K +7,393 +3%

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.