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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
PA
176
Prism Advisors
California
$12.9M +$424K +8,433 +3%
ATPW
177
Ashton Thomas Private Wealth
Arizona
$12.6M -$5.14M -102,232 -29%
ES
178
Eagle Strategies
New York
$12.6M +$1.15M +22,971 +10%
MFP
179
Meridian Financial Partners
Virginia
$12.5M -$616K -12,254 -5%
SAS
180
Sage Advisory Services
Texas
$12.1M -$1.37M -27,339 -10%
NW
181
Naviter Wealth
Arkansas
$12M -$21.4K -426 -0.2%
DWM
182
Dakota Wealth Management
Florida
$11.9M +$561K +11,172 +5%
CFG
183
Cooper Financial Group
California
$11.9M +$1.01M +20,112 +9%
CCA
184
Cobblestone Capital Advisors
New York
$11.9M -$1.21M -24,120 -9%
SWP
185
Stratos Wealth Partners
Ohio
$11.9M -$5.85M -116,391 -33%
SC
186
Saiph Capital
New Jersey
$11.8M +$3.36M +66,924 +40%
DADC
187
D.A. Davidson & Co
Montana
$11.6M -$36.6M -728,393 -76%
ACG
188
Allen Capital Group
Nebraska
$11.4M +$11.4M +227,094 New
PMG
189
ProVise Management Group
Florida
$11.4M -$1.84M -36,662 -14%
LWMG
190
Levy Wealth Management Group
Pennsylvania
$11.3M -$1.26M -25,119 -10%
RA
191
Ruggaard & Associates
Ohio
$11.3M +$11.2M +223,571 New
CFD
192
Creative Financial Designs
Indiana
$11.1M +$1.17M +23,281 +12%
TYCC
193
Texas Yale Capital Corp
Florida
$10.9M -$3.34M -66,421 -23%
FBFS
194
First Business Financial Services
Wisconsin
$10.9M +$640K +12,738 +6%
HCA
195
Horan Capital Advisors
Ohio
$10.8M -$32K -636 -0.3%
BFO
196
Boston Family Office
Massachusetts
$10.8M -$98K -1,951 -0.9%
KPWS
197
Kestra Private Wealth Services
Texas
$10.7M +$4.21M +83,694 +65%
CWC
198
Carolinas Wealth Consulting
North Carolina
$10.7M +$4.83M +96,024 +83%
KL
199
KWMG LLC
Kansas
$10.6M +$284K +5,658 +3%
HFRG
200
Houlihan Financial Resource Group
Virginia
$10.5M +$1.42M +28,213 +16%

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.