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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
OIA
176
OneDigital Investment Advisors
Kansas
$11.3M -$20.9M -417,332 -65%
WCM
177
Wunderlich Capital Managemnt
Tennessee
$11.3M -$2.71M -54,101 -19%
VWM
178
Valley Wealth Managers
New Jersey
$11.2M +$2.78M +55,325 +33%
AWAU
179
Alliance Wealth Advisors (Utah)
Utah
$11.2M -$53.5K -1,066 -0.5%
NF
180
NavPoint Financial
Minnesota
$11.1M +$11.1M +220,839 New
CAAS
181
Capital Asset Advisory Services
Michigan
$11M +$3.31M +65,949 +43%
SCA
182
Scott Capital Advisors
Oregon
$11M -$253K -5,034 -2%
NG
183
Norden Group
Utah
$11M -$3.57M -71,109 -25%
IPW
184
IronBridge Private Wealth
Texas
$10.9M -$625K -12,447 -5%
FBFS
185
First Business Financial Services
Wisconsin
$10.9M +$352K +7,017 +3%
PA
186
Prism Advisors
California
$10.9M -$1.35M -26,836 -11%
SFP
187
Sandbox Financial Partners
Maryland
$10.9M +$49.6K +989 +0.5%
SFS
188
Sowell Financial Services
Arkansas
$10.9M -$2.45M -48,798 -18%
HFRG
189
Houlihan Financial Resource Group
Virginia
$10.8M -$152K -3,028 -1%
VAM
190
Vienna Asset Management
California
$10.5M +$10.5M +208,860 New
HWP
191
Highline Wealth Partners
California
$10.4M -$1.06M -21,040 -9%
LA
192
LexAurum Advisors
Kansas
$10.2M +$237K +4,726 +2%
CA
193
Crewe Advisors
Utah
$10.2M -$206K -4,109 -2%
Citigroup
194
Citigroup
New York
$10.1M -$398K -7,923 -4%
Truist Financial
195
Truist Financial
North Carolina
$10.1M -$8.04M -160,193 -44%
PMG
196
ProVise Management Group
Florida
$10.1M +$22.8K +455 +0.2%
HSG
197
Helen Stephens Group
Texas
$10.1M +$336K +6,693 +3%
KF
198
Krilogy Financial
Missouri
$9.99M +$613K +12,213 +7%
LWA
199
Lowe Wealth Advisors
Maryland
$9.95M -$176K -3,513 -2%
HCA
200
Horan Capital Advisors
Ohio
$9.87M -$316K -6,290 -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.