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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
JAG
201
Journey Advisory Group
Kentucky
$9.8M +$889K +17,718 +10%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$9.79M -$5.55M -110,562 -36%
LCGC
203
Legacy Capital Group California
California
$9.74M -$54.4K -1,085 -0.6%
CCG
204
Chatham Capital Group
Georgia
$9.65M -$740K -14,740 -7%
JWA
205
JFS Wealth Advisors
Pennsylvania
$9.59M +$1.07M +21,321 +13%
MWM
206
Magnolia Wealth Management
Alabama
$9.57M +$104K +2,082 +1%
EWA
207
Encompass Wealth Advisors
Oregon
$9.56M +$46.5K +926 +0.5%
MF
208
Meridian Financial
Massachusetts
$9.38M +$411K +8,191 +5%
EFS
209
Essex Financial Services
Connecticut
$9.29M +$1.04M +20,799 +13%
TYCC
210
Texas Yale Capital Corp
Florida
$9.26M -$125K -2,500 -1%
HH
211
Hilltop Holdings
Texas
$9.1M -$589K -11,743 -6%
RA
212
Rockingstone Advisors
Massachusetts
$9.06M -$6.2M -123,595 -41%
CWA
213
Choice Wealth Advisors
Maine
$9.01M +$410K +8,176 +5%
PCIA
214
Prime Capital Investment Advisors
Kansas
$8.99M -$2.78M -55,356 -24%
RCA
215
Resonant Capital Advisors
Wisconsin
$8.83M -$384K -7,650 -4%
YWS
216
Yarger Wealth Strategies
Ohio
$8.81M +$265K +5,277 +3%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$8.76M -$16.6M -330,940 -65%
LL
218
LPWM LLC
Minnesota
$8.72M -$3.21M -64,006 -27%
LAM
219
Lifestyle Asset Management
Texas
$8.71M -$23K -459 -0.3%
HFS
220
Heritage Financial Services
Massachusetts
$8.69M -$517K -10,310 -6%
JWM
221
Janiczek Wealth Management
Colorado
$8.6M -$1.16M -23,126 -12%
RW
222
REDW Wealth
New Mexico
$8.56M +$759K +15,132 +10%
CCA
223
Cobblestone Capital Advisors
New York
$8.56M -$794K -15,829 -9%
LSIA
224
LaSalle St. Investment Advisors
Illinois
$8.54M -$80.9K -1,613 -9%
OLVIG
225
Oliver Lagore Vanvalin Investment Group
Michigan
$8.52M +$8.43M +167,932 +9,861%

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.