JPMorgan Ultra-Short Income ETF
JPST
965 hedge funds and large institutions have $16.3B invested in JPMorgan Ultra-Short Income ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 60 closing their positions.
40% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 60
3% more funds holding in top 10
Funds holding in top 10: 160 → 165 (+5)
1% more funds holding
Funds holding: 951 → 965 (+14)
1.71% less ownership
Funds ownership: 73.21% → 71.49% (-1.7%)
20% less repeat investments, than reductions
Existing positions increased: 356 | Existing positions reduced: 446
51% less capital inflows, than outflows
Capital inflows: $1.21B | Capital outflows: $2.44B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$257M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$52.6M |
| 3 |
Beacon Pointe Advisors
Newport Beach,
California
|
+$41.8M |
| 4 |
ACT Advisors
Asheville,
North Carolina
|
+$30.7M |
| 5 |
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Avantax Advisory Services
Dallas,
Texas
|
-$413M |
| 2 |
Jane Street
New York
|
-$287M |
| 3 |
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$255M |
| 4 |
Morgan Stanley
New York
|
-$150M |
| 5 |
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$119M |
JPST Hedge Fund Activity: Q3 2023 in Review
965 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2023, worth a combined $16.3B — down 7.1% from $17.5B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new JPST positions and 60 closed out — a net gain of 24 holders — while 356 added to existing stakes and 446 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $257M. The largest seller was Avantax Advisory Services, cutting an estimated $413M.
- 965 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2023, up from 951 in Q2 2023.
- Funds reported $16.3B of JPMorgan Ultra-Short Income ETF stock for Q3 2023, down 7.1% quarter-over-quarter.
- 84 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2023 and 60 closed out, a net change of +24 holders.
- The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $257M added.
- The largest JPMorgan Ultra-Short Income ETF seller in Q3 2023 was Avantax Advisory Services, an estimated $413M sold.
Based on aggregated 13F filings for Q3 2023.