We are live on ! Find out more
JPST icon

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
Morgan Stanley
1
Morgan Stanley
New York
$5.64B +$2.77B +55,253,811 +97%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.77B +$861M +17,151,652 +95%
Bank of America
3
Bank of America
North Carolina
$831M -$39M -777,456 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$705M -$84M -1,673,453 -11%
Charles Schwab
5
Charles Schwab
California
$676M +$155M +3,081,352 +30%
LPL Financial
6
LPL Financial
California
$492M +$25.4M +506,695 +5%
UBS Group
7
UBS Group
Switzerland
$450M -$28.1M -559,546 -6%
HWM
8
HB Wealth Management
Georgia
$381M +$29.8M +593,425 +8%
Wells Fargo
9
Wells Fargo
California
$374M -$27.7M -551,477 -7%
Jane Street
10
Jane Street
New York
$302M +$270M +5,372,369 +829%
Cerity Partners
11
Cerity Partners
New York
$229M -$22.2M -441,605 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$185M -$9.87M -196,645 -5%
Betterment LLC
13
Betterment LLC
New York
$179M -$5.32M -105,992 -3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$177M +$14.7M +293,360 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$136M -$46.3M -923,432 -25%
Osaic Holdings
16
Osaic Holdings
Arizona
$134M -$56.4M -1,124,134 -30%
TC
17
TownSquare Capital
Utah
$122M -$10.9M -217,268 -8%
FDCP
18
Foster Dykema Cabot & Partners
Massachusetts
$120M +$119M +2,372,247 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$105M -$27.9M -556,587 -21%
AWM
20
AE Wealth Management
Kansas
$98.5M +$27.3M +544,863 +39%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$96.2M -$9.07M -180,714 -9%
Goldman Sachs
22
Goldman Sachs
New York
$93.6M +$93.5M +1,862,915 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$85.5M -$61.3M -1,220,684 -42%
S
24
SignatureFD
Georgia
$82M -$6.6M -131,453 -7%
SWM
25
Spire Wealth Management
Virginia
$80.4M -$3.41M -68,001 -4%

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.