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JPMorgan Ultra-Short Income ETF

952 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 375 increasing their positions, 423 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 70

1% less funds holding

Funds holding: 966952 (-14)

11% less funds holding in top 10

Funds holding in top 10: 158141 (-17)

11% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 423

14.36% less ownership

Funds ownership: 88.15%73.8% (-14%)

15% less capital invested

Capital invested by funds: $19.6B → $16.7B (-$2.94B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $434K

Holders
952
Holders Change
-14
Holders Change %
-1.45%
% of All Funds
13.71%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.03%
New
73
Increased
375
Reduced
423
Closed
70
Calls
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
226
Paces Ferry Wealth Advisors
Georgia
$8.16M +$376K +7,466 +5%
HH
227
Hilltop Holdings
Texas
$8.1M -$1.04M -20,602 -11%
SFP
228
Sandbox Financial Partners
Maryland
$8.08M -$2.84M -56,433 -26%
ATPW
229
Ashton Thomas Private Wealth
Arizona
$7.93M -$468K -9,291 -6%
CWC
230
Carolinas Wealth Consulting
North Carolina
$7.92M +$902K +17,922 +13%
SF
231
Symphony Financial
Texas
$7.91M +$600K +11,907 +8%
GLA
232
Good Life Advisors
Pennsylvania
$7.81M +$62.9K +1,250 +0.8%
GRP
233
Global Retirement Partners
California
$7.76M -$616K -12,244 -7%
PA
234
Paragon Advisors
Texas
$7.6M -$8.84M -175,595 -54%
TFM
235
Trademark Financial Management
Minnesota
$7.6M -$256K -5,087 -3%
FNT
236
First National Trust
Pennsylvania
$7.47M -$4.5M -89,395 -38%
SHGA
237
Sand Hill Global Advisors
California
$7.46M +$1.62M +32,242 +28%
JWCA
238
J.W. Cole Advisors
Florida
$7.43M +$65.6K +1,302 +0.9%
MRCM
239
M&R Capital Management
New Jersey
$7.34M -$792K -15,734 -10%
ACP
240
Arcus Capital Partners
Georgia
$7.32M +$1.65M +32,758 +29%
WIM
241
Westside Investment Management
California
$7.26M +$68.8K +1,366 +1%
CTA
242
Colonial Trust Advisors
South Carolina
$7.24M -$407K -8,093 -5%
EWM
243
Elmwood Wealth Management
California
$7.24M +$3.01M +59,848 +72%
I2I
244
Insight 2811 Inc
Illinois
$7.13M +$1.45M +28,880 +26%
BFO
245
Boston Family Office
Massachusetts
$7.11M -$864K -17,161 -11%
SWA
246
Stratos Wealth Advisors
Ohio
$7.1M +$1.62M +32,155 +30%
CF
247
Concorde Financial
Texas
$7.1M -$1.38M -27,482 -16%
DMBA
248
Deseret Mutual Benefit Administrators
Utah
$7.08M +$2.06K +41 +0%
CFGF
249
Compass Financial Group (Florida)
Florida
$6.96M -$15.3K -303 -0.2%
PWM
250
Perigon Wealth Management
California
$6.92M +$1.5M +29,774 +28%

JPST Hedge Fund Activity: Q1 2024 in Review

952 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2024, worth a combined $16.7B — down 15% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new JPST positions and 70 closed out — a net gain of 3 holders — while 375 added to existing stakes and 423 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $531M. The largest seller was Morgan Stanley, cutting an estimated $2.92B.

  • 952 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2024, down from 966 in Q4 2023.
  • Funds reported $16.7B of JPMorgan Ultra-Short Income ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 73 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2024 and 70 closed out, a net change of +3 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $531M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.92B sold.

Based on aggregated 13F filings for Q1 2024.