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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
Baird Financial Group
251
Baird Financial Group
Wisconsin
$6.81M -$3.02M -59,943 -31%
NCM
252
Noesis Capital Mangement
Florida
$6.8M +$515K +10,220 +8%
CJFS
253
Coulter & Justus Financial Services
Tennessee
$6.8M +$6.79M +134,784 New
GCA
254
Gradient Capital Advisors
California
$6.73M -$141K -2,806 -2%
AWMS
255
Advocacy Wealth Management Services
Georgia
$6.7M -$981K -19,482 -13%
ACG
256
Allen Capital Group
Nebraska
$6.69M +$854K +16,970 +15%
IFG
257
Independent Financial Group
California
$6.66M -$81.7K -1,622 -1%
PWP
258
Principle Wealth Partners
Connecticut
$6.6M -$169K -3,358 -3%
TIA
259
Tiemann Investment Advisors
California
$6.57M +$13.4K +266 +0.2%
CPW
260
Crestmont Private Wealth
Texas
$6.53M -$518K -10,288 -7%
OA
261
Oxbow Advisors
Texas
$6.51M +$960K +19,067 +17%
ACS
262
Archford Capital Strategies
Illinois
$6.47M +$660K +13,111 +11%
Lido Advisors
263
Lido Advisors
California
$6.47M -$1.58M -31,414 -20%
SPC
264
Sigma Planning Corp
Michigan
$6.45M +$3.09M +61,448 +92%
RRA
265
Round Rock Advisors
Connecticut
$6.42M +$242K +4,800 +4%
PCIA
266
Prime Capital Investment Advisors
Kansas
$6.42M -$2.61M -51,795 -29%
AFA
267
American Financial Advisors
Georgia
$6.41M +$179K +3,548 +3%
FWM
268
Forza Wealth Management
Florida
$6.41M -$150K -2,980 -2%
BA
269
Bristlecone Advisors
Washington
$6.41M -$159K -3,157 -2%
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$6.36M +$1.17M +23,220 +23%
FWA
271
FSM Wealth Advisors
Ohio
$6.31M +$369K +7,333 +6%
IA
272
IFG Advisory
Georgia
$6.17M +$413K +8,212 +7%
SC
273
Scotia Capital
Ontario, Canada
$6.15M -$669K -13,282 -10%
MAG
274
Mayfair Advisory Group
Alabama
$6.11M +$284K +5,646 +5%
FIBT
275
First International Bank & Trust
North Dakota
$6.1M -$2.08M -41,241 -25%

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.