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JPMorgan Ultra-Short Income ETF

977 hedge funds and large institutions have $18.9B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 424 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 382

6% more capital invested

Capital invested by funds: $17.7B → $18.9B (+$1.13B)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

1% less funds holding

Funds holding: 987977 (-10)

1.15% less ownership

Funds ownership: 73.11%71.96% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 134128 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
977
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
14.03%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.84%
New
78
Increased
424
Reduced
382
Closed
74
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Change in
Stake
ICP
251
Interchange Capital Partners
Pennsylvania
$6.94M -$1.59M -31,450 -19%
Lido Advisors
252
Lido Advisors
California
$6.92M +$345K +6,825 +5%
GFG
253
Goldstone Financial Group
Illinois
$6.91M -$8.74M -173,009 -56%
CPW
254
Crestmont Private Wealth
Texas
$6.77M +$261K +5,170 +4%
MA
255
Montag & Associates
Georgia
$6.77M -$24.6M -485,971 -78%
ATPW
256
Ashton Thomas Private Wealth
Arizona
$6.76M -$1.89M -37,442 -22%
JWCA
257
J.W. Coons Advisors
Ohio
$6.72M +$360K +7,128 +6%
WIM
258
Westside Investment Management
California
$6.7M -$406K -8,035 -6%
GCA
259
Gradient Capital Advisors
California
$6.7M +$2.22K +44 +0%
IA
260
IFG Advisory
Georgia
$6.69M +$488K +9,653 +8%
ACA
261
Aptus Capital Advisors
Alabama
$6.68M +$2.73M +54,092 +70%
SFS
262
Sowell Financial Services
Arkansas
$6.66M -$1.68M -33,252 -20%
BA
263
Bristlecone Advisors
Washington
$6.64M -$38.9K -770 -0.6%
PWP
264
Principle Wealth Partners
Connecticut
$6.6M +$206K +4,086 +3%
TIA
265
Tiemann Investment Advisors
California
$6.55M -$107K -2,119 -2%
RRA
266
Round Rock Advisors
Connecticut
$6.55M +$121K +2,388 +2%
WB
267
Webster Bank
Connecticut
$6.54M +$863K +17,076 +15%
SC
268
Scotia Capital
Ontario, Canada
$6.53M -$4.07M -80,580 -39%
LWM
269
Lodestone Wealth Management
Washington
$6.53M +$1.06M +20,980 +19%
OA
270
Oxbow Advisors
Texas
$6.51M +$369K +7,295 +6%
DWP
271
Daymark Wealth Partners
Ohio
$6.51M +$370K +7,317 +6%
AFA
272
American Financial Advisors
Georgia
$6.48M +$1.57M +31,012 +32%
WCM
273
Windsor Capital Management
Arizona
$6.42M +$382K +7,558 +6%
AI
274
Auour Investments
Massachusetts
$6.38M +$2.42M +47,821 +61%
BRWA
275
B. Riley Wealth Advisors
Florida
$6.36M -$393K -7,769 -6%

JPST Hedge Fund Activity: Q3 2024 in Review

977 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2024, worth a combined $18.9B — up 6.3% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new JPST positions and 74 closed out — a net gain of 4 holders — while 424 added to existing stakes and 382 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $770M. The largest seller was Bank of America, cutting an estimated $36.6M.

  • 977 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2024, down from 987 in Q2 2024.
  • Funds reported $18.9B of JPMorgan Ultra-Short Income ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 78 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2024 and 74 closed out, a net change of +4 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $770M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2024 was Bank of America, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2024.