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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
IWN
276
Independent Wealth Network
Iowa
$6.05M -$170K -3,371 -3%
AWM
277
Aprio Wealth Management
Georgia
$6.03M -$27.6M -548,720 -82%
JWCA
278
J.W. Coons Advisors
Ohio
$6.03M +$13.3K +265 +0.2%
SSB
279
Sandy Spring Bank
Maryland
$5.96M +$521K +10,342 +10%
VWM
280
VCI Wealth Management
Missouri
$5.95M -$701K -13,914 -11%
IWM
281
IHT Wealth Management
Illinois
$5.95M -$10.9M -217,316 -65%
WCM
282
Windsor Capital Management
Arizona
$5.94M -$127K -2,532 -2%
GWANC
283
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.9M -$273K -5,422 -4%
CA
284
Cornerstone Advisory
Maryland
$5.87M -$16.9M -336,385 -74%
LWMG
285
Levy Wealth Management Group
Pennsylvania
$5.83M
FIA
286
Foundations Investment Advisors
Arizona
$5.8M +$449K +8,917 +8%
WCFA
287
Walkner Condon Financial Advisors
Wisconsin
$5.78M +$1.24M +24,604 +27%
PMG
288
ProVise Management Group
Florida
$5.76M -$4.39M -87,259 -43%
Susquehanna International Group
289
Susquehanna International Group
Pennsylvania
$5.74M +$5.73M +113,754 New
CAM
290
Cobblestone Asset Management
Virginia
$5.74M -$2.23M -44,203 -28%
AR
291
Apeiron RIA
Texas
$5.71M -$64.5K -1,281 -1%
NW
292
NewEdge Wealth
Pennsylvania
$5.69M -$9.58M -190,301 -63%
DWP
293
Daymark Wealth Partners
Ohio
$5.66M +$68.9K +1,369 +1%
CSWG
294
Cardinal Strategic Wealth Guidance
Kentucky
$5.64M +$138K +2,750 +3%
SA
295
Stewardship Advisors
Pennsylvania
$5.61M -$9.36M -185,870 -63%
OCM
296
One Capital Management
California
$5.57M -$474K -9,423 -8%
AA
297
Advisory Alpha
Michigan
$5.49M +$1.18M +23,489 +28%
TCM
298
Tradewinds Capital Management
Washington
$5.48M +$41.5K +825 +0.8%
HFS
299
Howard Financial Services
Texas
$5.28M -$67.9K -1,349 -1%
LWM
300
Lodestone Wealth Management
Washington
$5.26M -$178K -3,534 -3%

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.