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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
FIBT
276
First International Bank & Trust
North Dakota
$6.35M +$34.5K +682 +0.5%
NW
277
NewEdge Wealth
Pennsylvania
$6.33M -$916K -18,132 -13%
FWM
278
Forza Wealth Management
Florida
$6.31M -$32.8K -650 -0.5%
CPWA
279
Cerro Pacific Wealth Advisors
California
$6.31M +$92.7K +1,835 +1%
AFO
280
Allie Family Office
Florida
$6.25M +$6.22M +123,115 New
JFGIW
281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.25M +$194K +3,832 +3%
SWM
282
Sanctuary Wealth Management
Idaho
$6.17M +$249K +4,935 +4%
M1FG
283
Mach-1 Financial Group
Arkansas
$6.17M +$734K +14,533 +14%
DMBA
284
Deseret Mutual Benefit Administrators
Utah
$6.12M -$17M -337,344 -74%
EWM
285
Elmwood Wealth Management
California
$6.12M -$713K -14,114 -10%
PWM
286
Perigon Wealth Management
California
$6.11M -$845K -16,717 -12%
CF
287
Concorde Financial
Texas
$6.11M -$1.15M -22,705 -16%
GAM
288
Gotham Asset Management
New York
$6.09M +$752K +14,891 +14%
CTA
289
Colonial Trust Advisors
South Carolina
$6.08M -$845K -16,730 -12%
FCFC
290
First Citizens Financial Corp
Iowa
$6.01M +$3.13M +61,989 +110%
AIM
291
Anchor Investment Management
South Carolina
$5.88M +$200K +3,967 +4%
SA
292
Sanctuary Advisors
Indiana
$5.85M +$236K +4,672 +4%
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$5.84M -$172K -3,394 -3%
GWANC
294
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.84M +$66.1K +1,308 +1%
CSWG
295
Cardinal Strategic Wealth Guidance
Kentucky
$5.83M +$137K +2,721 +2%
WPA
296
West Paces Advisors
Georgia
$5.82M +$575K +11,377 +11%
AWM
297
Aprio Wealth Management
Georgia
$5.8M +$62.1K +1,229 +1%
TC
298
TAP Consulting
Missouri
$5.6M +$793K +15,686 +17%
PMG
299
ProVise Management Group
Florida
$5.59M -$76.8K -1,520 -1%
LHC
300
Little House Capital
Massachusetts
$5.57M -$4.74M -93,817 -46%

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.