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JPMorgan Ultra-Short Income ETF

1,075 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 476 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 59

38% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 345

18% more funds holding in top 10

Funds holding in top 10: 128151 (+23)

12% more capital invested

Capital invested by funds: $18.9B → $21.2B (+$2.35B)

10% more funds holding

Funds holding: 9771,075 (+98)

3.07% more ownership

Funds ownership: 71.96%75.03% (+3.1%)

Holders
1,075
Holders Change
+98
Holders Change %
+10.03%
% of All Funds
14.16%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
1.99%
New
174
Increased
476
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Perigon Wealth Management
California
$6.96M +$879K +17,396 +14%
CPWA
277
Cerro Pacific Wealth Advisors
California
$6.92M +$577K +11,418 +9%
WB
278
Webster Bank
Connecticut
$6.87M +$387K +7,663 +6%
BWS
279
Buck Wealth Strategies
Colorado
$6.86M +$2.46M +48,661 +56%
PWP
280
Principle Wealth Partners
Connecticut
$6.85M +$299K +5,927 +5%
GCA
281
Gradient Capital Advisors
California
$6.73M +$80.8K +1,600 +1%
LWM
282
Lodestone Wealth Management
Washington
$6.62M +$146K +2,881 +2%
NW
283
NewEdge Wealth
Pennsylvania
$6.54M +$260K +5,154 +4%
DWP
284
Daymark Wealth Partners
Ohio
$6.53M +$66.3K +1,312 +1%
FWM
285
Forza Wealth Management
Florida
$6.51M +$244K +4,825 +4%
PMG
286
ProVise Management Group
Florida
$6.5M +$952K +18,841 +17%
CPIG
287
Chicago Partners Investment Group
Illinois
$6.5M +$1.23M +24,354 +23%
JIP
288
Jaffetilchin Investment Partners
Florida
$6.48M +$1.42M +28,061 +28%
GAM
289
Gotham Asset Management
New York
$6.46M +$417K +8,251 +7%
GRP
290
Global Retirement Partners
California
$6.43M -$852K -16,866 -12%
TFM
291
Trademark Financial Management
Minnesota
$6.42M -$840K -16,631 -12%
FCFC
292
First Citizens Financial Corp
Iowa
$6.41M +$442K +8,758 +7%
BRWA
293
B. Riley Wealth Advisors
Florida
$6.4M +$56.2K +1,112 +0.9%
AIM
294
Anchor Investment Management
South Carolina
$6.4M +$557K +11,022 +10%
WIM
295
Westside Investment Management
California
$6.39M -$276K -5,457 -4%
ICP
296
Interchange Capital Partners
Pennsylvania
$6.34M -$553K -10,946 -8%
AFA
297
American Financial Advisors
Georgia
$6.32M -$111K -2,207 -2%
TL
298
Tradewinds LLC
North Carolina
$6.29M +$2.37M +46,868 +59%
CTA
299
Colonial Trust Advisors
South Carolina
$6.28M +$249K +4,940 +4%
SWM
300
Sanctuary Wealth Management
Idaho
$6.28M +$151K +2,995 +2%

JPST Hedge Fund Activity: Q4 2024 in Review

1,075 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2024, worth a combined $21.2B — up 12% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new JPST positions and 59 closed out — a net gain of 115 holders — while 476 added to existing stakes and 345 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.21B. The largest seller was Charles Schwab, cutting an estimated $132M.

  • 1,075 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2024, up from 977 in Q3 2024.
  • Funds reported $21.2B of JPMorgan Ultra-Short Income ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 174 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2024 and 59 closed out, a net change of +115 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.21B added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2024 was Charles Schwab, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2024.