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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
AIM
301
Anchor Investment Management
South Carolina
$5.22M +$383K +7,601 +8%
OMC
302
Old Mission Capital
Illinois
$5.2M +$3.93M +78,039 +312%
M1FG
303
Mach-1 Financial Group
Arkansas
$5.12M +$102K +2,032 +2%
BCWM
304
Bartlett & Co Wealth Management
Ohio
$5.04M -$344K -6,831 -6%
FP
305
Financial Perspectives
Minnesota
$5M -$56K -1,113 -1%
CPIG
306
Chicago Partners Investment Group
Illinois
$4.99M +$535K +10,625 +12%
UAG
307
United Advisor Group
Ohio
$4.97M +$4.96M +98,590 New
YIA
308
YHB Investment Advisors
Connecticut
$4.81M +$1.15M +22,933 +32%
GWM
309
Geneos Wealth Management
Colorado
$4.8M -$1.24M -24,639 -21%
WPA
310
West Paces Advisors
Georgia
$4.79M +$689K +13,679 +17%
SPIA
311
Steward Partners Investment Advisory
New York
$4.77M +$807K +16,021 +20%
BL
312
BFSG LLC
California
$4.75M +$253K +5,020 +6%
SAA
313
Southeast Asset Advisors
Georgia
$4.73M +$2.87M +57,068 +155%
CF
314
Centaurus Financial
California
$4.72M -$356K -7,061 -7%
FW
315
FirstPurpose Wealth
Utah
$4.72M +$131K +2,610 +3%
PSCM
316
Per Stirling Capital Management
Texas
$4.7M -$887K -17,616 -16%
FAM
317
Frontier Asset Management
Wyoming
$4.7M +$876K +17,397 +23%
TC
318
TAP Consulting
Missouri
$4.69M -$2.45M -48,636 -34%
SRC
319
Sage Rhino Capital
California
$4.63M +$277K +5,510 +6%
GAM
320
Gotham Asset Management
New York
$4.63M +$1.44M +28,679 +45%
ACA
321
Aspire Capital Advisors
Washington
$4.61M -$760K -15,095 -14%
SW
322
SlateStone Wealth
Florida
$4.61M +$4.15M +82,400 +916%
FM
323
Foster & Motley
Ohio
$4.55M -$1.63M -32,344 -26%
Creative Planning
324
Creative Planning
Kansas
$4.55M -$701K -13,917 -13%
KPWS
325
Kestra Private Wealth Services
Texas
$4.54M -$2.06M -40,997 -31%

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.