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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
UAG
301
United Advisor Group
Ohio
$5.57M +$662K +13,103 +14%
TCM
302
Tradewinds Capital Management
Washington
$5.5M -$57.9K -1,145 -1%
YIA
303
YHB Investment Advisors
Connecticut
$5.47M -$270K -5,339 -5%
OLVIG
304
Oliver Lagore Vanvalin Investment Group
Michigan
$5.47M +$141K +2,799 +3%
CCA
305
Childress Capital Advisors
Texas
$5.47M +$687K +13,605 +14%
IPA
306
Investment Planning Advisors
Georgia
$5.45M
BAWC
307
Boyce & Associates Wealth Consulting
Texas
$5.38M +$1.39M +27,444 +35%
BCI
308
Brinker Capital Investments
Pennsylvania
$5.37M +$700K +13,857 +15%
OPS
309
Orion Portfolio Solutions
Nebraska
$5.37M +$700K +13,857 +15%
AA
310
Advisory Alpha
Michigan
$5.31M -$527K -10,431 -9%
CPIG
311
Chicago Partners Investment Group
Illinois
$5.28M +$282K +5,584 +6%
Envestnet Portfolio Solutions
312
Envestnet Portfolio Solutions
Illinois
$5.11M -$1.18M -23,433 -19%
JIP
313
Jaffetilchin Investment Partners
Florida
$5.1M +$440K +8,704 +9%
FFN
314
Focus Financial Network
Minnesota
$5.08M +$3.73M +73,788 +281%
PCIA
315
Prime Capital Investment Advisors
Kansas
$5.07M -$924K -18,276 -15%
LIG
316
Lokken Investment Group
Delaware
$5.04M +$240K +4,741 +5%
MAG
317
Mayfair Advisory Group
Alabama
$5.01M -$639K -12,651 -11%
AWMS
318
Advocacy Wealth Management Services
Georgia
$5.01M -$992K -19,641 -17%
WCFA
319
Walkner Condon Financial Advisors
Wisconsin
$5M -$13.3K -263 -0.3%
TCM
320
Triumph Capital Management
Colorado
$4.99M -$992K -19,639 -17%
FIM
321
Freedom Investment Management
Connecticut
$4.96M -$2.06M -40,848 -29%
PCMC
322
Private Capital Management (Colorado)
Colorado
$4.93M +$529K +10,470 +12%
AR
323
Apeiron RIA
Texas
$4.92M -$416K -8,231 -8%
OC
324
Oppenheimer & Co
New York
$4.84M +$38.8K +767 +0.8%
WWS
325
Wellington Wealth Strategies
Indiana
$4.77M +$4.76M +94,190 New

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.