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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
TIA
301
Tiemann Investment Advisors
California
$6.24M -$261K -5,171 -4%
KWM
302
Kingsview Wealth Management
Oregon
$6.23M +$1.67M +33,126 +37%
FEG
303
Financial Enhancement Group
Indiana
$6.16M +$3.02M +59,861 +96%
RGF
304
Retirement Guys Formula
Ohio
$6.09M +$5.39M +106,737 +757%
DMBA
305
Deseret Mutual Benefit Administrators
Utah
$6.08M
CI
306
Ceera Investments
Texas
$6.07M +$4.81M +95,157 +375%
SFS
307
Sowell Financial Services
Arkansas
$6.07M -$537K -10,640 -8%
LHC
308
Little House Capital
Massachusetts
$6.03M +$497K +9,847 +9%
Neuberger Berman Group
309
Neuberger Berman Group
New York
$6.01M +$2.74M +54,249 +83%
UAG
310
United Advisor Group
Ohio
$5.99M +$461K +9,124 +8%
WPA
311
West Paces Advisors
Georgia
$5.97M +$193K +3,828 +3%
OLVIG
312
Oliver Lagore Vanvalin Investment Group
Michigan
$5.96M +$535K +10,597 +10%
EWM
313
Elmwood Wealth Management
California
$5.91M -$163K -3,234 -3%
FIBT
314
First International Bank & Trust
North Dakota
$5.89M -$408K -8,087 -6%
GWANC
315
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.88M +$86.2K +1,707 +1%
Lido Advisors
316
Lido Advisors
California
$5.82M -$1.08M -21,339 -16%
CSWG
317
Cardinal Strategic Wealth Guidance
Kentucky
$5.82M +$33.4K +662 +0.6%
WCM
318
Windsor Capital Management
Arizona
$5.71M -$671K -13,288 -10%
YIA
319
YHB Investment Advisors
Connecticut
$5.66M +$229K +4,539 +4%
CF
320
Concorde Financial
Texas
$5.65M -$438K -8,669 -7%
VAM
321
Vienna Asset Management
California
$5.64M -$4.64M -91,958 -45%
MWM
322
Modern Wealth Management
Kansas
$5.62M +$5.63M +111,499 New
SA
323
Scarborough Advisors
Maryland
$5.58M +$5.6M +110,847 New
WWM
324
WJ Wealth Management
Arizona
$5.58M +$5.59M +110,744 New
TRCT
325
Tower Research Capital (TRC)
New York
$5.52M +$5.53M +109,548 New

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.