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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
SWM
326
Sanctuary Wealth Management
Idaho
$4.54M +$1.8M +35,816 +66%
CT
327
Colonial Trust
South Carolina
$4.53M -$125K -2,483 -3%
FEG
328
Financial Enhancement Group
Indiana
$4.51M -$152K -3,013 -3%
BCI
329
Brinker Capital Investments
Pennsylvania
$4.47M -$1.73M -34,333 -28%
OPS
330
Orion Portfolio Solutions
Nebraska
$4.47M -$1.73M -34,333 -28%
EA
331
Ergawealth Advisors
Illinois
$4.43M -$304K -6,044 -6%
AHC
332
Adell Harriman & Carpenter
Texas
$4.39M -$83.6K -1,661 -2%
FF
333
Friedenthal Financial
New Jersey
$4.35M +$4.34M +86,250 New
ACA
334
Aptus Capital Advisors
Alabama
$4.32M -$199K -3,960 -4%
CCA
335
Childress Capital Advisors
Texas
$4.31M +$407K +8,093 +10%
PCMC
336
Private Capital Management (Colorado)
Colorado
$4.29M -$119K -2,365 -3%
SAM
337
SP Asset Management
California
$4.24M -$1.07M -21,239 -20%
CCG
338
Catalina Capital Group
California
$4.23M -$146K -2,895 -3%
MWM
339
Mosley Wealth Management
California
$4.18M -$926K -18,387 -18%
PFS
340
Prospera Financial Services
Texas
$4.18M -$816K -16,215 -16%
FCA
341
FinTrust Capital Advisors
South Carolina
$4.17M -$11.8K -234 -0.3%
CFD
342
Creative Financial Designs
Indiana
$4.16M +$1.93M +38,342 +87%
PA
343
Procyon Advisors
Connecticut
$4.15M +$3.87M +76,927 +1,423%
CW
344
CIC Wealth
Maryland
$4.13M +$599K +11,895 +17%
OC
345
Oppenheimer & Co
New York
$4.13M +$1.03M +20,492 +33%
LWM
346
Lionsbridge Wealth Management
Florida
$4.11M +$52.1K +1,034 +1%
ACM
347
Alpha Capital Management
Texas
$4.1M -$470K -9,325 -10%
FAM
348
Family Asset Management
South Carolina
$4.08M +$281K +5,576 +7%
FAIM
349
Financial Advocates Investment Management
Washington
$4.08M -$384K -7,628 -8%
PAG
350
Paladin Advisory Group
Iowa
$4.06M -$256K -5,083 -6%

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.