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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
HFS
326
Howard Financial Services
Texas
$4.68M -$358K -7,093 -7%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$4.66M -$248K -4,901 -5%
GWM
328
Gibbs Wealth Management
Georgia
$4.66M +$902K +17,858 +24%
PAG
329
Paladin Advisory Group
Iowa
$4.64M -$120K -2,372 -3%
SW
330
SlateStone Wealth
Florida
$4.64M
BFO
331
Boston Family Office
Massachusetts
$4.62M -$345K -6,819 -7%
KWM
332
Kingsview Wealth Management
Oregon
$4.59M +$3.05M +60,316 +200%
ACM
333
Advisors Capital Management
New Jersey
$4.59M -$111K -2,190 -2%
PA
334
Procyon Advisors
Connecticut
$4.58M +$120K +2,374 +3%
CFD
335
Creative Financial Designs
Indiana
$4.56M +$313K +6,197 +7%
PSCM
336
Per Stirling Capital Management
Texas
$4.53M +$568K +11,243 +14%
IIC
337
Ironwood Investment Counsel
Arizona
$4.5M +$1.28M +25,319 +40%
OCM
338
One Capital Management
California
$4.47M -$195K -3,868 -4%
PA
339
Paragon Advisors
Texas
$4.46M -$988K -19,555 -18%
GWM
340
Geneos Wealth Management
Colorado
$4.45M -$8.59K -170 -0.2%
BONH
341
Bank of New Hampshire
New Hampshire
$4.45M +$325K +6,432 +8%
BWS
342
Buck Wealth Strategies
Colorado
$4.44M -$322K -6,364 -7%
AHC
343
Adell Harriman & Carpenter
Texas
$4.41M -$8.59K -170 -0.2%
SWA
344
Stratos Wealth Advisors
Ohio
$4.4M -$1.73M -34,243 -28%
PFA
345
Plotkin Financial Advisors
Maryland
$4.28M +$1.83M +36,236 +75%
OCFG
346
O'Connor Financial Group
Illinois
$4.27M +$470K +9,300 +12%
FFA
347
Founders Financial Alliance
North Carolina
$4.27M +$141K +2,793 +3%
HGERS
348
Householder Group Estate & Retirement Specialist
Arizona
$4.26M +$215K +4,253 +5%
RHP
349
Royal Harbor Partners
Texas
$4.24M -$3.32M -65,795 -44%
CW
350
CIC Wealth
Maryland
$4.22M -$374K -7,408 -8%

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.