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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
FCG
351
Financial Connections Group
California
$4.05M -$36.9K -733 -0.9%
JIP
352
Jaffetilchin Investment Partners
Florida
$4.05M -$14.2M -282,789 -78%
AI
353
Auour Investments
Massachusetts
$4.04M +$746K +14,826 +23%
FAM
354
Formidable Asset Management
Ohio
$4.02M -$482K -9,579 -11%
PWA
355
Prairie Wealth Advisors
Nebraska
$3.92M +$3.91M +77,705 New
WAG
356
Winthrop Advisory Group
Massachusetts
$3.86M -$342K -6,799 -8%
VNA
357
Valley National Advisers
Pennsylvania
$3.81M -$197K -3,908 -5%
HKIM
358
Hayek Kallen Investment Management
Alabama
$3.81M +$28.1K +559 +0.7%
SRA
359
Secured Retirement Advisors
Minnesota
$3.78M +$73.7K +1,464 +2%
AWM
360
Atticus Wealth Management
Florida
$3.76M +$194K +3,850 +5%
NFP
361
Narus Financial Partners
Utah
$3.74M -$260K -5,165 -7%
FFA
362
Founders Financial Alliance
North Carolina
$3.74M -$196K -3,896 -5%
FCFC
363
First Citizens Financial Corp
Iowa
$3.68M +$200K +3,981 +6%
ACM
364
Advisors Capital Management
New Jersey
$3.68M -$1.66M -32,888 -31%
JWM
365
JGP Wealth Management
Oregon
$3.67M +$960K +19,074 +36%
PPWM
366
Paragon Private Wealth Management
Kentucky
$3.63M -$28.9K -573 -0.8%
WMA
367
West Michigan Advisors
Michigan
$3.61M -$3.37M -67,025 -48%
SPL
368
Smart Portfolios LLC
Washington
$3.59M -$2.32M -46,067 -39%
SG
369
Sharper & Granite
California
$3.57M +$954K +18,940 +36%
WB
370
Webster Bank
Connecticut
$3.57M +$1.71M +33,915 +92%
CTC
371
Central Trust Company
Missouri
$3.54M +$207K +4,107 +6%
ICG
372
InterOcean Capital Group
Tennessee
$3.53M -$1.24M -24,671 -26%
BAWC
373
Boyce & Associates Wealth Consulting
Texas
$3.52M -$657K -13,053 -16%
EWA
374
EP Wealth Advisors
California
$3.5M -$470K -9,329 -12%
MGIA
375
Matthew Goff Investment Advisor
Texas
$3.49M -$96.8K -1,923 -3%

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.