We are live on ! Find out more
JPST icon

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
EA
351
Ergawealth Advisors
Illinois
$4.21M -$348K -6,879 -8%
PFS
352
Prospera Financial Services
Texas
$4.18M -$889K -17,590 -18%
CF
353
Centaurus Financial
California
$4.16M -$42.6K -843 -1%
TCG
354
Transcendent Capital Group
Oklahoma
$4.13M -$462K -9,152 -10%
GWM
355
GSB Wealth Management
Connecticut
$4.12M +$274K +5,418 +7%
LC
356
Legacy CG
Texas
$4.12M +$372K +7,359 +10%
SRA
357
Secured Retirement Advisors
Minnesota
$4.05M +$198K +3,924 +5%
TL
358
Tradewinds LLC
North Carolina
$4.05M +$58.2K +1,152 +1%
IA
359
Insight Advisors
Pennsylvania
$4.03M +$1.13M +22,361 +39%
SRC
360
Sage Rhino Capital
California
$4.03M -$82.2K -1,626 -2%
CCG
361
Catalina Capital Group
California
$4M +$447K +8,843 +13%
HA
362
Herold Advisors
New York
$3.97M +$118K +2,334 +3%
FIA
363
Foundations Investment Advisors
Arizona
$3.92M +$490K +9,699 +14%
SFWC
364
Strategic Family Wealth Counselors
New Jersey
$3.91M +$161K +3,180 +4%
HKIM
365
Hayek Kallen Investment Management
Alabama
$3.88M +$11.1K +219 +0.3%
FCA
366
FinTrust Capital Advisors
South Carolina
$3.87M -$378K -7,477 -9%
Baird Financial Group
367
Baird Financial Group
Wisconsin
$3.83M -$3.22M -63,792 -46%
SPC
368
Sigma Planning Corp
Michigan
$3.83M -$3.01M -59,623 -44%
FAM
369
Formidable Asset Management
Ohio
$3.81M +$328K +6,496 +9%
SWA
370
Strategies Wealth Advisors
Michigan
$3.81M +$3.14M +62,051 +475%
CTC
371
Central Trust Company
Missouri
$3.76M -$116K -2,297 -3%
GM
372
GeoWealth Management
Illinois
$3.73M +$1.01M +19,997 +37%
FAM
373
Family Asset Management
South Carolina
$3.73M +$936K +18,520 +34%
EWA
374
EP Wealth Advisors
California
$3.72M +$244K +4,834 +7%
WAG
375
Winthrop Advisory Group
Massachusetts
$3.71M -$193K -3,819 -5%

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.