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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
STA
351
Summit Trail Advisors
New York
$4.8M +$4.5M +89,020 +1,491%
TCM
352
Tradewinds Capital Management
Washington
$4.8M -$662K -13,103 -12%
ASN
353
Advisory Services Network
Georgia
$4.77M +$2.51M +49,632 +110%
CCA
354
Childress Capital Advisors
Texas
$4.77M -$660K -13,075 -12%
MAM
355
McCarthy Asset Management
California
$4.76M -$14.4M -284,649 -75%
LIG
356
Lokken Investment Group
Delaware
$4.73M -$275K -5,455 -5%
CFD
357
Creative Financial Designs
Indiana
$4.71M +$184K +3,648 +4%
CWM
358
Centricity Wealth Management
Ohio
$4.64M +$4.65M +92,093 New
TCM
359
Triumph Capital Management
Colorado
$4.63M -$319K -6,325 -6%
PSCM
360
Per Stirling Capital Management
Texas
$4.61M +$114K +2,258 +3%
AR
361
Apeiron RIA
Texas
$4.61M -$277K -5,478 -6%
SW
362
SlateStone Wealth
Florida
$4.6M
AWMS
363
Advocacy Wealth Management Services
Georgia
$4.58M -$390K -7,728 -8%
GWM
364
Geneos Wealth Management
Colorado
$4.52M +$101K +1,996 +2%
SWA
365
Stratos Wealth Advisors
Ohio
$4.47M +$104K +2,068 +2%
DFG
366
Delta Financial Group
New Jersey
$4.47M +$3.25M +64,393 +265%
GWM
367
GSB Wealth Management
Connecticut
$4.46M +$374K +7,412 +9%
KWA
368
Kingswood Wealth Advisors
California
$4.46M +$2.4M +47,538 +116%
MCM
369
MAI Capital Management
Ohio
$4.46M +$4.47M +88,484 New
Bank of Montreal
370
Bank of Montreal
Ontario, Canada
$4.43M -$5.94M -117,530 -57%
FIA
371
Foundations Investment Advisors
Arizona
$4.43M +$538K +10,660 +14%
SFWC
372
Strategic Family Wealth Counselors
New Jersey
$4.41M +$524K +10,383 +13%
OCM
373
One Capital Management
California
$4.39M -$49.6K -983 -1%
SA
374
Skyline Advisors
Washington
$4.39M +$1.81M +35,902 +70%
AI
375
Auour Investments
Massachusetts
$4.38M -$1.99M -39,371 -31%

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.