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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
CWA
376
Centennial Wealth Advisory
Michigan
$3.48M +$283K +5,624 +9%
FT
377
Fiduciary Trust
Massachusetts
$3.45M +$142K +2,814 +4%
KP
378
Keel Point
Alabama
$3.44M +$25.2K +500 +0.7%
SFWC
379
Strategic Family Wealth Counselors
New Jersey
$3.44M +$201K +3,992 +6%
GWM
380
GSB Wealth Management
Connecticut
$3.43M +$2.91M +57,791 +572%
FWP
381
FAS Wealth Partners
Kansas
$3.42M -$98.4K -1,954 -3%
DADC
382
D.A. Davidson & Co
Montana
$3.4M -$2.27M -45,041 -40%
UB
383
UMB Bank
Missouri
$3.34M -$492K -9,773 -13%
CG
384
CFO4Life Group
Texas
$3.33M -$161K -3,205 -5%
AUB
385
Atlantic Union Bankshares
Virginia
$3.3M +$1.71M +33,929 +107%
CCFM
386
Clear Creek Financial Management
Washington
$3.29M -$243K -4,834 -7%
TL
387
Tradewinds LLC
North Carolina
$3.28M +$3.27M +64,974 New
HA
388
Herold Advisors
New York
$3.26M +$477K +9,473 +17%
RPSA
389
Richard P. Slaughter Associates
Texas
$3.25M -$1.92M -38,207 -37%
CTA
390
Chesley Taft & Associates
Illinois
$3.25M +$39.8K +790 +1%
Wellington Management Group
391
Wellington Management Group
Massachusetts
$3.22M +$3.21M +63,825 New
AI
392
Atria Investments
North Carolina
$3.2M +$510K +10,137 +19%
BAM
393
BOS Asset Management
Illinois
$3.17M +$112K +2,223 +4%
SFG
394
Sunburst Financial Group
Alabama
$3.11M -$706K -14,022 -18%
TCG
395
Transcendent Capital Group
Oklahoma
$3.11M +$947K +18,800 +44%
EFG
396
Ethos Financial Group
Pennsylvania
$3.08M -$876K -17,397 -22%
HGERS
397
Householder Group Estate & Retirement Specialist
Arizona
$3.06M +$335K +6,656 +12%
OPA
398
Old Port Advisors
Maine
$3.04M +$70.9K +1,409 +2%
IF
399
Intrua Financial
Texas
$3.02M -$3.14M -62,270 -51%
SIG
400
Sargent Investment Group
Maryland
$3.02M -$1.93M -38,328 -39%

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.