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JPMorgan Ultra-Short Income ETF
JPST

987 hedge funds and large institutions have $17.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 397 increasing their positions, 401 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $16.7B → $17.7B (+$1.05B)

4% more funds holding

Funds holding: 952 → 987 (+35)

0.69% less ownership

Funds ownership: 73.8% → 73.11% (-0.69%)

1% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 401

5% less funds holding in top 10

Funds holding in top 10: 141 → 134 (-7)

Holders
987
Holders Change
+35
Holders Change %
+3.68%
% of All Funds
14.25%
Holding in Top 10
134
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
107
Increased
397
Reduced
401
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$635M
2
Morgan Stanley
Morgan Stanley
New York
+$88.2M
3
LPL Financial
LPL Financial
California
+$62.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$57.9M
5
SWM
Spire Wealth Management
Virginia
+$51.5M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$36.3M
2
RJA
Raymond James & Associates
Florida
-$19.9M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$19.9M
4
MWM
Magnolia Wealth Management
Alabama
-$18.2M
5
BTWM
Baker Tilly Wealth Management
Wisconsin
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCFG
376
O'Connor Financial Group
Illinois
$3.78M +$1.32M +26,120 +54%
GWM
377
Gibbs Wealth Management
Georgia
$3.73M +$1.12M +22,285 +43%
SFWC
378
Strategic Family Wealth Counselors
New Jersey
$3.73M +$286K +5,681 +8%
LC
379
Legacy CG
Texas
$3.72M +$3.71M +73,760 New
Susquehanna International Group
380
Susquehanna International Group
Pennsylvania
$3.7M -$2.04M -40,524 -36%
NFP
381
Narus Financial Partners
Utah
$3.68M -$65.4K -1,298 -2%
Jones Financial Companies
382
Jones Financial Companies
Missouri
$3.67M +$2.86M +56,888 +359%
NCG
383
Newport Capital Group
New Jersey
$3.65M +$3.64M +72,288 New
CCFM
384
Clear Creek Financial Management
Washington
$3.61M +$320K +6,348 +10%
WMA
385
West Michigan Advisors
Michigan
$3.58M -$29.3K -581 -0.8%
IIA
386
Integral Investment Advisors
California
$3.54M -$5.46M -108,448 -61%
CCG
387
Catalina Capital Group
California
$3.54M -$690K -13,700 -16%
VNA
388
Valley National Advisers
Pennsylvania
$3.5M -$312K -6,198 -8%
FWP
389
FAS Wealth Partners
Kansas
$3.49M +$63.2K +1,256 +2%
JWM
390
JGP Wealth Management
Oregon
$3.49M -$181K -3,589 -5%
FAM
391
Formidable Asset Management
Ohio
$3.46M -$556K -11,035 -14%
EWA
392
EP Wealth Advisors
California
$3.46M -$42.4K -842 -1%
FIA
393
Foundations Investment Advisors
Arizona
$3.41M -$2.38M -47,273 -41%
CWA
394
Centennial Wealth Advisory
Michigan
$3.35M -$130K -2,580 -4%
AAP
395
Arax Advisory Partners
Colorado
$3.27M +$3.24M +64,399 +18,039%
IIC
396
Ironwood Investment Counsel
Arizona
$3.2M +$471K +9,356 +17%
BCG
397
BayBridge Capital Group
California
$3.17M +$1.9M +37,776 +151%
MGIA
398
Matthew Goff Investment Advisor
Texas
$3.16M -$326K -6,469 -9%
BAM
399
BOS Asset Management
Illinois
$3.09M -$89.1K -1,770 -3%
PPWM
400
Paragon Private Wealth Management
Kentucky
$3.05M -$578K -11,472 -16%
14 15
16
17 18

JPST Hedge Fund Activity: Q2 2024 in Review

987 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2024, worth a combined $17.7B — up 6.3% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new JPST positions and 59 closed out — a net gain of 48 holders — while 397 added to existing stakes and 401 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $635M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $36.3M sold.

  • 987 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2024, up from 952 in Q1 2024.
  • Funds reported $17.7B of JPMorgan Ultra-Short Income ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 107 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2024 and 59 closed out, a net change of +48 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $635M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2024.