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
Bank of New York Mellon
376
Bank of New York Mellon
New York
$3.67M +$1.64M +32,529 +82%
SIG
377
Sargent Investment Group
Maryland
$3.63M +$1.03M +20,361 +40%
FM
378
Foster & Motley
Ohio
$3.6M -$515K -10,182 -13%
CCFM
379
Clear Creek Financial Management
Washington
$3.57M -$56.7K -1,122 -2%
BAM
380
BOS Asset Management
Illinois
$3.56M +$457K +9,037 +15%
FAM
381
Frontier Asset Management
Wyoming
$3.55M -$1.16M -22,952 -25%
P
382
&Partners
Tennessee
$3.55M +$1.36M +26,857 +64%
BPA
383
Beacon Pointe Advisors
California
$3.54M -$335K -6,621 -9%
GC
384
GFG Capital
Florida
$3.52M +$871K +17,227 +33%
CFGF
385
Compass Financial Group (Florida)
Florida
$3.5M -$3.48M -68,942 -50%
SAM
386
SP Asset Management
California
$3.5M -$703K -13,918 -17%
CA
387
Cornerstone Advisory
Maryland
$3.48M -$1.44M -28,566 -29%
NFP
388
Narus Financial Partners
Utah
$3.48M -$221K -4,380 -6%
JWM
389
JGP Wealth Management
Oregon
$3.44M -$61.3K -1,213 -2%
MCC
390
Money Concepts Capital
Florida
$3.42M +$2.26M +44,650 +196%
NCG
391
Newport Capital Group
New Jersey
$3.42M -$248K -4,900 -7%
FFO
392
Fortitude Family Office
Arizona
$3.4M +$1.06M +20,898 +45%
MRCM
393
M&R Capital Management
New Jersey
$3.38M -$2.68M -52,982 -44%
WWM
394
WT Wealth Management
Arizona
$3.36M +$1.52M +30,157 +83%
FT
395
Fiduciary Trust
Massachusetts
$3.36M -$805K -15,921 -19%
WMA
396
West Michigan Advisors
Michigan
$3.32M -$273K -5,400 -8%
Neuberger Berman Group
397
Neuberger Berman Group
New York
$3.3M +$3.29M +65,067 New
FWP
398
FAS Wealth Partners
Kansas
$3.3M -$211K -4,168 -6%
AWA
399
ARQ Wealth Advisors
Arizona
$3.25M +$3.25M +64,224 New
IIA
400
Integral Investment Advisors
California
$3.25M -$310K -6,127 -9%

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.