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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
WWP
401
WR Wealth Planners
Missouri
$2.97M +$77.2K +1,533 +3%
PG
402
Patten Group
Tennessee
$2.93M -$456K -9,050 -13%
WWS
403
Wellington Wealth Strategies
Indiana
$2.88M -$164K -3,252 -5%
LA
404
Latitude Advisors
Florida
$2.86M +$408K +8,109 +17%
AT
405
American Trust
Kentucky
$2.84M -$780K -15,485 -22%
CRWM
406
Castle Rock Wealth Management
California
$2.82M -$2.58M -51,265 -48%
FFO
407
Fortitude Family Office
Arizona
$2.78M -$428K -8,497 -13%
GL
408
Graypoint LLC
New York
$2.76M -$137K -2,712 -5%
IIC
409
Ironwood Investment Counsel
Arizona
$2.73M -$994K -19,744 -27%
ACM
410
ADAR1 Capital Management
Texas
$2.72M +$252K +5,000 +10%
NCM
411
Novare Capital Management
North Carolina
$2.69M -$25.3K -502 -0.9%
FHB
412
First Hawaiian Bank
Hawaii
$2.68M -$30K -595 -1%
NF
413
Nikulski Financial
Iowa
$2.65M +$81.8K +1,625 +3%
KA
414
Klingman & Associates
New York
$2.62M -$330K -6,558 -11%
GWM
415
Gibbs Wealth Management
Georgia
$2.61M +$2.6M +51,718 New
SIC
416
Salem Investment Counselors
North Carolina
$2.61M +$113K +2,236 +5%
SDWIA
417
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.6M +$79.9K +1,586 +3%
GGS
418
Galvin Gaustad & Stein
Arizona
$2.58M -$230K -4,575 -8%
DIM
419
Delta Investment Management
California
$2.58M -$21.9K -434 -0.8%
HIP
420
HUB Investment Partners
Texas
$2.58M -$757K -15,043 -23%
SFA
421
Sequoia Financial Advisors
Ohio
$2.57M -$209K -4,154 -8%
SWM
422
Silverlake Wealth Management
Vermont
$2.56M -$481K -9,552 -16%
Neuberger Berman Group
423
Neuberger Berman Group
New York
$2.56M -$44.1K -875 -2%
EBWM
424
Eagle Bluffs Wealth Management
Missouri
$2.55M -$91.7K -1,821 -3%
HFM
425
Hartford Financial Management
Connecticut
$2.55M +$133K +2,633 +6%

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.