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
VNA
401
Valley National Advisers
Pennsylvania
$3.25M -$268K -5,296 -8%
UB
402
UMB Bank
Missouri
$3.18M +$163K +3,224 +5%
QFA
403
Quattro Financial Advisors
Texas
$3.17M +$1.2M +23,698 +61%
PS
404
Principal Securities
Iowa
$3.16M +$193K +3,819 +7%
PG
405
Patten Group
Tennessee
$3.14M +$210K +4,147 +7%
FEG
406
Financial Enhancement Group
Indiana
$3.13M -$1.93M -38,108 -38%
AUB
407
Atlantic Union Bankshares
Virginia
$3.12M +$401K +7,944 +15%
CRWM
408
Castle Rock Wealth Management
California
$3.11M +$74.5K +1,474 +2%
WMWM
409
Whitaker-Myers Wealth Managers
Ohio
$3.06M +$536K +10,610 +21%
MGIA
410
Matthew Goff Investment Advisor
Texas
$3.05M -$133K -2,625 -4%
CF
411
Clarity Financial
Texas
$3.04M +$3.03M +60,007 New
Creative Planning
412
Creative Planning
Kansas
$3.01M -$925K -18,304 -24%
NA
413
Nottingham Advisors
New York
$2.97M +$1.33M +26,334 +82%
SPIA
414
Steward Partners Investment Advisory
New York
$2.92M -$1.39M -27,563 -32%
CT
415
Colonial Trust
South Carolina
$2.91M -$1.34M -26,552 -32%
SG
416
Sharper & Granite
California
$2.91M +$958K +18,965 +50%
OPA
417
Old Port Advisors
Maine
$2.9M -$75.7K -1,498 -3%
SFG
418
Sunburst Financial Group
Alabama
$2.88M -$58.4K -1,155 -2%
GCM
419
Gallacher Capital Management
Colorado
$2.88M +$298K +5,889 +12%
DIM
420
Delta Investment Management
California
$2.86M +$275K +5,442 +11%
NCM
421
Novare Capital Management
North Carolina
$2.8M -$58K -1,148 -2%
BOH
422
Bank of Hawaii
Hawaii
$2.74M +$832K +16,470 +44%
CTA
423
Chesley Taft & Associates
Illinois
$2.73M +$246K +4,875 +10%
CG
424
CFO4Life Group
Texas
$2.69M -$268K -5,296 -9%
AWA
425
Acorn Wealth Advisors
Michigan
$2.65M -$49.4K -978 -2%

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.