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JPMorgan Ultra-Short Income ETF

1,075 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 476 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 59

38% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 345

18% more funds holding in top 10

Funds holding in top 10: 128151 (+23)

12% more capital invested

Capital invested by funds: $18.9B → $21.2B (+$2.35B)

10% more funds holding

Funds holding: 9771,075 (+98)

3.07% more ownership

Funds ownership: 71.96%75.03% (+3.1%)

Holders
1,075
Holders Change
+98
Holders Change %
+10.03%
% of All Funds
14.16%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
1.99%
New
174
Increased
476
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
401
Mountain Capital Investment Advisors
Colorado
$3.79M +$2.95M +58,322 +347%
GSIAS
402
Garden State Investment Advisory Services
New Jersey
$3.79M +$3.44M +68,137 +991%
SRC
403
Sage Rhino Capital
California
$3.74M -$265K -5,241 -7%
BAM
404
BOS Asset Management
Illinois
$3.71M +$173K +3,428 +5%
NG
405
Novem Group
New York
$3.71M +$3.71M +73,559 New
GWM
406
Gray Wealth Management
Maine
$3.69M +$1.07M +21,149 +41%
IIM
407
Illumine Investment Management
Washington
$3.67M +$3.68M +72,847 New
PG
408
Patten Group
Tennessee
$3.64M +$530K +10,503 +17%
CAM
409
Cobblestone Asset Management
Virginia
$3.64M -$6.15M -121,713 -63%
SAM
410
SP Asset Management
California
$3.63M +$154K +3,058 +4%
WAM
411
WNY Asset Management
New York
$3.63M -$5.99M -118,625 -62%
CIA
412
Concurrent Investment Advisors
Florida
$3.62M +$2.63M +52,122 +264%
SPC
413
Sigma Planning Corp
Michigan
$3.61M -$189K -3,752 -5%
CWL
414
Causey Wealth LLC
Colorado
$3.57M +$3.58M +70,968 New
PS
415
Principal Securities
Iowa
$3.57M +$436K +8,635 +14%
IA
416
Insight Advisors
Pennsylvania
$3.57M -$447K -8,849 -11%
FFA
417
Founders Financial Alliance
North Carolina
$3.55M -$692K -13,701 -16%
PPWM
418
Perissos Private Wealth Management
Oklahoma
$3.52M +$3.53M +69,800 New
CCG
419
Catalina Capital Group
California
$3.51M -$464K -9,191 -12%
CA
420
Cornerstone Advisory
Maryland
$3.51M +$43.2K +855 +1%
TCG
421
Transcendent Capital Group
Oklahoma
$3.48M -$622K -12,316 -15%
RCM
422
Riggs Capital Management
Utah
$3.47M +$3.48M +68,912 New
IIA
423
Integral Investment Advisors
California
$3.45M +$224K +4,430 +7%
AI
424
Atria Investments
North Carolina
$3.45M -$6.76M -133,793 -66%
LKWM
425
Lee-Kelleher Wealth Management
Maryland
$3.43M +$3.44M +68,119 New

JPST Hedge Fund Activity: Q4 2024 in Review

1,075 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2024, worth a combined $21.2B — up 12% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new JPST positions and 59 closed out — a net gain of 115 holders — while 476 added to existing stakes and 345 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.21B. The largest seller was Charles Schwab, cutting an estimated $132M.

  • 1,075 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2024, up from 977 in Q3 2024.
  • Funds reported $21.2B of JPMorgan Ultra-Short Income ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 174 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2024 and 59 closed out, a net change of +115 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.21B added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2024 was Charles Schwab, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2024.