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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
GIA
426
Gladstone Institutional Advisory
Florida
$2.53M -$78.7K -1,564 -3%
DWA
427
Delos Wealth Advisors
Texas
$2.51M -$2.47M -49,012 -50%
PI
428
PFG Investments
New York
$2.49M +$389K +7,727 +19%
ICM
429
IMS Capital Management
Oregon
$2.49M -$480K -9,540 -16%
SA
430
Skyline Advisors
Washington
$2.49M -$28.4K -564 -1%
DLCIG
431
D.L. Carlson Investment Group
New Hampshire
$2.49M +$401K +7,959 +19%
CP
432
Castleview Partners
Texas
$2.48M -$73.4K -1,458 -3%
TFO
433
Tarbox Family Office
California
$2.47M -$644K -12,781 -21%
TSWM
434
Tyler-Stone Wealth Management
Ohio
$2.46M +$174K +3,455 +8%
OCFG
435
O'Connor Financial Group
Illinois
$2.46M +$371K +7,376 +18%
VF
436
Vawter Financial
Ohio
$2.46M -$66.1K -1,313 -3%
BCM
437
Birch Capital Management
Texas
$2.44M +$1.81M +35,988 +289%
UWM
438
USAdvisors Wealth Management
Minnesota
$2.4M +$4.28K +85 +0.2%
SSWM
439
Sheets Smith Wealth Management
North Carolina
$2.39M -$59.4K -1,180 -2%
WMWM
440
Whitaker-Myers Wealth Managers
Ohio
$2.39M -$304K -6,036 -11%
CL
441
Choreo LLC
Illinois
$2.37M -$483K -9,584 -17%
MSFS
442
Main Street Financial Solutions
Pennsylvania
$2.36M -$104K -2,071 -4%
IAN
443
Integrated Advisors Network
Texas
$2.35M -$1.1M -21,894 -32%
RPCA
444
Running Point Capital Advisors
California
$2.31M +$69.3K +1,376 +3%
OPWM
445
Oxinas Partners Wealth Management
Indiana
$2.31M -$134K -2,668 -6%
FNWA
446
Financial Network Wealth Advisors
Utah
$2.29M +$20.5K +407 +0.9%
PS
447
Principal Securities
Iowa
$2.26M -$342K -6,801 -13%
VAM
448
Vienna Asset Management
California
$2.25M -$7.97M -158,235 -76%
PFA
449
Plotkin Financial Advisors
Maryland
$2.25M +$1.94M +38,517 +628%
FFP
450
FourThought Financial Partners
Florida
$2.25M -$240K -4,768 -10%

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.