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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
Baird Financial Group
426
Baird Financial Group
Wisconsin
$3.41M -$393K -7,781 -10%
EP
427
Edgestream Partners
New Jersey
$3.4M +$1.01M +20,017 +42%
CFS
428
CRA Financial Services
New Jersey
$3.39M +$1.41M +27,875 +71%
CWA
429
Canvas Wealth Advisors
Kansas
$3.39M +$909K +17,991 +37%
GFG
430
Greenbush Financial Group
New York
$3.37M +$3.38M +66,928 New
NL
431
NWAM LLC
Washington
$3.36M +$2.41M +47,814 +253%
JWM
432
JGP Wealth Management
Oregon
$3.35M -$68K -1,347 -2%
PA
433
Procyon Advisors
Connecticut
$3.35M -$1.2M -23,732 -26%
CFGF
434
Compass Financial Group (Florida)
Florida
$3.33M -$150K -2,961 -4%
WMA
435
West Michigan Advisors
Michigan
$3.32M +$8.18K +162 +0.2%
CRWM
436
Castle Rock Wealth Management
California
$3.26M +$149K +2,957 +5%
CPA
437
Cathy Pareto & Associates
Florida
$3.24M +$3.25M +64,329 New
BI
438
Bolthouse Investments
California
$3.23M +$3.23M +64,049 New
EWA
439
EP Wealth Advisors
California
$3.22M -$475K -9,410 -13%
SPIA
440
Steward Partners Investment Advisory
New York
$3.2M +$297K +5,872 +10%
KFSN
441
Keystone Financial Services (Nebraska)
Nebraska
$3.19M +$3.2M +63,422 New
FWP
442
FAS Wealth Partners
Kansas
$3.18M -$93.1K -1,844 -3%
GCM
443
Gallacher Capital Management
Colorado
$3.12M +$267K +5,288 +9%
QFA
444
Quattro Financial Advisors
Texas
$3.12M -$51.3K -1,016 -2%
CTA
445
Chesley Taft & Associates
Illinois
$3.11M +$404K +8,000 +15%
GC
446
GFG Capital
Florida
$3.11M -$407K -8,052 -12%
AUB
447
Atlantic Union Bankshares
Virginia
$3.1M -$1.41K -28 -0%
FFO
448
Fortitude Family Office
Arizona
$3.06M -$313K -6,207 -9%
HZ
449
Hixon Zuercher
Ohio
$3.06M +$2.02M +39,914 +192%
CT
450
Colonial Trust
South Carolina
$3.05M +$162K +3,212 +6%

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.