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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
PIA
451
Perennial Investment Advisors
California
$2.24M -$306K -6,078 -12%
KWA
452
Kingswood Wealth Advisors
California
$2.24M +$283K +5,628 +15%
FWM
453
Fortress Wealth Management
California
$2.2M -$805K -15,979 -27%
JFA
454
JNBA Financial Advisors
Minnesota
$2.2M -$497K -9,879 -18%
NL
455
NVWM LLC
Pennsylvania
$2.18M -$15.4K -305 -0.7%
RBC
456
Roble Belko & Company
Pennsylvania
$2.18M -$4.99K -99 -0.2%
AWM
457
Apollon Wealth Management
South Carolina
$2.17M +$35.2K +700 +2%
MSWMA
458
Market Street Wealth Management Advisors
Indiana
$2.17M +$1.41M +27,935 +185%
IA
459
Insight Advisors
Pennsylvania
$2.17M +$551K +10,940 +34%
CM
460
Capital Management
Virginia
$2.13M -$188K -3,730 -8%
YWS
461
Yarger Wealth Strategies
Ohio
$2.13M -$6.71M -133,236 -76%
MA
462
MBA Advisors
Pennsylvania
$2.12M +$87.6K +1,739 +4%
PWA
463
Phoenix Wealth Advisors
North Carolina
$2.11M -$33.1K -657 -2%
AWA
464
Acorn Wealth Advisors
Michigan
$2.11M +$6.65K +132 +0.3%
SW
465
SMART Wealth
Nebraska
$2.08M +$1.71M +33,879 +464%
ASN
466
Advisory Services Network
Georgia
$2.03M +$717K +14,247 +55%
CAL
467
Capital Analysts LLC
Pennsylvania
$2.02M +$48.7K +967 +2%
MWM
468
Mission Wealth Management
California
$2.01M +$483K +9,600 +32%
CA
469
Cambridge Advisors
Nebraska
$2.01M -$275K -5,461 -12%
FA
470
Fermata Advisors
California
$2M -$858K -17,046 -30%
GCM
471
Gallacher Capital Management
Colorado
$1.99M +$1.98M +39,378 New
NI
472
Nepsis Inc
Minnesota
$1.97M -$51.7K -1,027 -3%
ZIMP
473
Zimmermann Investment Management & Planning
Pennsylvania
$1.95M -$4.92M -97,619 -72%
BPA
474
Beacon Pointe Advisors
California
$1.94M -$3.58M -71,187 -65%
GM
475
GeoWealth Management
Illinois
$1.94M +$129K +2,558 +7%

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.